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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
NS
551
NBC Securities
Alabama
$651K -$51.1K -982 -7%
FIM
552
Freedom Investment Management
Connecticut
$649K -$10.1K -195 -2%
GC
553
Grimes & Company
Massachusetts
$644K -$23.3K -447 -4%
PFM
554
Phillips Financial Management
Indiana
$644K +$104 +2 +0%
GLA
555
Good Life Advisors
Pennsylvania
$642K +$634K +12,180 New
FCT
556
Family Capital Trust
Massachusetts
$623K
DW
557
Dodds Wealth
Colorado
$619K +$117K +2,251 +23%
FA
558
Faithward Advisors
Pennsylvania
$615K -$16.1K -309 -3%
HPM
559
Hudson Portfolio Management
New York
$609K +$602K +11,568 New
BWA
560
BlueChip Wealth Advisors
Georgia
$604K +$9.26K +178 +2%
1IA
561
1834 Investment Advisors
Wisconsin
$603K +$7.65K +147 +1%
CFA
562
Cahill Financial Advisors
Minnesota
$601K +$594K +11,410 New
CB
563
Commerce Bank
Missouri
$598K -$138K -2,655 -19%
PWS
564
Peloton Wealth Strategists
Indiana
$598K +$41.3K +793 +8%
FFA
565
Farther Finance Advisors
California
$596K +$44.6K +858 +8%
WAS
566
Wealth Advisory Solutions
Indiana
$589K -$5.72K -110 -1%
C1AG
567
Client 1st Advisory Group
Florida
$583K +$156K +3,000 +37%
SVWG
568
Shared Vision Wealth Group
United States
$578K +$4.68K +90 +0.8%
CP
569
Cumberland Partners
Ontario, Canada
$577K +$352K +6,755 +160%
CPA
570
Cardiff Park Advisors
California
$577K +$937 +18 +0.2%
EFS
571
Essex Financial Services
Connecticut
$567K +$260 +5 +0%
CCA
572
Criterion Capital Advisors
Tennessee
$567K
LB
573
Legacy Bridge
Iowa
$561K -$24.7K -475 -4%
BHB
574
Bank Hapoalim BM
Israel
$558K
BRWA
575
B. Riley Wealth Advisors
Florida
$554K -$57.5K -1,105 -9%

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.