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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
DADC
576
D.A. Davidson & Co
Montana
$549K -$677 -13 -0.1%
EH
577
Equitable Holdings
New York
$536K +$181K +3,478 +52%
LFAS
578
Level Four Advisory Services
Texas
$534K -$12.3K -236 -2%
EDRIA
579
Edmonds Duncan Registered Investment Advisors
Kansas
$533K -$45.5K -875 -8%
CWA
580
Cascade Wealth Advisors
Washington
$527K
USCWA
581
U.S. Capital Wealth Advisors
Texas
$522K
RA
582
RFG Advisory
Alabama
$520K -$163K -3,135 -24%
FHB
583
First Hawaiian Bank
Hawaii
$519K +$208 +4 +0%
CTWM
584
Cherry Tree Wealth Management
Minnesota
$507K
AWM
585
AllSquare Wealth Management
New York
$504K
FUBT
586
First United Bank & Trust
Maryland
$503K -$13.3K -255 -3%
MFA
587
Mayflower Financial Advisors
Massachusetts
$498K
TCA
588
Transcend Capital Advisors
New Jersey
$496K +$490K +9,420 New
WAP
589
Wealthcare Advisory Partners
Pennsylvania
$496K +$257K +4,931 +110%
BFO
590
Boston Family Office
Massachusetts
$492K
EWA
591
EverSource Wealth Advisors
Alabama
$491K -$70.3K -1,351 -13%
RW
592
Rede Wealth
Virginia
$489K +$34.9K +671 +8%
WP
593
WMS Partners
Maryland
$486K +$41.6K +800 +9%
DI
594
Disciplined Investments
Oklahoma
$486K
MSA
595
Marathon Strategic Advisors
Pennsylvania
$485K -$29.4K -564 -6%
S
596
Sachetta
Massachusetts
$484K
PI
597
PFG Investments
New York
$483K +$175K +3,365 +58%
MWM
598
Mascoma Wealth Management
New Hampshire
$481K -$157K -3,014 -25%
HWM
599
Hohimer Wealth Management
Washington
$474K -$508K -9,765 -52%
IC
600
Innealta Capital
Texas
$470K -$28.8K -553 -6%

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.