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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
CBC
751
Coombe, Bender & Co
New York
$167K
CTA
752
Colonial Trust Advisors
South Carolina
$166K
CT
753
Colonial Trust
South Carolina
$165K -$140K -2,743 -46%
IAIM
754
International Assets Investment Management
Florida
$164K -$53.4K -1,046 -25%
WWP
755
WR Wealth Planners
Missouri
$158K -$5K -98 -3%
ZB
756
Zions Bancorporation
Utah
$154K +$153K +3,000 New
Nomura Asset Management
757
Nomura Asset Management
Japan
$149K -$244K -4,790 -62%
SFC
758
Strategic Financial Concepts
Texas
$142K +$5.85M +114,763 +2,083%
RI
759
Ridgewood Investments
New Jersey
$142K +$141K +2,768 New
FRA
760
Front Row Advisors
California
$137K -$459 -9 -0.3%
PTC
761
Private Trust Company
Ohio
$132K +$5.1K +100 +4%
S
762
SignatureFD
Georgia
$130K +$114K +2,231 +717%
EWM
763
EPG Wealth Management
Georgia
$126K -$141K -2,765 Closed
FDCDDQ
764
Federation des caisses Desjardins du Quebec
Quebec, Canada
$123K +$44.7K +877 +57%
PO
765
Private Ocean
California
$121K
SIM
766
Studio Investment Management
Illinois
$120K
SWC
767
Spectrum Wealth Counsel
Indiana
$113K -$7.5K -147 -6%
CA
768
Continuum Advisory
Idaho
$110K +$306 +6 +0.3%
MSG
769
Main Street Group
Virginia
$102K
VAG
770
VisionPoint Advisory Group
Texas
$102K -$2.3K -45 -2%
AA
771
AlphaCentric Advisors
Puerto Rico
$98.4K -$969 -19 -1%
CB
772
Community Bank
New York
$97.4K
BP
773
BNP Paribas
France
$90.8K +$90.4K +1,773 New
GI
774
Gradient Investments
Minnesota
$90.4K -$71.2K -1,395 -44%
LWANC
775
Laurel Wealth Advisors (North Carolina)
North Carolina
$90.3K +$918 +18 +1%

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.