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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
Charles Schwab
1
Charles Schwab
California
$1.2B -$8.02M -157,211 -0.7%
Northern Trust
2
Northern Trust
Illinois
$1.06B +$472K +9,254 +0%
JSTA
3
Japan Science & Technology Agency
Japan
$790M
MMI
4
Matson Money Inc
Ohio
$681M +$6.28M +123,089 +0.9%
BlackRock
5
BlackRock
New York
$624M +$266M +5,214,374 +75%
Ameriprise
6
Ameriprise
Minnesota
$586M +$19.4M +380,278 +3%
JHU
7
Johns Hopkins University
Maryland
$468M -$20.3M -397,952 -4%
Morgan Stanley
8
Morgan Stanley
New York
$448M -$5.52M -108,211 -1%
Goldman Sachs
9
Goldman Sachs
New York
$442M +$21M +412,392 +5%
B
10
Barings
North Carolina
$352M -$2.55M -50,000 -0.7%
Bank of America
11
Bank of America
North Carolina
$322M -$114M -2,243,843 -26%
AC
12
Allstate Corporation
Illinois
$209M -$106M -2,083,581 -34%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$201M -$13.7M -269,073 -6%
UBS Group
14
UBS Group
Switzerland
$197M -$13M -254,161 -6%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$196M +$6M +117,570 +3%
JP Morgan Chase
16
JP Morgan Chase
New York
$190M +$30.6M +599,220 +19%
Wells Fargo
17
Wells Fargo
California
$190M +$1.02M +20,078 +0.5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$179M -$38.6M -755,864 -18%
EWA
19
EP Wealth Advisors
California
$176M +$19.9M +389,768 +13%
Stifel Financial
20
Stifel Financial
Missouri
$173M +$40.6M +795,362 +31%
PFA
21
Pure Financial Advisors
California
$156M +$18.1M +355,548 +13%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$142M +$17.7M +347,302 +14%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$123M -$193M -3,791,130 -61%
RJA
24
Raymond James & Associates
Florida
$122M +$3.69M +72,281 +3%
BB
25
Busey Bank
Illinois
$121M +$2.93M +57,391 +3%

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.