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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
CC
201
Courier Capital
New York
$8.05M -$3.98M -76,394 -33%
GL
202
Graypoint LLC
New York
$8.02M +$268K +5,153 +4%
TWP
203
Total Wealth Planning
Ohio
$7.93M -$1.6M -30,752 -17%
DCM
204
Disciplina Capital Management
Tennessee
$7.73M +$7.64M +146,772 +157,819%
Cambridge Investment Research Advisors
205
Cambridge Investment Research Advisors
Iowa
$7.7M -$3.44M -66,063 -31%
MWM
206
Meridian Wealth Management
Kentucky
$7.69M +$7.6M +146,091 New
SFG
207
SevenBridge Financial Group
Pennsylvania
$7.66M +$170K +3,258 +2%
DAS
208
Dynamic Advisor Solutions
Arizona
$7.61M +$81.3K +1,563 +1%
SA
209
Sanctuary Advisors
Indiana
$7.55M +$307K +5,894 +4%
PNAA
210
Pictet North America Advisors
Switzerland
$7.52M -$476K -9,144 -6%
B
211
Bailard
California
$7.51M -$185K -3,555 -2%
FCIM
212
Fairview Capital Investment Management
California
$7.45M -$229K -4,395 -3%
Corient Private Wealth
213
Corient Private Wealth
Florida
$7.43M -$585K -11,236 -7%
EBSAM
214
Eubel Brady & Suttman Asset Management
Ohio
$7.22M -$356K -6,837 -5%
PAG
215
Private Advisor Group
New Jersey
$7.16M +$576K +11,076 +9%
AI
216
Atria Investments
North Carolina
$7.05M -$20.5M -393,265 -75%
SAS
217
Sage Advisory Services
Texas
$6.96M
TNBTD
218
Trustmark National Bank Trust Department
Mississippi
$6.84M
CISOA
219
Capital Investment Services of America
Wisconsin
$6.83M -$63.3K -1,216 -0.9%
Deutsche Bank
220
Deutsche Bank
Germany
$6.82M +$47.8K +918 +0.7%
HCP
221
Holt Capital Partners
Texas
$6.81M +$48.7K +935 +0.7%
RC
222
Roundview Capital
New Jersey
$6.79M +$28.9K +555 +0.4%
MPW
223
MA Private Wealth
California
$6.76M -$786K -15,104 -11%
FLA
224
Financial Life Advisors
Texas
$6.72M +$253K +4,864 +4%
OAM
225
Oppenheimer Asset Management
New York
$6.65M +$24.2K +465 +0.4%

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.