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iShares 1-5 Year Investment Grade Corporate Bond ETF

876 hedge funds and large institutions have $15.2B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 306 increasing their positions, 356 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 62

1% less funds holding

Funds holding: 887876 (-11)

1.28% less ownership

Funds ownership: 75.83%74.55% (-1.3%)

4% less funds holding in top 10

Funds holding in top 10: 7673 (-3)

5% less capital invested

Capital invested by funds: $16B → $15.2B (-$845M)

14% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 356

Holders
876
Holders Change
-11
Holders Change %
-1.24%
% of All Funds
12.65%
Holding in Top 10
73
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.95%
% of All Funds
1.05%
New
62
Increased
306
Reduced
356
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
526
Acorn Wealth Advisors
Michigan
$703K +$867 +17 +0.1%
BS
527
Banco Santander
Spain
$703K
MBI
528
May Barnhard Investments
Maryland
$703K +$4.64K +91 +0.7%
SCA
529
Stonebridge Capital Advisors
Minnesota
$700K
HCA
530
Heck Capital Advisors
Wisconsin
$700K +$509K +9,969 +269%
ATI
531
ARK & TLK Investments
Oklahoma
$698K
MLM
532
Mount Lucas Management
Pennsylvania
$697K -$29.8K -585 -4%
WIA
533
World Investment Advisors
California
$696K +$693K +13,587 New
WS
534
Wedbush Securities
California
$693K -$12.1K -237 -2%
LG
535
LaFleur & Godfrey
Michigan
$692K -$8.11K -159 -1%
EAM
536
Eagle Asset Management
Florida
$685K -$47.3K -928 -6%
NS
537
NBC Securities
Alabama
$684K -$146K -2,856 -18%
OWA
538
Octavia Wealth Advisors
Ohio
$683K +$158K +3,102 +30%
PCM
539
Parsons Capital Management
Rhode Island
$682K +$293K +5,748 +76%
AFA
540
American Financial Advisors
Georgia
$680K +$5.82K +114 +0.9%
FHA
541
First Horizon Advisors
Tennessee
$679K -$42.3K -829 -6%
RA
542
RFG Advisory
Alabama
$667K +$162K +3,179 +32%
PS
543
Principal Securities
Iowa
$663K +$3.16K +62 +0.5%
SW
544
SlateStone Wealth
Florida
$662K +$70.1K +1,375 +12%
GC
545
Grimes & Company
Massachusetts
$650K +$663 +13 +0.1%
FIM
546
Freedom Investment Management
Connecticut
$642K -$158K -3,100 -20%
FFP
547
FourThought Financial Partners
Florida
$635K +$17.3K +339 +3%
Millennium Management
548
Millennium Management
New York
$633K -$4.88M -95,595 -89%
PFM
549
Phillips Financial Management
Indiana
$626K -$33K -646 -5%
AIA
550
Alera Investment Advisors
Illinois
$625K +$622K +12,202 New

IGSB Hedge Fund Activity: Q2 2024 in Review

876 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q2 2024, worth a combined $15.2B — down 5.3% from $16B a quarter earlier.

Fund positioning in IGSB was balanced in Q2 2024: 62 funds opened new positions, 62 closed out, 306 added to existing stakes and 356 trimmed.

The largest buyer was BlackRock, adding an estimated $266M. The largest seller was Dai-ichi Life Insurance Company, exiting entirely with an estimated $419M sold.

  • 876 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q2 2024, down from 887 in Q1 2024.
  • Funds reported $15.2B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q2 2024, down 5.3% quarter-over-quarter.
  • 62 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q2 2024 and 62 closed out, a net change of 0 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2024 was BlackRock, an estimated $266M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q2 2024 was Dai-ichi Life Insurance Company, an estimated $419M sold.

Based on aggregated 13F filings for Q2 2024.