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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

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: 887 → 876 (-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: 76 → 73 (-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
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$266M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$48.1M
3
Stifel Financial
Stifel Financial
Missouri
+$40.6M
4
Renaissance Technologies
Renaissance Technologies
New York
+$35.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$34.7M

Top Sellers

Rank Fund Capital Flow
1
DILIC
Dai-ichi Life Insurance Company
Japan
-$419M
2
NI
NYL Investors
New York
-$270M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$193M
4
ACG
Arch Capital Group
Bermuda
-$166M
5
Bank of America
Bank of America
North Carolina
-$114M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
851
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.25K +$8.21K +161 New
OWA
852
Opal Wealth Advisors
New York
$7.79K +$7.75K +152 New
RFA
853
Register Financial Advisors
Georgia
$7.57K +$102 +2 +1%
KWAG
854
Kiely Wealth Advisory Group
North Carolina
$6.54K +$6.43K +126 New
BWL
855
Bogart Wealth LLC
Virginia
$6.2K – – –
BIM
856
Breakwater Investment Management
Washington
$5.43K – – –
CFD
857
Creative Financial Designs
Indiana
$5.12K – – –
TCPG
858
Trivant Custom Portfolio Group
California
$5.12K – – –
DCM
859
Disciplina Capital Management
Tennessee
$4.91K -$7.1M -139,129 -100%
GI
860
GAMMA Investing
California
$4.66K +$4.64K +91 New
NCM
861
Northwest Capital Management
Oregon
$4.56K -$21.6K -424 -83%
CSS
862
Cubist Systematic Strategies
Connecticut
$4.56K +$4.54K +89 New
SRCM
863
Signature Resources Capital Management
California
$4.36K – – –
CIAS
864
Capital Investment Advisory Services
North Carolina
$4.05K – – –
CAL
865
Capital Advisors Ltd
Ohio
$4K – – –
RVM
866
Robinson Value Management
Texas
$3.84K – – –
VWM
867
Venturi Wealth Management
Texas
$3.59K – – –
CB
868
CNB Bank
Pennsylvania
$3.54K – – –
CIAS
869
CBIZ Investment Advisory Services
Ohio
$3.02K +$51 +1 +2%
PA
870
PSI Advisors
Florida
$2.82K +$2.81K +55 New
LI
871
LRI Investments
Florida
$2.51K – – –
BAM
872
Bellevue Asset Management
Washington
$2.02K – – –
BCMLT
873
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.84K – – –
KFI
874
Key Financial Inc
Pennsylvania
$1.64K – – –
TAM
875
Townsend Asset Management
North Carolina
$1.33K – – –
33 34
35
36 37

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.