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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
DTL
926
Dynamic Technology Lab
Singapore
-$205K -3,997 Closed
FMWA
927
Forvis Mazars Wealth Advisors
Missouri
-$201K -3,930 Closed
GWCM
928
Godshalk Welsh Capital Management
Pennsylvania
-$200K -3,911 Closed
IAIM
929
International Assets Investment Management
Florida
-$164K -3,196 Closed
Nomura Asset Management
930
Nomura Asset Management
Japan
-$149K -2,910 Closed
VAG
931
VisionPoint Advisory Group
Texas
-$102K -1,986 Closed
PR
932
Payden & Rygel
California
-$90K -1,747 Closed
NFSG
933
Newbridge Financial Services Group
Florida
-$87.1K -1,700 Closed
PCMC
934
Private Capital Management (Colorado)
Colorado
-$62.8K -1,226 Closed
TFF
935
The Family Firm
Maryland
-$48.7K -950 Closed
RWMG
936
Redwood Wealth Management Group
New Jersey
-$41.2K -805 Closed
MHR
937
Matthew Hamilton Rosenberg
-$30.7K -601 Closed
VCM
938
Versant Capital Management
Arizona
-$21.9K -427 Closed
TWP
939
Triad Wealth Partners
Kansas
-$18.1K -354 Closed
KFS
940
Kelly Financial Services
Massachusetts
-$14.2K -277 Closed
TJHA
941
Thomas J. Herzfeld Advisors
Florida
-$13.9K -272 Closed
TSWM
942
Tyler-Stone Wealth Management
Ohio
-$12.9K -252 Closed
OWA
943
Opal Wealth Advisors
New York
-$7.79K -152 Closed
CFD
944
Creative Financial Designs
Indiana
-$5.12K -100 Closed
FWP
945
FAS Wealth Partners
Kansas
-$667 -13 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.