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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
TWCA
751
Two West Capital Advisors
Kansas
$209K -$1.09K -21 -0.5%
MCA
752
Martin Capital Advisors
Texas
$209K
FHWM
753
Fox Hill Wealth Management
Massachusetts
$206K +$104 +2 +0.1%
RI
754
Ridgewood Investments
New Jersey
$205K +$58.1K +1,116 +40%
MG
755
Mather Group
Illinois
$204K -$22.8K -439 -10%
PB
756
Pinnacle Bancorp
Nebraska
$203K
DIA
757
Dana Investment Advisors
Wisconsin
$203K +$200K +3,848 New
PCMC
758
Paragon Capital Management (Colorado)
Colorado
$203K +$200K +3,847 New
HWM
759
Hemington Wealth Management
Virginia
$202K +$203K +3,895 New
HFS
760
Howard Financial Services
Texas
$201K +$198K +3,814 New
TCPW
761
Twin City Private Wealth
North Carolina
$200K +$198K +3,803 New
APCM
762
Alaska Permanent Capital Management
Alaska
$197K
AWM
763
Atticus Wealth Management
Florida
$196K -$13.2K -253 -6%
PPC
764
Park Place Capital
Alabama
$191K
MFT
765
Moisand Fitzgerald Tamayo
Florida
$183K +$181K +3,483 New
NP
766
NorthRock Partners
Minnesota
$182K -$109K -2,099 -38%
JFGIW
767
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$177K +$166K +3,199 +1,987%
AIC
768
Archer Investment Corporation
Indiana
$176K +$52 +1 +0%
CA
769
Continuum Advisory
Idaho
$176K +$64.8K +1,246 +58%
OIA
770
Optimum Investment Advisors
Illinois
$173K
CTA
771
Colonial Trust Advisors
South Carolina
$171K
WWP
772
WR Wealth Planners
Missouri
$161K -$1.04K -20 -0.6%
CT
773
Colonial Trust
South Carolina
$159K -$10.5K -201 -6%
MRCM
774
M&R Capital Management
New Jersey
$158K -$161K -3,100 -51%
ZB
775
Zions Bancorporation
Utah
$158K

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.