We are live on ! Find out more
IGSB icon

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
AWM
276
Avior Wealth Management
Nebraska
$3.91M -$18.8M -374,675 -83%
HPC
277
HM Payson & Co
Maine
$3.9M -$51K -1,016 -1%
B
278
Barings
North Carolina
$3.88M
HCM
279
Hollencrest Capital Management
California
$3.88M -$166K -3,315 -4%
Millennium Management
280
Millennium Management
New York
$3.87M +$3.61M +71,879 +1,503%
RF
281
RHS Financial
California
$3.86M -$250K -4,975 -6%
CIP
282
Capital Insight Partners
Arizona
$3.86M -$9.92M -197,670 -72%
JWS
283
Juncture Wealth Strategies
Arizona
$3.86M +$118K +2,358 +3%
GWM
284
GSB Wealth Management
Connecticut
$3.85M +$622K +12,391 +19%
WA
285
Wealthstar Advisors
Texas
$3.74M -$793K -15,798 -18%
HWM
286
Hohimer Wealth Management
Washington
$3.7M -$526K -10,470 -13%
ANTB
287
AMG National Trust Bank
Colorado
$3.69M -$369K -7,340 -9%
RWG
288
Regal Wealth Group
California
$3.68M -$1.53M -30,376 -29%
Franklin Resources
289
Franklin Resources
California
$3.61M +$57.3K +1,141 +2%
First Trust Advisors
290
First Trust Advisors
Illinois
$3.57M -$184K -3,669 -5%
NWA
291
New World Advisors
Massachusetts
$3.57M +$292K +5,811 +9%
William Blair & Company
292
William Blair & Company
Illinois
$3.54M +$458K +9,131 +15%
FIM
293
Freedom Investment Management
Connecticut
$3.5M -$246K -4,908 -7%
AIA
294
Ally Invest Advisors
North Carolina
$3.48M -$11K -219 -0.3%
CWM
295
Calamos Wealth Management
Illinois
$3.48M -$271K -5,400 -7%
PCA
296
Providence Capital Advisors
North Carolina
$3.47M +$112K +2,231 +3%
FNBOSM
297
First National Bank of South Miami
Florida
$3.47M -$218K -4,349 -6%
RG
298
Rathbones Group
United Kingdom
$3.46M +$452K +9,001 +15%
AWM
299
Aries Wealth Management
Maine
$3.45M -$87.4K -1,740 -2%
BF
300
BOK Financial
Oklahoma
$3.45M -$1.02M -20,347 -23%

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.