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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
DG
351
DMC Group
Alabama
$2.07M +$269K +5,331 +15%
IWA
352
IVC Wealth Advisors
Pennsylvania
$2.06M -$2.57K -51 -0.1%
PGAM
353
Princeton Global Asset Management
New Jersey
$2.05M +$41.2K +817 +2%
WP
354
WMS Partners
Maryland
$2.05M -$2.25M -44,737 -52%
BMCM
355
Bryn Mawr Capital Management
Pennsylvania
$2M -$154K -3,063 -7%
CW
356
CreativeOne Wealth
Kansas
$1.92M -$95.7K -1,899 -5%
1WM
357
1900 Wealth Management
Texas
$1.9M -$351K -6,963 -16%
TCWA
358
Ten Capital Wealth Advisors
Washington
$1.89M +$8.06K +160 +0.4%
CIP
359
Capital Insight Partners
Arizona
$1.89M -$1.95M -38,689 -51%
CFAM
360
Center For Asset Management
Florida
$1.88M -$996K -19,769 -35%
HH
361
Hilltop Holdings
Texas
$1.87M +$332K +6,595 +22%
BCV
362
Banque Cantonale Vaudoise
Switzerland
$1.86M -$579K -11,493 -24%
WP
363
WealthSource Partners
California
$1.86M +$146K +2,900 +9%
NPP
364
New Potomac Partners
Maryland
$1.85M -$261K -5,190 -12%
IFS
365
Ifrah Financial Services
Arkansas
$1.84M +$13.5K +267 +0.7%
VFA
366
Voya Financial Advisors
Connecticut
$1.84M +$197K +3,918 +12%
WFAG
367
Wescott Financial Advisory Group
Pennsylvania
$1.84M -$62.9K -1,249 -3%
KP
368
Keel Point
Alabama
$1.83M +$512K +10,155 +39%
WCG
369
Weaver Consulting Group
California
$1.83M +$406K +8,052 +28%
AWM
370
Ameliora Wealth Management
Switzerland
$1.82M -$196K -3,900 -10%
FIBT
371
First International Bank & Trust
North Dakota
$1.81M +$53K +1,053 +3%
ASN
372
Advisory Services Network
Georgia
$1.8M +$125K +2,477 +7%
IWM
373
IHT Wealth Management
Illinois
$1.78M +$171K +3,390 +11%
FPCG
374
Forum Private Client Group
Indiana
$1.77M -$53.2K -1,056 -3%
RPCA
375
Running Point Capital Advisors
California
$1.77M +$80K +1,588 +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.