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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
PIMG
176
Patriot Investment Management Group
Tennessee
$10.3M +$284K +5,450 +3%
GGS
177
Galvin Gaustad & Stein
Arizona
$10.2M +$62.6K +1,203 +0.6%
CAG
178
Crestwood Advisors Group
Massachusetts
$9.93M -$45.1K -866 -0.5%
MPM
179
Meritage Portfolio Management
Kansas
$9.9M -$146K -2,799 -1%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$9.36M +$946K +18,183 +11%
BWP
181
Bernardo Wealth Planning
Pennsylvania
$9.32M +$837K +16,086 +10%
OC
182
Oppenheimer & Co
New York
$9.22M -$656K -12,611 -7%
CT
183
Caldwell Trust
Florida
$9.13M +$114K +2,194 +1%
HCM
184
Hilton Capital Management
New York
$9.13M +$361K +6,946 +4%
PG
185
Proffitt & Goodson
Tennessee
$9.07M -$46.3K -889 -0.5%
AFG
186
ABLE Financial Group
Arizona
$9.06M +$2.21M +42,485 +33%
BCA
187
Ballentine Capital Advisors
South Carolina
$9.03M +$9.26K +178 +0.1%
TWC
188
TD Waterhouse Canada
Ontario, Canada
$8.99M +$690K +13,251 +8%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$8.68M -$180K -3,462 -2%
SA
190
Strategic Advocates
Utah
$8.63M +$3.25M +62,428 +62%
HSBC Holdings
191
HSBC Holdings
United Kingdom
$8.53M -$8.77M -168,579 -51%
AWS
192
Atria Wealth Solutions
New York
$8.48M -$51.1K -981 -0.6%
TD Asset Management
193
TD Asset Management
Ontario, Canada
$8.44M -$1.62M -31,090 -16%
SSWM
194
Smith Salley Wealth Management
North Carolina
$8.41M +$8.31M +159,777 New
RMDI
195
R.M. Davis Inc
Maine
$8.41M -$588K -11,290 -7%
DCM
196
Dimension Capital Management
Florida
$8.41M -$294K -5,657 -3%
SRC
197
Shufro Rose & Co
New York
$8.37M
PA
198
PFG Advisors
Arizona
$8.34M +$350K +6,730 +4%
ST
199
Sabal Trust
Florida
$8.16M -$7.26M -139,479 -47%
DAM
200
Delta Asset Management
Tennessee
$8.12M +$97K +1,863 +1%

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.