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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
JWM
901
JGP Wealth Management
Oregon
-$565K -11,009 Closed
CW
902
CreativeOne Wealth
Kansas
-$561K -10,946 Closed
MFG
903
Merit Financial Group
Georgia
-$431K -8,454 Closed
FA
904
Fermata Advisors
California
-$407K -7,929 Closed
ECA
905
Elevated Capital Advisors
Utah
-$351K -6,851 Closed
AIM
906
Astor Investment Management
Illinois
-$326K -6,359 Closed
HWM
907
Howard Wealth Management
Connecticut
-$319K -6,218 Closed
RIA
908
Regal Investment Advisors
Michigan
-$290K -5,655 Closed
BSW
909
Buckingham Strategic Wealth
Missouri
-$276K -5,379 Closed
VCAM
910
Van Cleef Asset Management
Ohio
-$269K -5,250 Closed
EWM
911
Evercore Wealth Management
New York
-$254K -4,950 Closed
BF
912
Brooklyn FI
New York
-$249K -4,856 Closed
CIS
913
Custom Index Systems
New York
-$232K -4,525 Closed
T
914
TNF
Montana
-$229K -4,499 Closed
GCA
915
Greenwood Capital Associates
South Carolina
-$230K -4,482 Closed
WI
916
Wintrust Investments
Illinois
-$223K -4,355 Closed
MW
917
Marcum Wealth
Ohio
-$218K -4,252 Closed
LNB
918
Ledyard National Bank
-$216K -4,214 Closed
Allspring Global Investments
919
Allspring Global Investments
North Carolina
-$216K -4,210 Closed
CL
920
CIM LLC
New York
-$214K -4,170 Closed
ST
921
Spinnaker Trust
Maine
-$204K -3,983 Closed
FFWM
922
Future Financial Wealth Management
Ohio
-$142K -2,774 Closed
CA
923
CoreCap Advisors
Michigan
-$80.3K -1,565 Closed
HR
924
Howe & Rusling
New York
-$76.4K -1,489 Closed
TCPW
925
Twin City Private Wealth
North Carolina
-$74.8K -1,458 Closed

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.