iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
872 hedge funds and large institutions have $16.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 278 increasing their positions, 381 reducing their positions, and 70 closing their positions.
6% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 70
0.15% more ownership
Funds ownership: 74.53% → 74.67% (+0.15%)
1% less funds holding
Funds holding: 880 → 872 (-8)
3% less capital invested
Capital invested by funds: $17.4B → $16.9B (-$517M)
2% less funds holding in top 10
Funds holding in top 10: 95 → 93 (-2)
27% less repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 381
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $34K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DILIC
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
+$409M |
| 2 |
NI
NYL Investors
New York
|
+$200M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$129M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$67.7M |
| 5 |
WJWM
Williams Jones Wealth Management
New York
|
+$57.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHU
Johns Hopkins University
Baltimore,
Maryland
|
-$549M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$371M |
| 3 |
JP Morgan Chase
New York
|
-$108M |
| 4 |
Morgan Stanley
New York
|
-$103M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$80.6M |
IGSB Hedge Fund Activity: Q3 2023 in Review
872 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q3 2023, worth a combined $16.9B — down 3% from $17.4B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new IGSB positions and 70 closed out — a net gain of 4 holders — while 278 added to existing stakes and 381 trimmed.
The largest buyer was Dai-ichi Life Insurance Company, opening a new position worth an estimated $409M. The largest seller was Johns Hopkins University, cutting an estimated $549M.
- 872 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2023, down from 880 in Q2 2023.
- Funds reported $16.9B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q3 2023, down 3% quarter-over-quarter.
- 74 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q3 2023 and 70 closed out, a net change of +4 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2023 was Dai-ichi Life Insurance Company, an estimated $409M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q3 2023 was Johns Hopkins University, an estimated $549M sold.
Based on aggregated 13F filings for Q3 2023.