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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
CA
851
Centerpoint Advisors
Massachusetts
$13K
LFA
852
LGT Financial Advisors
Texas
$11K
FIM
853
FWL Investment Management
Texas
$10.5K
FFA
854
Frazier Financial Advisors
Ohio
$10.4K
PFG
855
Peterson Financial Group
Iowa
$8.74K +$8.64K +166 New
GSEP
856
Golden State Equity Partners
California
$8.69K +$8.59K +165 New
OFG
857
Oxford Financial Group
Indiana
$8.27K +$8.17K +157 New
RFA
858
Register Financial Advisors
Georgia
$7.86K +$52 +1 +0.7%
MA
859
Montag & Associates
Georgia
$7.37K -$22.4K -430 -75%
BA
860
Bristlecone Advisors
Washington
$6.74K +$6.66K +128 New
KWAG
861
Kiely Wealth Advisory Group
North Carolina
$6.53K
BWL
862
Bogart Wealth LLC
Virginia
$6.37K
BIM
863
Breakwater Investment Management
Washington
$5.58K
NFA
864
Northwest Financial Advisors
Virginia
$5.42K +$5.36K +103 New
TCPG
865
Trivant Custom Portfolio Group
California
$5.27K
HIIFS
866
Harel Insurance Investments & Financial Services
Israel
$5K
FWM
867
FSA Wealth Management
Massachusetts
$4.97K +$4.89K +94 New
NCM
868
Northwest Capital Management
Oregon
$4.69K
SRCM
869
Signature Resources Capital Management
California
$4.26K -$208 -4 -5%
CIAS
870
Capital Investment Advisory Services
North Carolina
$4.17K
CAL
871
Capital Advisors Ltd
Ohio
$4K
RVM
872
Robinson Value Management
Texas
$3.95K
WWM
873
Wolff Wiese Magana
California
$3.79K -$18K -345 -83%
CB
874
CNB Bank
Pennsylvania
$3.63K
BBHC
875
Brown Brothers Harriman & Co
New York
$3.42K +$3.38K +65 New

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.