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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
4WM
651
4J Wealth Management
Virginia
$330K -$22K -432 -6%
GA
652
Greytown Advisors
Florida
$328K
TA
653
Townsend & Associates
Colorado
$327K
SS
654
Sunbelt Securities
Texas
$327K +$76.4K +1,498 +31%
VWWMG
655
Vermillion & White Wealth Management Group
Pennsylvania
$327K
AWM
656
Avaii Wealth Management
Wisconsin
$318K -$6.94K -136 -2%
CPP
657
Capasso Planning Partners
South Carolina
$313K
WMA
658
West Michigan Advisors
Michigan
$313K +$7.09K +139 +2%
MRCM
659
M&R Capital Management
New Jersey
$313K
PG
660
Patten Group
Tennessee
$311K
SAM
661
Seelaus Asset Management
New Jersey
$310K +$6.17K +121 +2%
ML
662
McAdam LLC
Pennsylvania
$307K +$22.5K +441 +8%
TCM
663
TD Capital Management
Tennessee
$305K
CAG
664
Curtis Advisory Group
California
$303K +$6.89K +135 +2%
IIC
665
Integrated Investment Consultants
Michigan
$302K
DWT
666
Dorsey & Whitney Trust
South Dakota
$301K -$102 -2 -0%
HPM
667
Hoxton Planning & Management
West Virginia
$298K
PI
668
PFG Investments
New York
$297K +$296K +5,799 New
JLBC
669
J.L. Bainbridge & Co
Florida
$293K -$11.3K -222 -4%
AWM
670
Able Wealth Management
New Jersey
$292K -$130K -2,550 -31%
WDC
671
Woodward Diversified Capital
California
$291K -$1.38K -27 -0.5%
WCM
672
WealthBridge Capital Management
Ohio
$287K +$286K +5,604 New
NP
673
NorthRock Partners
Minnesota
$285K -$284K -5,567 -50%
AGP
674
Autumn Glory Partners
Texas
$281K
GJIA
675
Glass Jacobson Investment Advisors
Maryland
$279K +$408 +8 +0.1%

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.