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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
CIA
501
Concurrent Investment Advisors
Florida
$867K +$270K +5,185 +46%
AF
502
Advisornet Financial
Minnesota
$865K +$808K +15,530 +1,741%
CAM
503
Cresset Asset Management
Illinois
$864K -$38.9K -747 -4%
HCA
504
Heck Capital Advisors
Wisconsin
$856K +$134K +2,581 +19%
SW
505
SkyOak Wealth
Michigan
$854K -$14.3K -274 -2%
BWM
506
Buska Wealth Management
Wisconsin
$849K +$839K +16,123 New
WWM
507
WJ Wealth Management
Arizona
$848K -$28.6K -550 -3%
DL
508
DOHJ LLC
Washington
$847K -$391K -7,504 -32%
SIA
509
Schechter Investment Advisors
Michigan
$843K -$52K -1,000 -6%
SAI
510
Savvy Advisors Inc
New York
$834K +$84.8K +1,630 +11%
CWM
511
Congress Wealth Management
Massachusetts
$828K +$434K +8,335 +113%
SC
512
Saiph Capital
New Jersey
$822K -$28.1K -539 -3%
FPCG
513
Forum Private Client Group
Indiana
$818K -$25.5K -490 -3%
HI
514
Harbour Investments
Wisconsin
$813K +$8.12K +156 +1%
CCMINC
515
Cardinal Capital Management Inc (North Carolina)
North Carolina
$808K
BPC
516
Banque Pictet & Cie
Switzerland
$806K
GFWA
517
Grey Fox Wealth Advisors
Delaware
$803K -$28.8K -554 -4%
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$801K -$39.9K -766 -5%
BFA
519
Beaumont Financial Advisors
Massachusetts
$801K +$31.4K +603 +4%
ACA
520
Aptus Capital Advisors
Alabama
$797K +$732K +14,074 +1,335%
KPWS
521
Kestra Private Wealth Services
Texas
$787K +$26.4K +508 +4%
TA
522
TFB Advisors
Kansas
$781K +$3.96K +76 +0.5%
FWIA
523
Fort Washington Investment Advisors
Ohio
$766K -$110K -2,108 -13%
PHS
524
Pekin Hardy Strauss
Illinois
$766K -$11.7K -225 -2%
AWA
525
Acorn Wealth Advisors
Michigan
$759K +$35.6K +685 +5%

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.