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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
RA
901
Riversedge Advisors
Delaware
-$7.65M -149,299 Closed
SFC
902
Strategic Financial Concepts
Texas
-$142K -120,273 Closed
OMC
903
Old Mission Capital
Illinois
-$4.93M -96,232 Closed
CPO
904
Cerity Partners OCIO
New York
-$4.76M -92,803 Closed
HT
905
Headlands Technologies
Illinois
-$4.14M -80,849 Closed
MSWM
906
McGlone Suttner Wealth Management
Wisconsin
-$3.6M -70,262 Closed
LWM
907
Liberty Wealth Management
California
-$65K -52,924 Closed
SIA
908
SeaBridge Investment Advisors
New Jersey
-$2.56M -49,912 Closed
WFA
909
Wellspring Financial Advisors
Ohio
-$1.86M -36,373 Closed
EFS
910
Econ Financial Services
Pennsylvania
-$1.55M -30,259 Closed
IDA
911
Intelligence Driven Advisers
California
-$1.12M -21,871 Closed
Squarepoint
912
Squarepoint
New York
-$822K -16,033 Closed
CFAM
913
Center For Asset Management
Florida
-$519K -10,134 Closed
BJL
914
Brighton Jones LLC
Washington
-$472K -9,219 Closed
GDP
915
Great Diamond Partners
Maine
-$381K -7,435 Closed
IIC
916
Ironwood Investment Counsel
Arizona
-$376K -7,329 Closed
AWM
917
Avaii Wealth Management
Wisconsin
-$318K -6,203 Closed
SWM
918
SigFig Wealth Management
California
-$258K -5,040 Closed
CSIC
919
Clifford Swan Investment Counsel
California
-$253K -4,930 Closed
RSVP
920
Ramsay Stattman Vela & Price
Colorado
-$249K -4,859 Closed
BW
921
Bison Wealth
Georgia
-$237K -4,618 Closed
CAI
922
Capital Advisors Inc
Oklahoma
-$221K -4,315 Closed
WAS
923
WESPAC Advisors SoCal
California
-$208K -4,060 Closed
AP
924
Adero Partners
California
-$205K -4,000 Closed
AAS
925
Annex Advisory Services
Wisconsin
-$205K -4,000 Closed

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.