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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
ACP
701
Aviance Capital Partners
Florida
$245K
MC
702
Middleton & Co
Massachusetts
$244K
CWM
703
C2C Wealth Management
Arizona
$243K
SFG
704
Seamount Financial Group
Colorado
$243K +$7.14K +140 +3%
AWM
705
Accurate Wealth Management
Florida
$241K +$238K +4,672 New
ML
706
Mayport LLC
Massachusetts
$241K -$68.3K -1,339 -22%
BW
707
Bison Wealth
Georgia
$237K
ONB
708
Old National Bancorp
Indiana
$235K
HS
709
Horan Securities
United States
$234K +$2.3K +45 +1%
LNWWM
710
Laird Norton Wetherby Wealth Management
California
$231K
FIA
711
Foundations Investment Advisors
Arizona
$231K +$230K +4,503 New
RCG
712
Regatta Capital Group
California
$231K
WAP
713
Wealthcare Advisory Partners
Pennsylvania
$230K +$229K +4,486 New
EIA
714
Edgemoor Investment Advisors
Maryland
$226K
FP
715
Financial Perspectives
Minnesota
$225K +$1.78K +35 +0.8%
BBA
716
BLB&B Advisors
Pennsylvania
$224K
MIC
717
Meridian Investment Counsel
California
$224K -$76.5K -1,500 -26%
MG
718
Mather Group
Illinois
$221K -$18.4K -361 -8%
CAI
719
Capital Advisors Inc
Oklahoma
$221K -$4.9K -96 -2%
WB
720
Webster Bank
Connecticut
$221K +$5.05K +99 +2%
EWM
721
Empirical Wealth Management
Washington
$219K -$230K -4,511 -51%
TC
722
TAGStone Capital
North Carolina
$218K +$217K +4,260 New
PCA
723
Prosperity Capital Advisors
Ohio
$216K +$215K +4,223 New
SHGA
724
Sand Hill Global Advisors
California
$216K -$102K -2,006 -32%
CP
725
Cumberland Partners
Ontario, Canada
$216K +$215K +4,210 New

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.