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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
SR
826
Syntax Research
Florida
$34.5K
NRC
827
New Republic Capital
North Carolina
$33.2K -$9.52K -183 -23%
ME
828
McIlrath & Eck
Washington
$31.8K
HGERS
829
Householder Group Estate & Retirement Specialist
Arizona
$30K +$572 +11 +2%
CPA
830
Clear Point Advisors
New York
$29.3K +$312 +6 +1%
RA
831
Rise Advisors
New York
$29.2K +$28.8K +554 New
BTI
832
Blue Trust Inc
Georgia
$29.2K -$52 -1 -0.2%
CHC
833
City Holding Co
West Virginia
$25.8K
CTB
834
Country Trust Bank
Illinois
$25.4K
CAS
835
Coppell Advisory Solutions
Texas
$25.4K +$15.6K +300 +166%
RFS
836
Richardson Financial Services
Massachusetts
$23.7K +$11.5K +221 +94%
BLC
837
Brown, Lisle/Cummings
Rhode Island
$23.7K
RIA
838
Realta Investment Advisors
Delaware
$23.3K -$51.6K -992 -69%
TIM
839
Thompson Investment Management
Wisconsin
$23.2K
WIM
840
Westside Investment Management
California
$21.1K
MIA
841
MeadowBrook Investment Advisors
Michigan
$19.2K
HIA
842
Harbor Investment Advisory
Maryland
$18.4K
JIP
843
Jaffetilchin Investment Partners
Florida
$18.4K +$18.2K +350 New
RA
844
Ransom Advisory
Rhode Island
$18.3K
SIS
845
Sound Income Strategies
Florida
$18K
FFL
846
Financial Freedom LLC
Ohio
$17.1K +$156 +3 +0.9%
JAM
847
JCIC Asset Management
Ontario, Canada
$16.9K
SA
848
SRH Advisors
Kansas
$15.8K
RWM
849
Reston Wealth Management
Virginia
$15.8K +$15.6K +300 New
PA
850
PSI Advisors
Florida
$14.5K +$11.4K +220 +400%

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.