We are live on ! Find out more
IGSB icon

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
WSTAM
401
Wilbanks Smith & Thomas Asset Management
Virginia
$1.47M +$856 +17 +0.1%
SAS
402
Stelac Advisory Services
New York
$1.45M
KA
403
Kovack Advisors
Florida
$1.43M -$143K -2,829 -9%
ECM
404
Evergreen Capital Management
Washington
$1.42M +$50.4K +1,000 +4%
Allspring Global Investments
405
Allspring Global Investments
North Carolina
$1.41M
PO
406
Private Ocean
California
$1.41M -$457K -9,069 -24%
FNBT
407
FineMark National Bank & Trust
Florida
$1.4M -$8.26K -164 -0.6%
LCGC
408
Legacy Capital Group California
California
$1.38M -$23.6K -468 -2%
NSB
409
Norway Savings Bank
Maine
$1.37M -$143K -2,830 -9%
WHC
410
Wulff, Hansen & Co
California
$1.36M -$54.2K -1,075 -4%
WIA
411
World Investment Advisors
California
$1.35M +$647K +12,849 +91%
SC
412
Savant Capital
Illinois
$1.35M +$1.36M +26,971 New
BP
413
Ballentine Partners
Massachusetts
$1.34M
CWM
414
Cabot Wealth Management
Massachusetts
$1.33M +$44.3K +879 +3%
IP
415
Investment Partners
Ohio
$1.33M -$13.4K -266 -1%
AFAS
416
Acorn Financial Advisory Services
Virginia
$1.33M -$265K -5,251 -17%
WTC
417
WhitTier Trust Company
Nevada
$1.32M -$502K -9,960 -27%
SBH
418
Segall Bryant & Hamill
Illinois
$1.32M +$67.1K +1,331 +5%
SI
419
Saxon Interests
Texas
$1.31M -$130K -2,585 -9%
CWC
420
Carolinas Wealth Consulting
North Carolina
$1.3M -$52.2K -1,036 -4%
YIA
421
YHB Investment Advisors
Connecticut
$1.28M -$280K -5,563 -18%
ISL
422
Ingalls & Snyder LLC
New York
$1.27M -$10.7K -213 -0.8%
CIP
423
Chartwell Investment Partners
Pennsylvania
$1.26M +$239K +4,735 +23%
SAG
424
SageView Advisory Group
California
$1.25M -$4.58K -91 -0.4%
MFG
425
Merit Financial Group
Georgia
$1.24M +$756K +15,003 +153%

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.