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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
VCA
526
Verdence Capital Advisors
Maryland
$752K
MLM
527
Mount Lucas Management
Pennsylvania
$748K +$30.7K +590 +4%
SW
528
SlateStone Wealth
Florida
$745K +$64.3K +1,235 +10%
WS
529
Wedbush Securities
California
$744K +$31.3K +602 +4%
SFG
530
Sunburst Financial Group
Alabama
$740K
EAM
531
Eagle Asset Management
Florida
$735K +$37.5K +721 +5%
SFFS
532
Stonehage Fleming Financial Services
Jersey
$729K
BP
533
BNP Paribas
France
$724K +$624K +11,984 +676%
BS
534
Banco Santander
Spain
$722K
ATI
535
ARK & TLK Investments
Oklahoma
$718K
MBI
536
May Barnhard Investments
Maryland
$717K -$5.46K -105 -0.8%
KTA
537
Keeley-Teton Advisors
Illinois
$713K -$16.7K -320 -2%
FPFS
538
First Personal Financial Services
North Carolina
$710K -$17.8K -342 -2%
FAM
539
Family Asset Management
South Carolina
$707K -$405K -7,782 -37%
OWA
540
Octavia Wealth Advisors
Ohio
$700K -$2.08K -40 -0.3%
FCI
541
Financial Counselors Inc
Kansas
$696K +$179K +3,441 +35%
LG
542
LaFleur & Godfrey
Michigan
$695K -$15.7K -301 -2%
FHA
543
First Horizon Advisors
Tennessee
$692K -$5.57K -107 -0.8%
AIA
544
Alera Investment Advisors
Illinois
$691K +$48.1K +925 +8%
SL
545
SWMG LLC
Texas
$683K -$664K -12,765 -49%
WC
546
Wynn Capital
Georgia
$679K +$671K +12,900 New
AFA
547
American Financial Advisors
Georgia
$672K -$26.9K -516 -4%
FFP
548
FourThought Financial Partners
Florida
$671K +$17.9K +344 +3%
EWA
549
Exencial Wealth Advisors
Oklahoma
$669K +$293K +5,631 +80%
PS
550
Principal Securities
Iowa
$666K -$15.3K -294 -2%

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.