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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
AIM
276
Aspen Investment Management
Michigan
$3.85M +$998K +19,813 +35%
NWA
277
New World Advisors
Massachusetts
$3.82M +$282K +5,594 +8%
JWS
278
Juncture Wealth Strategies
Arizona
$3.8M -$33.5K -665 -0.9%
CCT
279
Capital City Trust
Florida
$3.77M -$130K -2,590 -3%
AF
280
Arrow Financial
New York
$3.76M -$355K -7,049 -9%
GVAG
281
Great Valley Advisor Group
Delaware
$3.75M -$156K -3,088 -4%
WA
282
Wealthstar Advisors
Texas
$3.63M -$79.7K -1,583 -2%
Franklin Resources
283
Franklin Resources
California
$3.58M -$4.84K -96 -0.1%
BF
284
BOK Financial
Oklahoma
$3.57M +$147K +2,927 +4%
First Trust Advisors
285
First Trust Advisors
Illinois
$3.54M -$7.86K -156 -0.2%
WFA
286
Wellspring Financial Advisors
Ohio
$3.51M +$3.53M +70,019 New
SWP
287
Stratos Wealth Partners
Ohio
$3.45M +$201K +3,981 +6%
WWM
288
WJ Wealth Management
Arizona
$3.43M -$10.5M -207,979 -75%
DSC
289
Duncker Streett & Co
Missouri
$3.41M
William Blair & Company
290
William Blair & Company
Illinois
$3.41M -$105K -2,076 -3%
AIA
291
Ally Invest Advisors
North Carolina
$3.4M -$52.1K -1,034 -2%
FNBOSM
292
First National Bank of South Miami
Florida
$3.39M -$52K -1,033 -2%
AWM
293
Aries Wealth Management
Maine
$3.36M -$67.2K -1,333 -2%
ANTB
294
AMG National Trust Bank
Colorado
$3.36M -$313K -6,213 -9%
DP
295
DDD Partners
Washington
$3.34M +$13.6K +269 +0.4%
LA
296
LVW Advisors
New York
$3.33M +$21K +416 +0.6%
HWM
297
Hohimer Wealth Management
Washington
$3.31M -$360K -7,137 -10%
FFN
298
Focus Financial Network
Minnesota
$3.3M +$35.3K +700 +1%
PA
299
Parallel Advisors
California
$3.24M +$2.02K +40 +0.1%
RG
300
Rathbones Group
United Kingdom
$3.23M -$202K -4,012 -6%

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.