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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
CCG
426
Cypress Capital Group
Florida
$1.24M -$769K -15,255 -38%
JWCA
427
J.W. Cole Advisors
Florida
$1.22M -$820K -16,268 -40%
Jane Street
428
Jane Street
New York
$1.2M -$8.56M -169,913 -88%
RA
429
RFG Advisory
Alabama
$1.2M -$46.7K -927 -4%
WA
430
Waverly Advisors
Alabama
$1.19M +$115K +2,274 +11%
KWM
431
Kingsview Wealth Management
Oregon
$1.18M -$37.8K -751 -3%
1IA
432
1620 Investment Advisors
Massachusetts
$1.17M +$14.1K +280 +1%
GWM
433
Grand Wealth Management
Michigan
$1.16M -$65.5K -1,301 -5%
MMA
434
Miracle Mile Advisors
California
$1.16M -$458K -9,092 -28%
AWM
435
Axxcess Wealth Management
California
$1.15M +$747K +14,826 +184%
SIA
436
Schechter Investment Advisors
Michigan
$1.14M -$3.53K -70 -0.3%
AO
437
Advisor OS
Illinois
$1.14M
CIA
438
Capital Investment Advisors
Georgia
$1.13M -$43.3K -860 -4%
JE
439
JMAC Enterprises
Pennsylvania
$1.12M -$206K -4,080 -15%
WLIM
440
White Lighthouse Investment Management
Massachusetts
$1.11M -$21K -416 -2%
SW
441
SkyOak Wealth
Michigan
$1.1M +$42.5K +844 +4%
CAG
442
Csenge Advisory Group
Florida
$1.1M -$100K -1,990 -8%
FIM
443
Freedom Investment Management
Connecticut
$1.09M -$2.4M -47,568 -69%
EAM
444
Eagle Asset Management
Florida
$1.09M +$6.04K +120 +0.6%
GRP
445
Global Retirement Partners
California
$1.06M -$57.1K -1,133 -5%
FCMT
446
Founders Capital Management (Texas)
Texas
$1.05M -$10.1K -200 -0.9%
BCM
447
Becker Capital Management
Oregon
$1.05M +$1.05M +20,918 New
CIBC Asset Management
448
CIBC Asset Management
Ontario, Canada
$1.05M -$1.51K -30 -0.1%
PWM
449
Perigon Wealth Management
California
$1.04M +$157K +3,124 +18%
AIFAIM
450
American Institute for Advanced Investment Management
Arizona
$1.04M +$101K +2,000 +11%

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.