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iShares 1-5 Year Investment Grade Corporate Bond ETF

880 hedge funds and large institutions have $17.4B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 297 increasing their positions, 379 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.11% less ownership

Funds ownership: 74.64%74.53% (-0.11%)

1% less capital invested

Capital invested by funds: $17.6B → $17.4B (-$211M)

2% less funds holding

Funds holding: 900880 (-20)

4% less funds holding in top 10

Funds holding in top 10: 9995 (-4)

17% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 78

22% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 379

Holders
880
Holders Change
-20
Holders Change %
-2.22%
% of All Funds
13.82%
Holding in Top 10
95
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.04%
% of All Funds
1.49%
New
65
Increased
297
Reduced
379
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
251
Avidian Wealth Enterprises
Texas
$4.96M -$2.98M -59,116 -37%
LPAM
252
Lodestar Private Asset Management
California
$4.92M -$1.12M -22,285 -19%
4WM
253
4J Wealth Management
Virginia
$4.89M +$56.4K +1,119 +1%
Citadel Advisors
254
Citadel Advisors
Florida
$4.89M +$1.73M +34,319 +54%
AIMU
255
Allianz Investment Management US
Minnesota
$4.85M -$504K -10,000 -9%
BSA
256
Bull Street Advisors
Georgia
$4.81M -$70.5K -1,400 -1%
PRS
257
Pinkerton Retirement Specialists
Idaho
$4.79M -$15.8K -313 -0.3%
AFG
258
ABLE Financial Group
Arizona
$4.78M +$1.8M +35,792 +60%
APIM
259
Agate Pass Investment Management
Washington
$4.74M -$128K -2,531 -3%
BWP
260
Bernardo Wealth Planning
Pennsylvania
$4.71M +$706K +14,023 +18%
RWIA
261
Roger Wittlin Investment Advisory
California
$4.66M -$10.2K -202 -0.2%
SAM
262
SP Asset Management
California
$4.58M -$451K -8,949 -9%
FWM
263
Forza Wealth Management
Florida
$4.41M
SPA
264
Shore Point Advisors
New Jersey
$4.37M +$219K +4,354 +5%
TWC
265
TD Waterhouse Canada
Ontario, Canada
$4.37M -$111K -2,200 -2%
PCA
266
Providence Capital Advisors
North Carolina
$4.36M +$919K +18,251 +27%
SCA
267
Snowden Capital Advisors
New York
$4.22M +$927K +18,391 +28%
CAWM
268
Capital Advisors Wealth Management
Washington
$4.22M -$65.9K -1,308 -2%
MA
269
Mutual Advisors
Nebraska
$4.1M +$113K +2,246 +3%
IDA
270
Intelligence Driven Advisers
California
$4.09M -$66K -1,310 -2%
PA
271
Probity Advisors
Texas
$3.99M +$4.01M +79,565 New
HCM
272
Hollencrest Capital Management
California
$3.87M +$20.9K +414 +0.5%
MWM
273
Mascoma Wealth Management
New Hampshire
$3.85M -$7.53M -149,432 -66%
B
274
Barings
North Carolina
$3.85M
HPC
275
HM Payson & Co
Maine
$3.85M -$20.2K -400 -0.5%

IGSB Hedge Fund Activity: Q2 2023 in Review

880 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q2 2023, worth a combined $17.4B — down 1.2% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of IGSB and 65 opened new positions — a net loss of 13 holders — while 379 trimmed existing stakes and 297 added.

The largest buyer was Japan Science & Technology Agency, adding an estimated $298M. The largest seller was Fidelity Investments, cutting an estimated $302M.

  • 880 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q2 2023, down from 900 in Q1 2023.
  • Funds reported $17.4B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q2 2023, down 1.2% quarter-over-quarter.
  • 65 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q2 2023 and 78 closed out, a net change of -13 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2023 was Japan Science & Technology Agency, an estimated $298M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q2 2023 was Fidelity Investments, an estimated $302M sold.

Based on aggregated 13F filings for Q2 2023.