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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
ACP
601
Aveo Capital Partners
Colorado
$469K +$463K +8,903 New
LCM
602
Lazari Capital Management
California
$467K +$45.5K +874 +11%
CWG
603
Cornerstone Wealth Group
North Carolina
$465K -$5.41K -104 -1%
SP
604
Successful Portfolios
Florida
$463K -$13.3K -255 -3%
CWP
605
Cyndeo Wealth Partners
Florida
$460K -$7.65K -147 -2%
JCM
606
Janney Capital Management
Pennsylvania
$459K -$10.4K -199 -2%
PIA
607
Panoramic Investment Advisors
Colorado
$455K +$450K +8,649 New
WTC
608
WhitTier Trust Company
Nevada
$455K
USB
609
Union Savings Bank
Connecticut
$454K
HPFG
610
Hart & Patterson Financial Group
Massachusetts
$453K +$448K +8,602 New
AWM
611
Ameliora Wealth Management
Switzerland
$447K -$3.11M -59,768 -88%
RZH
612
Relyea Zuckerberg Hanson
Connecticut
$445K +$3.33K +64 +0.8%
VP
613
Verum Partners
North Carolina
$445K -$336K -6,462 -43%
MFIMFI
614
Mesirow Financial Investment Management - Fixed Income
Illinois
$443K
CAWM
615
Capital Advisors Wealth Management
Washington
$438K -$140K -2,697 -24%
PA
616
Probity Advisors
Texas
$436K -$316K -6,065 -42%
SAM
617
Strategy Asset Managers
California
$436K -$1.2M -22,985 -74%
CAM
618
Creekmur Asset Management
Illinois
$432K -$2.19K -42 -0.5%
Jones Financial Companies
619
Jones Financial Companies
Missouri
$432K +$252K +4,834 +144%
BHWM
620
Beaird Harris Wealth Management
Texas
$430K +$416 +8 +0.1%
SCA
621
Stonebridge Capital Advisors
Minnesota
$428K -$288K -5,538 -41%
VPI
622
Value Partners Investments
Manitoba, Canada
$426K +$80.2K +1,542 +24%
WCM
623
WealthBridge Capital Management
Ohio
$421K +$125K +2,400 +43%
MG
624
Marex Group
$421K
CCG
625
Ceeto Capital Group
Florida
$421K

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.