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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
CCA
376
Cobblestone Capital Advisors
New York
$1.7M +$16.3K +323 +1%
SFM
377
Signet Financial Management
New Jersey
$1.7M -$49.6K -985 -3%
OHWP
378
Oak Harbor Wealth Partners
North Carolina
$1.69M
RWM
379
Rockwood Wealth Management
Pennsylvania
$1.68M +$16.2K +322 +1%
RWP
380
RWA Wealth Partners
Massachusetts
$1.67M +$1.68M +33,354 New
PWA
381
Physician Wealth Advisors
Utah
$1.67M +$6.65K +132 +0.4%
VT
382
Vise Technologies
New York
$1.66M +$39.2K +778 +2%
MNBTD
383
Moody National Bank Trust Division
Texas
$1.65M +$150K +2,979 +10%
SWP
384
Strategic Wealth Partners
Ohio
$1.63M +$37.4K +743 +2%
PA
385
Pinnacle Associates
New York
$1.62M -$23.8K -472 -1%
ADBIC
386
A.D. Beadell Investment Counsel
Wisconsin
$1.62M -$40.3K -800 -2%
PBO
387
Peoples Bank (Ohio)
Ohio
$1.6M -$356K -7,062 -18%
PF
388
Phoenix Financial
Israel
$1.58M -$225K -4,466 -12%
SFG
389
Sovereign Financial Group
Connecticut
$1.58M +$132K +2,628 +9%
FWC
390
First Washington Corp
Washington
$1.58M
SAM
391
Strategy Asset Managers
California
$1.57M -$193K -3,837 -11%
TPW
392
Transatlantique Private Wealth
New York
$1.56M -$79.6K -1,581 -5%
AIA
393
Armor Investment Advisors
North Carolina
$1.55M -$343K -6,811 -18%
PA
394
Procyon Advisors
Connecticut
$1.55M +$43.6K +866 +3%
NL
395
NWAM LLC
Washington
$1.54M -$513K -10,187 -25%
EGA
396
Eagle Global Advisors
Texas
$1.54M -$72.8K -1,445 -4%
LBC
397
Lowe Brockenbrough & Co
Virginia
$1.53M -$134K -2,650 -8%
ZIM
398
Zacks Investment Management
Illinois
$1.51M -$229K -4,548 -13%
TFP
399
Tilia Fiduciary Partners
North Carolina
$1.51M +$65.3K +1,296 +5%
FA
400
Flagstar Advisors
New York
$1.49M +$613K +12,172 +70%

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.