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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
CAAS
651
Capital Asset Advisory Services
Michigan
$368K -$16.4K -316 -4%
DBRC
652
D.B. Root & Company
Pennsylvania
$368K -$10.4K -200 -3%
AWA
653
Arete Wealth Advisors
Illinois
$360K -$66.6K -1,280 -16%
CF
654
Centaurus Financial
California
$354K
CSA
655
Cottage Street Advisors
Massachusetts
$351K
SFA
656
Sequoia Financial Advisors
Ohio
$350K -$36K -691 -9%
SCM
657
Seascape Capital Management
New Hampshire
$348K
HWM
658
HB Wealth Management
Georgia
$348K -$1.09K -21 -0.3%
CAG
659
Curtis Advisory Group
California
$345K +$34K +654 +11%
ATC
660
Argent Trust Co
Tennessee
$344K
BPAMU
661
BTG Pactual Asset Management US
New York
$344K +$333K +6,407 New
Ninety One (UK)
662
Ninety One (UK)
United Kingdom
$343K +$339K +6,520 New
SS
663
Sunbelt Securities
Texas
$343K +$6.66K +128 +2%
4WM
664
4J Wealth Management
Virginia
$340K +$260 +5 +0.1%
ISWM
665
Independent Solutions Wealth Management
New York
$337K -$127K -2,443 -28%
WMA
666
West Michigan Advisors
Michigan
$335K +$13.8K +266 +4%
ML
667
McAdam LLC
Pennsylvania
$334K +$17.5K +336 +6%
HFA
668
High Falls Advisors
New York
$334K -$29.7K -571 -8%
KWA
669
Kingswood Wealth Advisors
California
$333K -$112K -2,154 -25%
1WM
670
1900 Wealth Management
Texas
$331K -$25.2K -484 -7%
VWWMG
671
Vermillion & White Wealth Management Group
Pennsylvania
$331K -$5.2K -100 -2%
TA
672
Townsend & Associates
Colorado
$330K
LA
673
Lifeworks Advisors
Michigan
$325K +$322K +6,181 New
MW
674
MBL Wealth
North Carolina
$325K -$85.9K -1,650 -21%
CPP
675
Capasso Planning Partners
South Carolina
$322K

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.