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iShares 1-5 Year Investment Grade Corporate Bond ETF

876 hedge funds and large institutions have $15.2B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 306 increasing their positions, 356 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 62

1% less funds holding

Funds holding: 887876 (-11)

1.28% less ownership

Funds ownership: 75.83%74.55% (-1.3%)

4% less funds holding in top 10

Funds holding in top 10: 7673 (-3)

5% less capital invested

Capital invested by funds: $16B → $15.2B (-$845M)

14% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 356

Holders
876
Holders Change
-11
Holders Change %
-1.24%
% of All Funds
12.65%
Holding in Top 10
73
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.95%
% of All Funds
1.05%
New
62
Increased
306
Reduced
356
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
151
Fortis Capital Management
Washington
$12.5M +$442K +8,659 +4%
DILH
152
Dai-ichi Life Holdings
Japan
$12.4M -$281K -5,500 -2%
LFG
153
Larson Financial Group
Missouri
$12.1M -$566K -11,096 -4%
AWM
154
Avior Wealth Management
Nebraska
$12M +$9.87M +193,422 +467%
Principal Financial Group
155
Principal Financial Group
Iowa
$11.8M +$1.53M +30,000 +15%
CC
156
Courier Capital
New York
$11.7M -$2.73M -53,469 -19%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$11.7M +$268K +5,244 +2%
RJT
158
Raymond James Trust
Florida
$11.7M -$81.1K -1,589 -0.7%
Envestnet Portfolio Solutions
159
Envestnet Portfolio Solutions
Illinois
$11.6M -$87.7K -1,719 -0.8%
Marshall Wace
160
Marshall Wace
United Kingdom
$11.3M +$4.08M +79,900 +57%
JIR
161
James Investment Research
Ohio
$11.2M -$83.3K -1,632 -0.7%
DWS
162
Discipline Wealth Solutions
South Carolina
$11.1M +$1.2M +23,433 +12%
BCI
163
Brinker Capital Investments
Pennsylvania
$11.1M +$8.31M +162,968 +302%
OPS
164
Orion Portfolio Solutions
Nebraska
$11.1M +$8.31M +162,968 +302%
PFPT
165
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.1M -$268K -5,261 -2%
Cerity Partners
166
Cerity Partners
New York
$10.9M +$726K +14,235 +7%
KAS
167
Kestra Advisory Services
Texas
$10.9M +$7.51M +147,292 +206%
Cambridge Investment Research Advisors
168
Cambridge Investment Research Advisors
Iowa
$10.9M -$1.11M -21,853 -9%
IA
169
IFP Advisors
Florida
$10.9M +$500K +9,804 +5%
QC
170
Quadrature Capital
United Kingdom
$10.8M +$10.8M +211,504 New
Citigroup
171
Citigroup
New York
$10.8M -$104K -2,042 -1%
WIC
172
Woodmont Investment Counsel
Tennessee
$10.6M -$631K -12,363 -6%
PP
173
Prosperity Planning
Missouri
$10.6M +$526K +10,319 +5%
HCM
174
Hall Capital Management
Rhode Island
$10.4M +$754K +14,776 +8%
SIA
175
Strategic Investment Advisors
Michigan
$10.2M +$214K +4,192 +2%

IGSB Hedge Fund Activity: Q2 2024 in Review

876 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q2 2024, worth a combined $15.2B — down 5.3% from $16B a quarter earlier.

Fund positioning in IGSB was balanced in Q2 2024: 62 funds opened new positions, 62 closed out, 306 added to existing stakes and 356 trimmed.

The largest buyer was BlackRock, adding an estimated $266M. The largest seller was Dai-ichi Life Insurance Company, exiting entirely with an estimated $419M sold.

  • 876 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q2 2024, down from 887 in Q1 2024.
  • Funds reported $15.2B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q2 2024, down 5.3% quarter-over-quarter.
  • 62 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q2 2024 and 62 closed out, a net change of 0 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2024 was BlackRock, an estimated $266M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q2 2024 was Dai-ichi Life Insurance Company, an estimated $419M sold.

Based on aggregated 13F filings for Q2 2024.