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
KCM
451
Kanawha Capital Management
Virginia
$1.03M -$75.1K -1,490 -7%
NFG
452
Northeast Financial Group
Pennsylvania
$1.02M -$71.9K -1,427 -7%
BFG
453
Beacon Financial Group
Texas
$1.02M +$51.2K +1,016 +5%
MLA
454
My Legacy Advisors
Oregon
$1.01M -$68.1K -1,351 -6%
RCIM
455
Red Cedar Investment Management
Michigan
$999K +$53.4K +1,060 +6%
1832 Asset Management
456
1832 Asset Management
Ontario, Canada
$998K -$37.9M -751,750 -97%
RIM
457
Rockbridge Investment Management
New York
$993K -$107K -2,125 -10%
CPSC
458
Carl P. Sherr & Co
Massachusetts
$992K -$5.64M -111,926 -85%
DIA
459
Dana Investment Advisors
Wisconsin
$981K -$10.4K -206 -1%
BRWA
460
B. Riley Wealth Advisors
Florida
$978K -$15.3K -303 -2%
OAM
461
Oppenheimer Asset Management
New York
$970K +$974K +19,325 New
DWP
462
Daymark Wealth Partners
Ohio
$963K +$967K +19,200 New
PFS
463
Prospera Financial Services
Texas
$957K -$66K -1,310 -6%
LTI
464
Laffer Tengler Investments
Tennessee
$948K -$209K -4,139 -18%
SSWM
465
Sheets Smith Wealth Management
North Carolina
$945K +$82.4K +1,635 +10%
FCA
466
FinTrust Capital Advisors
South Carolina
$932K
TA
467
TFB Advisors
Kansas
$927K -$1.18M -23,350 -56%
SCA
468
Stonebridge Capital Advisors
Minnesota
$921K -$121K -2,395 -12%
OIA
469
Optimum Investment Advisors
Illinois
$920K -$7.3K -145 -0.8%
NGA
470
Naples Global Advisors
Florida
$909K -$120K -2,385 -12%
BFA
471
Beaumont Financial Advisors
Massachusetts
$900K +$1.46K +29 +0.2%
SF
472
Synovus Financial
Georgia
$898K +$15.6K +309 +2%
MIH
473
Meitav Investment House
Israel
$897K -$69.5K -1,380 -7%
WF
474
Wayfinding Financial
Washington
$891K +$73.4K +1,457 +9%
AIM
475
Alhambra Investment Management
Florida
$889K +$20.6K +409 +2%

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.