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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
NC
76
NewSquare Capital
Pennsylvania
$33.4M +$2.34M +44,871 +8%
PP
77
PDS Planning
Ohio
$32.9M +$2.81M +54,017 +9%
DIP
78
DT Investment Partners
Pennsylvania
$32.6M +$1.19M +22,777 +4%
BWAM
79
Boyd Watterson Asset Management
Ohio
$31.4M +$60.2K +1,157 +0.2%
RWM
80
Ritholtz Wealth Management
New York
$31.3M +$1.75M +33,679 +6%
MCA
81
Maryland Capital Advisors
Maryland
$31.1M +$7.78M +149,528 +34%
BCWM
82
Bartlett & Co Wealth Management
Ohio
$30.9M +$1.85M +35,557 +6%
OIA
83
OneDigital Investment Advisors
Kansas
$28.5M +$9.79M +188,035 +53%
1832 Asset Management
84
1832 Asset Management
Ontario, Canada
$28.5M -$22.1K -425 -0.1%
Osaic Holdings
85
Osaic Holdings
Arizona
$28.5M +$853K +16,382 +3%
Envestnet Portfolio Solutions
86
Envestnet Portfolio Solutions
Illinois
$27.8M +$15.7M +301,624 +133%
Prudential Financial
87
Prudential Financial
New Jersey
$27.8M +$212K +4,066 +0.8%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$26.4M -$8.49M -163,080 -25%
AP
89
Atwood & Palmer
Missouri
$26.2M +$579K +11,127 +2%
BEI
90
Benjamin Edwards Inc
Missouri
$26M +$23.6M +454,155 +1,160%
LFS
91
Lutz Financial Services
Nebraska
$25.1M -$262K -5,034 -1%
Lazard Asset Management
92
Lazard Asset Management
New York
$24.5M
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$24M +$11.8M +227,278 +99%
RIG
94
RiverFront Investment Group
Virginia
$23.2M +$3.04M +58,443 +15%
CPIG
95
Chicago Partners Investment Group
Illinois
$22.6M +$494K +9,497 +2%
NCM
96
Nelson Capital Management
California
$22.6M +$1.4M +26,914 +7%
PA
97
Procyon Advisors
Connecticut
$21.8M +$266K +5,117 +1%
DWM
98
Dakota Wealth Management
Florida
$21.6M +$4.57M +87,876 +27%
FG
99
Fiduciary Group
Georgia
$21.4M -$1.17M -22,450 -5%
TPCW
100
TD Private Client Wealth
New York
$21.1M +$4.16M +79,919 +25%

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.