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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
NSCM
301
New South Capital Management
Tennessee
$3.22M -$106K -2,112 -3%
AC
302
AlphaCore Capital
California
$3.19M +$387K +7,677 +14%
CWM
303
Calamos Wealth Management
Illinois
$3.19M -$264K -5,241 -8%
NFG
304
Nations Financial Group
Iowa
$3.18M -$3.48K -69 -0.1%
GEA
305
Glen Eagle Advisors
New Jersey
$3.18M -$13.1K -260 -0.4%
KFP
306
KMG Fiduciary Partners
Ohio
$3.12M +$272K +5,394 +9%
GAM
307
Gemmer Asset Management
California
$3.12M -$17.3K -344 -0.6%
HAIM
308
Hunter Associates Investment Management
Pennsylvania
$3.1M -$71.5K -1,420 -2%
AC
309
Abbrea Capital
California
$3M -$303K -6,010 -9%
CSPIA
310
Cary Street Partners Investment Advisory
Virginia
$3M -$90.4K -1,795 -3%
GWM
311
Graybill Wealth Management
Illinois
$3M +$337K +6,684 +13%
SHFP
312
Second Half Financial Partners
Florida
$2.96M +$2.97M +59,007 New
GDP
313
Great Diamond Partners
Maine
$2.95M -$1.81M -35,962 -38%
AWM
314
Avior Wealth Management
Nebraska
$2.94M -$941K -18,684 -24%
Bank Julius Baer & Co
315
Bank Julius Baer & Co
Switzerland
$2.89M +$1.05M +20,921 +57%
BIA
316
Bigelow Investment Advisors
Maine
$2.88M +$2.89M +57,462 New
IAG
317
Investment Advisory Group
Massachusetts
$2.87M +$28.7K +570 +1%
SIA
318
SeaBridge Investment Advisors
New Jersey
$2.8M -$1.4M -27,795 -33%
BCM
319
Boltwood Capital Management
California
$2.77M +$76.8K +1,525 +3%
BWM
320
BerganKDV Wealth Management
Minnesota
$2.77M +$226K +4,490 +9%
GWM
321
GSB Wealth Management
Connecticut
$2.75M -$1.09M -21,675 -28%
AAS
322
Avantax Advisory Services
Texas
$2.74M -$2.22M -44,148 -45%
WCM
323
Washington Capital Management
Washington
$2.73M
VFPW
324
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.72M -$5.79K -115 -0.2%
PAS
325
Park Avenue Securities
New York
$2.71M +$133K +2,642 +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.