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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
MWM
551
Mascoma Wealth Management
New Hampshire
$623K -$345K -6,762 -36%
AFO
552
Allie Family Office
Florida
$617K +$357K +7,000 +139%
FA
553
Faithward Advisors
Pennsylvania
$614K -$26.7K -524 -4%
Fisher Asset Management
554
Fisher Asset Management
Washington
$612K -$56.3K -1,103 -8%
FCT
555
Family Capital Trust
Massachusetts
$607K -$300K -5,879 -33%
BRWA
556
B. Riley Wealth Advisors
Florida
$596K -$317K -6,207 -35%
1IA
557
1834 Investment Advisors
Wisconsin
$579K +$9.03K +177 +2%
CIA
558
Concurrent Investment Advisors
Florida
$578K +$227K +4,453 +65%
WAS
559
Wealth Advisory Solutions
Indiana
$578K -$26.1K -512 -4%
BWA
560
BlueChip Wealth Advisors
Georgia
$578K -$18.3K -359 -3%
LB
561
Legacy Bridge
Iowa
$570K -$37.7K -740 -6%
CWS
562
Confluence Wealth Services
Pennsylvania
$568K +$356K +6,987 +171%
CCA
563
Criterion Capital Advisors
Tennessee
$567K -$45.9K -900 -8%
CAWM
564
Capital Advisors Wealth Management
Washington
$564K -$13.6K -266 -2%
EFS
565
Essex Financial Services
Connecticut
$564K +$555K +10,877 New
EDRIA
566
Edmonds Duncan Registered Investment Advisors
Kansas
$564K -$1.7M -33,415 -75%
CPA
567
Cardiff Park Advisors
California
$560K +$867 +17 +0.2%
SVWG
568
Shared Vision Wealth Group
United States
$557K +$3.42K +67 +0.6%
EWA
569
EverSource Wealth Advisors
Alabama
$554K +$117K +2,285 +27%
BHB
570
Bank Hapoalim BM
Israel
$549K
WC
571
Waterloo Capital
Texas
$542K +$155K +3,040 +40%
PWS
572
Peloton Wealth Strategists
Indiana
$541K -$32.9K -645 -6%
LFAS
573
Level Four Advisory Services
Texas
$538K +$36.4K +713 +7%
IWM
574
IHT Wealth Management
Illinois
$537K +$34.4K +674 +7%
DADC
575
D.A. Davidson & Co
Montana
$534K -$6.58K -129 -1%

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.