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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
BCA
101
Bray Capital Advisors
Florida
$20.9M -$624K -12,000 -3%
BHWM
102
Bar Harbor Wealth Management
New Hampshire
$20.6M +$191K +3,665 +0.9%
CMP
103
Courage Miller Partners
Virginia
$20.4M +$1.47M +28,316 +8%
FM
104
Family Management
New York
$20.3M -$2.84M -54,479 -12%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$19.9M -$184K -3,533 -0.9%
Kayne Anderson Rudnick Investment Management
106
Kayne Anderson Rudnick Investment Management
California
$19.9M -$1.17M -22,536 -6%
AIMC
107
Alley Investment Management Company
Illinois
$19.9M +$806K +15,479 +4%
ASW
108
Astoria Strategic Wealth
Texas
$19.6M -$170K -3,272 -0.9%
SGAM
109
Stephens Group Asset Management
Arkansas
$19.6M -$8.32M -159,969 -30%
AFS
110
Amtrust Financial Services
New York
$19.4M
PPW
111
Presilium Private Wealth
Pennsylvania
$18.9M +$1.13M +21,736 +6%
MWA
112
MFA Wealth Advisors
Pennsylvania
$18.8M -$255K -4,898 -1%
Sumitomo Mitsui Trust Group
113
Sumitomo Mitsui Trust Group
Japan
$18.8M -$9.38M -180,322 -34%
LIM
114
Leavell Investment Management
Alabama
$18.5M +$2.81M +54,035 +18%
GI
115
Gradient Investments
Minnesota
$18.1M +$17.8M +341,130 +19,327%
ACA
116
Anchor Capital Advisors
Massachusetts
$17.8M -$210K -4,044 -1%
SWP
117
Summit Wealth Partners
Florida
$17M -$197K -3,781 -1%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$16.9M +$949K +18,231 +6%
MWA
119
Monograph Wealth Advisors
California
$16.9M +$8.61M +165,383 +106%
Creative Planning
120
Creative Planning
Kansas
$16.6M -$704K -13,535 -4%
Principal Financial Group
121
Principal Financial Group
Iowa
$16.6M +$4.42M +85,000 +37%
Cerity Partners
122
Cerity Partners
New York
$16.1M +$4.82M +92,632 +44%
FCBT
123
First Citizens Bank & Trust
North Carolina
$16M +$15.9M +304,681 New
SF
124
Schaeffer Financial
Maryland
$15.9M +$288K +5,528 +2%
Ensign Peak Advisors
125
Ensign Peak Advisors
Utah
$15.8M

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.