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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
SPIA
126
Steward Partners Investment Advisory
New York
$15.8M +$60.8K +1,169 +0.4%
JSA
127
Jacobson & Schmitt Advisors
Wisconsin
$15.7M +$685K +13,169 +5%
State Farm Mutual Automobile Insurance
128
State Farm Mutual Automobile Insurance
Illinois
$15.6M
HNB
129
Huntington National Bank
Ohio
$15.5M
GC
130
Guggenheim Capital
Illinois
$15.3M +$639K +12,276 +4%
BFC
131
Blue Fin Capital
Rhode Island
$15.1M +$1.83M +35,165 +14%
Mitsubishi UFJ Trust & Banking
132
Mitsubishi UFJ Trust & Banking
Japan
$14.7M
TH
133
TCTC Holdings
Texas
$14.4M -$108K -2,069 -0.8%
CFG
134
Compton Financial Group
Maryland
$14.4M +$14.2M +273,666 New
KL
135
KWMG LLC
Kansas
$14.2M +$478K +9,178 +4%
AWM
136
AE Wealth Management
Kansas
$14M -$572K -10,993 -4%
GIM
137
Goelzer Investment Management
Indiana
$14M +$93.7K +1,801 +0.7%
ST
138
Smithfield Trust
Pennsylvania
$14M -$394K -7,565 -3%
COCM
139
Charter Oak Capital Management
New Hampshire
$14M +$564K +10,840 +4%
DI
140
DDFG Inc
California
$13.7M -$10.2M -195,216 -43%
NB
141
NBT Bank
New York
$13.7M -$823K -15,816 -6%
BMD
142
Better Money Decisions
New Mexico
$13.6M +$332K +6,388 +3%
Marshall Wace
143
Marshall Wace
United Kingdom
$13.6M +$1.98M +38,100 +17%
RJT
144
Raymond James Trust
Florida
$13.3M +$1.27M +24,322 +11%
DILH
145
Dai-ichi Life Holdings
Japan
$13.3M +$557K +10,700 +4%
FCM
146
Fortis Capital Management
Washington
$13.1M +$252K +4,835 +2%
BWA
147
BlueSky Wealth Advisors
North Carolina
$12.9M -$121K -2,322 -0.9%
SIA
148
Strategic Investment Advisors
Michigan
$12.9M +$2.38M +45,776 +23%
DWS
149
Discipline Wealth Solutions
South Carolina
$12.6M +$1.2M +23,136 +11%
IA
150
IFP Advisors
Florida
$12.5M +$1.31M +25,210 +12%

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.