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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
VA
676
Valmark Advisers
Ohio
$321K +$317K +6,093 New
PG
677
Patten Group
Tennessee
$320K
SAM
678
Seelaus Asset Management
New Jersey
$319K
TCM
679
TD Capital Management
Tennessee
$313K
HBS
680
Howard Bailey Securities
Indiana
$312K +$308K +5,920 New
HPM
681
Hoxton Planning & Management
West Virginia
$310K +$4.16K +80 +1%
WDC
682
Woodward Diversified Capital
California
$310K +$10.7K +206 +4%
DWT
683
Dorsey & Whitney Trust
South Dakota
$310K +$104 +2 +0%
IIC
684
Integrated Investment Consultants
Michigan
$301K -$8.38K -161 -3%
PWPS
685
Pinnacle Wealth Planning Services
Ohio
$300K +$297K +5,700 New
JLBC
686
J.L. Bainbridge & Co
Florida
$297K -$3.54K -68 -1%
Financial Engines Advisors
687
Financial Engines Advisors
California
$295K +$291K +5,597 New
CW
688
CreativeOne Wealth
Kansas
$293K +$290K +5,565 New
WB
689
WesBanco Bank
West Virginia
$292K +$288K +5,536 New
GJIA
690
Glass Jacobson Investment Advisors
Maryland
$287K +$364 +7 +0.1%
AL
691
Aspiriant LLC
California
$286K
EIA
692
Edgemoor Investment Advisors
Maryland
$285K +$52K +1,000 +23%
PPG
693
Peak Planning Group
Colorado
$284K +$21.4K +412 +8%
MOS
694
MGO One Seven
Ohio
$280K -$6.4K -123 -2%
NPP
695
New Potomac Partners
Maryland
$280K -$5.2K -100 -2%
CAL
696
Capital Analysts LLC
Pennsylvania
$278K +$12.5K +240 +5%
KDA
697
Kraft Davis & Associates
Missouri
$277K +$278K +5,339 New
IP
698
Ignite Planners
California
$277K
IAS
699
Insigneo Advisory Services
Florida
$273K +$7.6K +146 +3%
AGP
700
Autumn Glory Partners
Texas
$272K -$16.5K -317 -6%

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.