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iShares 1-5 Year Investment Grade Corporate Bond ETF

900 hedge funds and large institutions have $17.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 265 increasing their positions, 403 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 94

2% less funds holding

Funds holding: 922900 (-22)

2.42% less ownership

Funds ownership: 77.05%74.64% (-2.4%)

5% less capital invested

Capital invested by funds: $18.6B → $17.6B (-$986M)

12% less funds holding in top 10

Funds holding in top 10: 11399 (-14)

34% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 403

61% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $2.61M

Holders
900
Holders Change
-22
Holders Change %
-2.39%
% of All Funds
14.34%
Holding in Top 10
99
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.39%
% of All Funds
1.58%
New
93
Increased
265
Reduced
403
Closed
94
Calls
$1.02M
Puts
$2.61M
Net Calls
-$1.59M
Net Calls Change
-$472K
Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
226
Lodestar Private Asset Management
California
$6.08M -$6.14M -122,273 -50%
Creative Planning
227
Creative Planning
Kansas
$6.06M +$405K +8,071 +7%
FPGK
228
Financial Partners Group (Kansas)
Kansas
$6.02M +$1.63M +32,497 +37%
PA
229
PFG Advisors
Arizona
$5.97M +$5.93M +118,052 New
NCM
230
Nelson Capital Management
California
$5.91M +$5.87M +116,937 New
CWM
231
Concentric Wealth Management
California
$5.85M -$663K -13,215 -10%
IWC
232
Integrated Wealth Concepts
Massachusetts
$5.8M +$47.7K +951 +0.8%
PWPCM
233
Perella Weinberg Partners Capital Management
New York
$5.71M +$755K +15,031 +15%
RFC
234
Regions Financial Corp
Alabama
$5.67M +$546K +10,870 +11%
WBG
235
Wharton Business Group
Pennsylvania
$5.51M +$217K +4,330 +4%
WF
236
Welch & Forbes
Massachusetts
$5.5M -$1.79M -35,627 -25%
PGFC
237
Peapack-Gladstone Financial Corp
New Jersey
$5.45M -$725K -14,450 -12%
CTA
238
Chesley Taft & Associates
Illinois
$5.44M -$23.1K -460 -0.4%
AIMU
239
Allianz Investment Management US
Minnesota
$5.39M -$879K -17,500 -14%
IAN
240
Integrated Advisors Network
Texas
$5.39M -$2.53M -50,486 -32%
MCP
241
Martin Capital Partners
Oregon
$5.38M +$117K +2,333 +2%
MM
242
Main Management
California
$5.34M
FGA
243
Fortis Group Advisors
New Jersey
$5.31M +$5.25M +104,653 New
HWAM
244
Hennion & Walsh Asset Management
New Jersey
$5.2M +$189K +3,764 +4%
WAS
245
WESPAC Advisors SoCal
California
$5.13M -$28.9K -575 -0.6%
SAM
246
SP Asset Management
California
$5.06M +$18.5K +368 +0.4%
SFG
247
Sage Financial Group
Pennsylvania
$5.04M -$1.41M -27,998 -22%
AAS
248
Avantax Advisory Services
Texas
$4.99M +$484K +9,648 +11%
EL
249
EWA LLC
Pennsylvania
$4.98M +$4.94M +98,410 New
BSA
250
Bull Street Advisors
Georgia
$4.92M -$49K -975 -1%

IGSB Hedge Fund Activity: Q1 2023 in Review

900 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q1 2023, worth a combined $17.6B — down 5.3% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of IGSB and 93 opened new positions — a net loss of 1 holder — while 403 trimmed existing stakes and 265 added.

The largest buyer was Johns Hopkins University, adding an estimated $504M. The largest seller was Fidelity Investments, cutting an estimated $393M.

  • 900 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q1 2023, down from 922 in Q4 2022.
  • Funds reported $17.6B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q1 2023, down 5.3% quarter-over-quarter.
  • 93 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q1 2023 and 94 closed out, a net change of -1 holder.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2023 was Johns Hopkins University, an estimated $504M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q1 2023 was Fidelity Investments, an estimated $393M sold.

Based on aggregated 13F filings for Q1 2023.