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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
Charles Schwab
1
Charles Schwab
California
$1.24B +$5.22M +100,250 +0.4%
Northern Trust
2
Northern Trust
Illinois
$1.13B +$37.9M +728,710 +4%
JSTA
3
Japan Science & Technology Agency
Japan
$811M
MMI
4
Matson Money Inc
Ohio
$705M +$4.81M +92,523 +0.7%
BlackRock
5
BlackRock
New York
$694M +$52.4M +1,006,810 +8%
Ameriprise
6
Ameriprise
Minnesota
$642M +$37.8M +726,989 +6%
JHU
7
Johns Hopkins University
Maryland
$519M +$38.1M +731,386 +8%
Goldman Sachs
8
Goldman Sachs
New York
$473M +$18.7M +359,130 +4%
Morgan Stanley
9
Morgan Stanley
New York
$451M -$9.11M -175,018 -2%
B
10
Barings
North Carolina
$360M -$1.39M -26,800 -0.4%
Bank of America
11
Bank of America
North Carolina
$324M -$7.37M -141,712 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$267M +$59.7M +1,148,148 +29%
UBS Group
13
UBS Group
Switzerland
$223M +$20.4M +392,306 +10%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$219M +$17.9M +344,406 +9%
EWA
15
EP Wealth Advisors
California
$211M +$30.4M +583,497 +17%
Wells Fargo
16
Wells Fargo
California
$201M +$5.79M +111,198 +3%
PFA
17
Pure Financial Advisors
California
$186M +$25.9M +497,769 +16%
AC
18
Allstate Corporation
Illinois
$176M -$38.6M -740,789 -18%
Stifel Financial
19
Stifel Financial
Missouri
$173M -$4.1M -78,708 -2%
JP Morgan Chase
20
JP Morgan Chase
New York
$155M -$39.8M -765,402 -21%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$150M +$3.81M +73,283 +3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$145M -$38.2M -734,965 -21%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$145M +$29.9M +574,897 +26%
BB
24
Busey Bank
Illinois
$125M +$1.3M +24,911 +1%
Truist Financial
25
Truist Financial
North Carolina
$116M +$2.66M +51,019 +2%

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.