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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
CIAS
726
CFS Investment Advisory Services
New Jersey
$245K -$17K -327 -7%
HS
727
Horan Securities
United States
$243K +$2.45K +47 +1%
CWP
728
Concord Wealth Partners
Virginia
$243K +$33.5K +643 +16%
AWM
729
Accurate Wealth Management
Florida
$242K -$1.82K -35 -0.7%
ONB
730
Old National Bancorp
Indiana
$241K
CAG
731
Csenge Advisory Group
Florida
$240K +$25.6K +492 +12%
PCA
732
Prosperity Capital Advisors
Ohio
$239K +$16.1K +310 +7%
MC
733
Middleton & Co
Massachusetts
$238K -$13.3K -255 -5%
LNWWM
734
Laird Norton Wetherby Wealth Management
California
$237K
WB
735
Webster Bank
Connecticut
$237K +$9.89K +190 +4%
RCG
736
Regatta Capital Group
California
$237K
BBA
737
BLB&B Advisors
Pennsylvania
$236K +$5.72K +110 +3%
FP
738
Financial Perspectives
Minnesota
$230K -$729 -14 -0.3%
MIC
739
Meridian Investment Counsel
California
$230K
SW
740
SteelPeak Wealth
California
$227K +$224K +4,313 New
EWM
741
Empirical Wealth Management
Washington
$225K
SHGA
742
Sand Hill Global Advisors
California
$222K
CCM
743
Canal Capital Management
Virginia
$218K +$215K +4,141 New
CWS
744
Confluence Wealth Services
Pennsylvania
$217K -$362K -6,953 -63%
MGIA
745
Matthew Goff Investment Advisor
Texas
$217K -$2.13K -41 -1%
NW
746
NewEdge Wealth
Pennsylvania
$215K -$213K -4,102 -50%
HIS
747
Horizon Investment Services
Indiana
$214K
LCGC
748
Legacy Capital Group California
California
$214K +$468 +9 +0.2%
PWS
749
Proactive Wealth Strategies
Georgia
$213K +$210K +4,042 New
IIM
750
Ipswich Investment Management
Massachusetts
$211K -$3.33K -64 -2%

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.