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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
MGIA
726
Matthew Goff Investment Advisor
Texas
$213K -$918 -18 -0.4%
CAG
727
Csenge Advisory Group
Florida
$210K -$89.9K -1,762 -30%
GM
728
GeoWealth Management
Illinois
$210K -$15.6K -306 -7%
HIS
729
Horizon Investment Services
Indiana
$209K -$1.02K -20 -0.5%
IIM
730
Ipswich Investment Management
Massachusetts
$208K +$3.27K +64 +2%
WAS
731
WESPAC Advisors SoCal
California
$208K -$55.9K -1,095 -21%
LCGC
732
Legacy Capital Group California
California
$208K -$24.7K -485 -11%
DTL
733
Dynamic Technology Lab
Singapore
$205K +$204K +3,997 New
AP
734
Adero Partners
California
$205K +$204K +4,000 New
AAS
735
Annex Advisory Services
Wisconsin
$205K +$204K +4,000 New
TWCA
736
Two West Capital Advisors
Kansas
$204K +$203K +3,987 New
CIBC World Market
737
CIBC World Market
Ontario, Canada
$204K +$203K +3,981 New
AWM
738
Atticus Wealth Management
Florida
$204K -$141K -2,758 -41%
CWP
739
Concord Wealth Partners
Virginia
$204K -$357 -7 -0.2%
MCA
740
Martin Capital Advisors
Texas
$203K
FMWA
741
Forvis Mazars Wealth Advisors
Missouri
$201K +$200K +3,930 New
FHWM
742
Fox Hill Wealth Management
Massachusetts
$201K -$1.53K -30 -0.8%
GWCM
743
Godshalk Welsh Capital Management
Pennsylvania
$200K -$99.4K -1,948 -33%
PB
744
Pinnacle Bancorp
Nebraska
$197K
APCM
745
Alaska Permanent Capital Management
Alaska
$192K
PPC
746
Park Place Capital
Alabama
$186K +$109K +2,144 +145%
CA
747
Crewe Advisors
Utah
$186K
Jones Financial Companies
748
Jones Financial Companies
Missouri
$172K +$120K +2,355 +236%
AIC
749
Archer Investment Corporation
Indiana
$172K -$2.65K -52 -2%
OIA
750
Optimum Investment Advisors
Illinois
$168K

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.