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iShares 1-5 Year Investment Grade Corporate Bond ETF

890 hedge funds and large institutions have $15.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 331 increasing their positions, 322 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 50

2% more funds holding

Funds holding: 876890 (+14)

4% more capital invested

Capital invested by funds: $15.2B → $15.9B (+$681M)

3% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 322

0.41% less ownership

Funds ownership: 74.55%74.14% (-0.41%)

12% less funds holding in top 10

Funds holding in top 10: 7364 (-9)

Holders
890
Holders Change
+14
Holders Change %
+1.6%
% of All Funds
12.78%
Holding in Top 10
64
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.33%
% of All Funds
0.92%
New
76
Increased
331
Reduced
322
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFN
476
Equita Financial Network
Pennsylvania
$1.04M +$104 +2 +0%
RIM
477
Rockbridge Investment Management
New York
$1.03M -$11.4K -220 -1%
KCM
478
Kanawha Capital Management
Virginia
$1.03M
Koshinski Asset Management
479
Koshinski Asset Management
Illinois
$1.02M -$62.8K -1,206 -6%
TPW
480
Transatlantique Private Wealth
New York
$1.01M -$2.11M -40,539 -68%
CIBC Asset Management
481
CIBC Asset Management
Ontario, Canada
$1M
ZIM
482
Zacks Investment Management
Illinois
$999K +$124K +2,379 +14%
KP
483
Keel Point
Alabama
$990K -$208 -4 -0%
VWA
484
Visionary Wealth Advisors
Illinois
$989K -$436K -8,372 -31%
RCAG
485
Rehmann Capital Advisory Group
Michigan
$988K -$4.06K -78 -0.4%
WA
486
Wambolt & Associates
Colorado
$978K +$92.4K +1,776 +11%
LAM
487
Lewis Asset Management
California
$973K -$56.1K -1,078 -6%
AIM
488
Acropolis Investment Management
Missouri
$967K -$23.8M -456,516 -96%
QC
489
Quadrature Capital
United Kingdom
$953K -$10.1M -193,409 -91%
WLIM
490
White Lighthouse Investment Management
Massachusetts
$949K
NGA
491
Naples Global Advisors
Florida
$947K +$121K +2,320 +15%
TSS
492
Two Sigma Securities
New York
$946K -$985K -18,931 -51%
AR
493
Advisory Research
Illinois
$939K
FWM
494
Fonville Wealth Management
Virginia
$904K -$18.2K -350 -2%
LMKC
495
L.M. Kohn & Company
Ohio
$901K +$891K +17,119 New
AIFAIM
496
American Institute for Advanced Investment Management
Arizona
$898K -$19.1K -367 -2%
SI
497
Stonekeep Investments
New Mexico
$887K
IA
498
IFG Advisory
Georgia
$882K -$48.6K -934 -5%
DWP
499
Daymark Wealth Partners
Ohio
$879K -$296K -5,684 -25%
MIA
500
MMBG Investment Advisors
Florida
$876K

IGSB Hedge Fund Activity: Q3 2024 in Review

890 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q3 2024, worth a combined $15.9B — up 4.5% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IGSB positions and 50 closed out — a net gain of 26 holders — while 331 added to existing stakes and 322 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $104M. The largest seller was Dynasty Wealth Management, exiting entirely with an estimated $72.4M sold.

  • 890 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2024, up from 876 in Q2 2024.
  • Funds reported $15.9B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q3 2024, up 4.5% quarter-over-quarter.
  • 76 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q3 2024 and 50 closed out, a net change of +26 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2024 was D.E. Shaw & Co, an estimated $104M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q3 2024 was Dynasty Wealth Management, an estimated $72.4M sold.

Based on aggregated 13F filings for Q3 2024.