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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
SAW
701
Signal Advisors Wealth
Michigan
$272K +$269K +5,160 New
CWM
702
Centurion Wealth Management
Virginia
$271K +$268K +5,148 New
GBT
703
Grove Bank & Trust
Florida
$271K
PT
704
Plimoth Trust
Massachusetts
$270K -$12.5K -240 -4%
EAM
705
Evanson Asset Management
California
$270K +$2.76K +53 +1%
AP
706
Americana Partners
Texas
$269K
IWA
707
Icon Wealth Advisors
Texas
$269K -$5.46K -105 -2%
GWAM
708
Guardian Wealth Advisors (Minnesota)
Minnesota
$268K -$9.26K -178 -3%
OPWM
709
Oxinas Partners Wealth Management
Indiana
$267K -$127K -2,435 -32%
AFO
710
Allie Family Office
Florida
$265K -$364K -7,000 -58%
BMCM
711
Black Maple Capital Management
Wisconsin
$263K
DIA
712
Davidson Investment Advisors
Montana
$261K -$10.7K -205 -4%
FAFN
713
First Affirmative Financial Network
Colorado
$260K +$1.82K +35 +0.7%
1CM
714
1492 Capital Management
Wisconsin
$259K
PWG
715
Private Wealth Group
Florida
$259K
AWM
716
Able Wealth Management
New Jersey
$257K -$42K -807 -14%
IPW
717
Intergy Private Wealth
Colorado
$257K +$254K +4,877 New
PWMAG
718
Pinnacle Wealth Management Advisory Group
New Jersey
$253K -$26K -500 -9%
TC
719
TAGStone Capital
North Carolina
$252K +$27.2K +523 +12%
SFG
720
Seamount Financial Group
Colorado
$252K +$1.56K +30 +0.6%
ACP
721
Aviance Capital Partners
Florida
$251K
FIA
722
Foundations Investment Advisors
Arizona
$251K +$13.8K +266 +6%
IIA
723
Integral Investment Advisors
California
$249K +$246K +4,719 New
ML
724
Mayport LLC
Massachusetts
$248K
CWM
725
C2C Wealth Management
Arizona
$247K

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.