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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
WA
176
Waverly Advisors
Alabama
$10.1M +$296K +5,807 +3%
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$9.95M -$921K -18,049 -9%
PAG
178
Powers Advisory Group
Illinois
$9.89M +$581K +11,399 +6%
GGS
179
Galvin Gaustad & Stein
Arizona
$9.85M -$348K -6,829 -3%
TD Asset Management
180
TD Asset Management
Ontario, Canada
$9.8M +$2.12M +41,500 +28%
MPM
181
Meritage Portfolio Management
Kansas
$9.78M -$756K -14,823 -7%
PIMG
182
Patriot Investment Management Group
Tennessee
$9.73M +$126K +2,474 +1%
CAG
183
Crestwood Advisors Group
Massachusetts
$9.7M -$319K -6,256 -3%
OC
184
Oppenheimer & Co
New York
$9.61M -$137K -2,683 -1%
Thrivent Financial for Lutherans
185
Thrivent Financial for Lutherans
Minnesota
$9.47M -$9.16M -179,579 -49%
TWP
186
Total Wealth Planning
Ohio
$9.36M -$1.19M -23,417 -11%
Franklin Resources
187
Franklin Resources
California
$9.34M +$841K +16,485 +10%
PCIA
188
Prime Capital Investment Advisors
Kansas
$9.25M -$11.8M -230,548 -56%
MFG
189
Mendota Financial Group
Wisconsin
$9.24M +$1.69M +33,040 +22%
CWAF
190
Core Wealth Advisors (Florida)
Florida
$8.9M +$271K +5,309 +3%
PG
191
Proffitt & Goodson
Tennessee
$8.87M -$59.7K -1,170 -0.7%
BCA
192
Ballentine Capital Advisors
South Carolina
$8.77M +$224K +4,393 +3%
CT
193
Caldwell Trust
Florida
$8.77M +$219K +4,299 +3%
RMDI
194
R.M. Davis Inc
Maine
$8.76M -$1.12M -21,994 -11%
VRM
195
Vectors Research Management
New York
$8.71M -$2.79M -54,673 -24%
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$8.62M -$4.2M -82,405 -33%
HCM
197
Hilton Capital Management
New York
$8.53M +$753K +14,753 +10%
DCM
198
Dimension Capital Management
Florida
$8.47M
SRC
199
Shufro Rose & Co
New York
$8.37M -$1.46M -28,578 -15%
BWP
200
Bernardo Wealth Planning
Pennsylvania
$8.31M +$1.44M +28,273 +21%

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.