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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
FFA
576
Farther Finance Advisors
California
$534K +$27.2K +534 +5%
CFAM
577
Center For Asset Management
Florida
$519K -$1.82M -35,700 -78%
CWA
578
Cascade Wealth Advisors
Washington
$516K
USCWA
579
U.S. Capital Wealth Advisors
Texas
$508K -$2.7K -53 -0.5%
FHB
580
First Hawaiian Bank
Hawaii
$504K +$2.96K +58 +0.6%
FUBT
581
First United Bank & Trust
Maryland
$503K -$24.5K -480 -5%
FCI
582
Financial Counselors Inc
Kansas
$500K
MSA
583
Marathon Strategic Advisors
Pennsylvania
$500K +$498K +9,765 New
CTWM
584
Cherry Tree Wealth Management
Minnesota
$493K
DW
585
Dodds Wealth
Colorado
$493K +$490K +9,611 New
AWM
586
AllSquare Wealth Management
New York
$490K
OWA
587
Outlook Wealth Advisors
Texas
$487K +$139K +2,725 +3%
IC
588
Innealta Capital
Texas
$485K +$483K +9,470 New
MFA
589
Mayflower Financial Advisors
Massachusetts
$485K -$20.4K -400 -4%
BFO
590
Boston Family Office
Massachusetts
$478K
S
591
Sachetta
Massachusetts
$476K -$67.3K -1,320 -13%
DI
592
Disciplined Investments
Oklahoma
$473K -$48.5K -950 -9%
BJL
593
Brighton Jones LLC
Washington
$472K +$7.29K +143 +2%
SP
594
Successful Portfolios
Florida
$464K -$1.63K -32 -0.4%
First Manhattan
595
First Manhattan
New York
$459K -$33.5K -657 -7%
CWG
596
Cornerstone Wealth Group
North Carolina
$458K
JCM
597
Janney Capital Management
Pennsylvania
$457K -$16.6K -325 -4%
M&T Bank
598
M&T Bank
New York
$456K -$703K -13,785 -61%
CWP
599
Cyndeo Wealth Partners
Florida
$455K +$57K +1,117 +14%
GWM
600
Geneos Wealth Management
Colorado
$455K +$29.8K +584 +7%

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.