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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
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$49.4M +$2.01M +38,557 +4%
KFAA
52
Klaas Financial Asset Advisors
Illinois
$49.3M +$409K +7,867 +0.8%
EB
53
Eastern Bank
Massachusetts
$49.2M +$679K +13,054 +1%
OSAM
54
O'Shaughnessy Asset Management
Connecticut
$49.1M +$4.05M +77,915 +9%
MML Investors Services
55
MML Investors Services
Massachusetts
$48.9M +$34.3M +659,684 +246%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$47.2M +$12M +231,115 +35%
BFM
57
Boston Financial Management
Massachusetts
$45.5M +$2.85M +54,713 +7%
SWM
58
Stockman Wealth Management
Montana
$44.5M +$10.1M +194,804 +30%
SMFG
59
Sumitomo Mitsui Financial Group
Japan
$44.4M +$9.73K +187 +0%
SEI Investments
60
SEI Investments
Pennsylvania
$43.1M +$42.6M +818,331 New
SI
61
Stephens Inc
Arkansas
$42.2M -$553K -10,623 -1%
AFG
62
Arkansas Financial Group
Arkansas
$41.9M -$1.42M -27,280 -3%
Renaissance Technologies
63
Renaissance Technologies
New York
$40.4M -$15M -287,823 -27%
AAP
64
Arax Advisory Partners
Colorado
$39.2M -$1.03M -19,764 -3%
PI
65
Parkside Investments
Illinois
$39.1M +$2.44M +46,980 +7%
BSB
66
Bangor Savings Bank
Maine
$37.9M -$1.99M -38,333 -5%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$36.7M +$1M +19,218 +3%
UCFA
68
United Capital Financial Advisors
Texas
$36.3M +$2.27M +43,615 +7%
ZIG
69
Zurich Insurance Group
Switzerland
$35.8M
AFI
70
American Family Investments
Wisconsin
$35.3M
CIC
71
Cutler Investment Counsel
Oregon
$35.2M +$2M +38,399 +6%
MAS
72
Meeder Advisory Services
Ohio
$35M +$1.78M +34,253 +5%
GG
73
Greenwood Gearhart
Arkansas
$34.3M +$884K +16,987 +3%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$34.1M -$3.79M -72,877 -10%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$33.6M +$212K +4,070 +0.6%

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.