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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
AWS
201
Atria Wealth Solutions
New York
$8.3M +$914K +17,919 +12%
CICC
202
Capital Investment Counsel (Colorado)
Colorado
$8.21M -$471K -9,227 -5%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$8.18M +$1.87M +36,667 +30%
Susquehanna International Group
204
Susquehanna International Group
Pennsylvania
$8.12M -$1.25M -24,579 -13%
TWC
205
TD Waterhouse Canada
Ontario, Canada
$8.06M -$512K -10,046 -6%
MWA
206
Monograph Wealth Advisors
California
$8M +$2.17M +42,556 +37%
TLP
207
Trinity Legacy Partners
Texas
$7.91M +$158K +3,092 +2%
DAM
208
Delta Asset Management
Tennessee
$7.81M -$157K -3,086 -2%
Corient Private Wealth
209
Corient Private Wealth
Florida
$7.8M -$83.1K -1,629 -1%
PNAA
210
Pictet North America Advisors
Switzerland
$7.79M -$571K -11,199 -7%
PA
211
PFG Advisors
Arizona
$7.77M +$409K +8,017 +6%
SF
212
Summit Financial
New Jersey
$7.66M +$6.71M +131,614 +733%
RA
213
Riversedge Advisors
Delaware
$7.65M +$3.45M +67,537 +83%
CCA
214
Catalyst Capital Advisors
New York
$7.62M
GL
215
Graypoint LLC
New York
$7.54M -$669K -13,110 -8%
SFG
216
SevenBridge Financial Group
Pennsylvania
$7.49M +$1.05M +20,622 +17%
B
217
Bailard
California
$7.49M +$444K +8,707 +6%
FCIM
218
Fairview Capital Investment Management
California
$7.47M -$169K -3,312 -2%
EBSAM
219
Eubel Brady & Suttman Asset Management
Ohio
$7.38M -$557K -10,923 -7%
MPW
220
MA Private Wealth
California
$7.35M -$742K -14,547 -9%
DAS
221
Dynamic Advisor Solutions
Arizona
$7.33M -$138K -2,712 -2%
SC
222
Scotia Capital
Ontario, Canada
$7.15M -$35.1K -688 -0.5%
SA
223
Sanctuary Advisors
Indiana
$7.1M +$7.13M +139,740 New
VIA
224
Vantagepoint Investment Advisers
District of Columbia
$7M +$6.97M +136,700 New
SF
225
SWP Financial
California
$6.97M +$1.19M +23,235 +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.