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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
CIM
151
Confluence Investment Management
Missouri
$12.1M -$6.5M -124,837 -35%
DLCIG
152
D.L. Carlson Investment Group
New Hampshire
$12M -$3.58M -68,784 -23%
LFG
153
Larson Financial Group
Missouri
$12M -$439K -8,435 -4%
AWM
154
Avior Wealth Management
Nebraska
$11.6M -$711K -13,666 -6%
BCI
155
Brinker Capital Investments
Pennsylvania
$11.6M +$196K +3,769 +2%
OPS
156
Orion Portfolio Solutions
Nebraska
$11.6M +$196K +3,769 +2%
SF
157
SWP Financial
California
$11.6M +$4.38M +84,195 +62%
PCIA
158
Prime Capital Investment Advisors
Kansas
$11.5M +$2M +38,347 +21%
KAS
159
Kestra Advisory Services
Texas
$11.4M -$65.8K -1,265 -0.6%
AA
160
Alesco Advisors
New York
$11.4M +$8.35M +160,369 +288%
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$11.3M +$1.51M +28,993 +16%
PP
162
Prosperity Planning
Missouri
$11.3M +$403K +7,749 +4%
JIR
163
James Investment Research
Ohio
$11.2M -$340K -6,538 -3%
PFPT
164
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.1M -$279K -5,366 -2%
Franklin Resources
165
Franklin Resources
California
$11.1M +$1.58M +30,336 +17%
Betterment LLC
166
Betterment LLC
New York
$11M +$6.88M +132,157 +170%
Citigroup
167
Citigroup
New York
$11M -$79.5K -1,527 -0.7%
WIC
168
Woodmont Investment Counsel
Tennessee
$10.8M -$40.5K -778 -0.4%
Focus Partners Wealth
169
Focus Partners Wealth
Massachusetts
$10.8M -$41.2M -790,942 -79%
MFG
170
Mendota Financial Group
Wisconsin
$10.7M +$1.23M +23,594 +13%
SC
171
Scotia Capital
Ontario, Canada
$10.6M +$3.2M +61,418 +44%
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$10.6M +$343K +6,598 +3%
SF
173
Summit Financial
New Jersey
$10.5M +$2.56M +49,195 +33%
WA
174
Waverly Advisors
Alabama
$10.4M +$25.8K +496 +0.3%
PAG
175
Powers Advisory Group
Illinois
$10.4M +$209K +4,022 +2%

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.