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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
ISWM
601
Independent Solutions Wealth Management
New York
$453K -$60K -1,177 -12%
WTC
602
WhitTier Trust Company
Nevada
$443K -$11K -215 -2%
USB
603
Union Savings Bank
Connecticut
$442K -$16.6K -325 -4%
RW
604
Rede Wealth
Virginia
$442K -$12.7K -249 -3%
KWA
605
Kingswood Wealth Advisors
California
$434K -$45.3K -888 -9%
WP
606
WMS Partners
Maryland
$432K
MFIMFI
607
Mesirow Financial Investment Management - Fixed Income
Illinois
$431K
BFW
608
Brady Family Wealth
Missouri
$430K -$30.2K -592 -7%
RZH
609
Relyea Zuckerberg Hanson
Connecticut
$430K +$13.2K +258 +3%
IFG
610
Independent Financial Group
California
$429K -$35.2K -691 -8%
CAM
611
Creekmur Asset Management
Illinois
$423K -$57.3K -1,124 -12%
NW
612
NewEdge Wealth
Pennsylvania
$420K -$31.2K -612 -7%
AEPWM
613
Atlantic Edge Private Wealth Management
Florida
$419K -$101K -1,985 -20%
BHWM
614
Beaird Harris Wealth Management
Texas
$418K +$357 +7 +0.1%
AWA
615
Arete Wealth Advisors
Illinois
$416K +$414K +8,123 New
C1AG
616
Client 1st Advisory Group
Florida
$414K -$34.2K -670 -8%
CCG
617
Ceeto Capital Group
Florida
$410K
MG
618
Marex Group
$410K
LCM
619
Lazari Capital Management
California
$409K +$408K +7,991 New
AF
620
Arrow Financial
New York
$407K -$1.14M -22,377 -74%
BCM
621
Becker Capital Management
Oregon
$406K -$663K -12,990 -62%
HCP
622
Hexagon Capital Partners
Arkansas
$406K -$10.3K -202 -2%
AFP
623
Ausdal Financial Partners
Iowa
$403K +$3.21K +63 +0.8%
MW
624
MBL Wealth
North Carolina
$400K -$316K -6,195 -44%
T
625
TrueFG
Texas
$390K -$54.8K -1,074 -12%

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.