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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
MOS
676
MGO One Seven
Ohio
$279K -$15K -295 -5%
AL
677
Aspiriant LLC
California
$278K -$6.63K -130 -2%
WPC
678
Waters Parkerson & Co
Louisiana
$278K +$5.1K +100 +2%
NPP
679
New Potomac Partners
Maryland
$277K -$5.1K -100 -2%
PT
680
Plimoth Trust
Massachusetts
$275K -$42.3K -830 -13%
PWMAG
681
Pinnacle Wealth Management Advisory Group
New Jersey
$272K -$357 -7 -0.1%
IWA
682
Icon Wealth Advisors
Texas
$270K +$8.11K +159 +3%
GWAM
683
Guardian Wealth Advisors (Minnesota)
Minnesota
$270K -$20.3K -398 -7%
IP
684
Ignite Planners
California
$270K
DIA
685
Davidson Investment Advisors
Montana
$264K -$12.4K -244 -5%
GBT
686
Grove Bank & Trust
Florida
$263K -$213K -4,170 -45%
IAS
687
Insigneo Advisory Services
Florida
$262K +$257K +5,042 New
AP
688
Americana Partners
Texas
$262K
EAM
689
Evanson Asset Management
California
$260K +$2.55K +50 +1%
CAL
690
Capital Analysts LLC
Pennsylvania
$259K -$508K -9,952 -66%
SWM
691
SigFig Wealth Management
California
$258K +$13.4K +262 +5%
BMCM
692
Black Maple Capital Management
Wisconsin
$256K
PPG
693
Peak Planning Group
Colorado
$255K +$8.77K +172 +4%
CIAS
694
CFS Investment Advisory Services
New Jersey
$255K +$254K +4,981 New
CSIC
695
Clifford Swan Investment Counsel
California
$253K
1CM
696
1492 Capital Management
Wisconsin
$252K
PWG
697
Private Wealth Group
Florida
$252K
FAFN
698
First Affirmative Financial Network
Colorado
$251K -$28.8K -565 -10%
P
699
&Partners
Tennessee
$249K +$248K +4,867 New
RSVP
700
Ramsay Stattman Vela & Price
Colorado
$249K

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.