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iShares 1-5 Year Investment Grade Corporate Bond ETF

900 hedge funds and large institutions have $17.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 265 increasing their positions, 403 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 94

2% less funds holding

Funds holding: 922900 (-22)

2.42% less ownership

Funds ownership: 77.05%74.64% (-2.4%)

5% less capital invested

Capital invested by funds: $18.6B → $17.6B (-$986M)

12% less funds holding in top 10

Funds holding in top 10: 11399 (-14)

34% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 403

61% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $2.61M

Holders
900
Holders Change
-22
Holders Change %
-2.39%
% of All Funds
14.34%
Holding in Top 10
99
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.39%
% of All Funds
1.58%
New
93
Increased
265
Reduced
403
Closed
94
Calls
$1.02M
Puts
$2.61M
Net Calls
-$1.59M
Net Calls Change
-$472K
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
26
One Capital Management
California
$85.8M -$27.7M -551,061 -25%
PFA
27
Pure Financial Advisors
California
$84.5M +$10.5M +210,119 +14%
HTC
28
Haverford Trust Company
Pennsylvania
$84.4M +$3.57M +71,097 +4%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$84.1M +$42.1M +838,027 +102%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$82.9M -$81.8M -1,629,781 -50%
KeyBank National Association
31
KeyBank National Association
Ohio
$81.7M -$2.61M -51,888 -3%
MD
32
Money Design
Japan
$80.9M +$6.11M +121,713 +8%
LPL Financial
33
LPL Financial
California
$80.2M -$13.5M -269,539 -15%
SLF
34
Sun Life Financial
Ontario, Canada
$76.3M
FT
35
Fiduciary Trust
Massachusetts
$73.5M -$2.26M -45,114 -3%
US Bancorp
36
US Bancorp
Minnesota
$72.7M -$7.2M -143,492 -9%
JP Morgan Chase
37
JP Morgan Chase
New York
$71.1M -$57.6M -1,147,689 -45%
BB
38
Busey Bank
Illinois
$70.8M +$5.7M +113,592 +9%
NYLIM
39
New York Life Investment Management
New York
$65M +$4.92M +97,933 +8%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$62.1M -$6.51M -129,573 -10%
DWM
41
Destination Wealth Management
California
$59.6M +$5.64M +112,436 +11%
FLPIM
42
F.L. Putnam Investment Management
Massachusetts
$59.4M +$4.18M +83,301 +8%
SGAM
43
Stephens Group Asset Management
Arkansas
$56.9M +$2.41M +47,955 +4%
SI
44
Stephens Inc
Arkansas
$52.9M -$1.82M -36,285 -3%
Mariner
45
Mariner
Kansas
$52.1M +$1.81M +36,031 +4%
BSB
46
Bangor Savings Bank
Maine
$51.4M -$4.4M -87,554 -8%
RH
47
RenaissanceRe Holdings
Bermuda
$50.5M
BFM
48
Boston Financial Management
Massachusetts
$49.8M +$2.47M +49,158 +5%
Osaic Holdings
49
Osaic Holdings
Arizona
$49.2M -$15.4M -307,530 -24%
MCWS
50
McKinley Carter Wealth Services
West Virginia
$48.8M +$1.09M +21,712 +2%

IGSB Hedge Fund Activity: Q1 2023 in Review

900 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q1 2023, worth a combined $17.6B — down 5.3% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of IGSB and 93 opened new positions — a net loss of 1 holder — while 403 trimmed existing stakes and 265 added.

The largest buyer was Johns Hopkins University, adding an estimated $504M. The largest seller was Fidelity Investments, cutting an estimated $393M.

  • 900 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q1 2023, down from 922 in Q4 2022.
  • Funds reported $17.6B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q1 2023, down 5.3% quarter-over-quarter.
  • 93 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q1 2023 and 94 closed out, a net change of -1 holder.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2023 was Johns Hopkins University, an estimated $504M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q1 2023 was Fidelity Investments, an estimated $393M sold.

Based on aggregated 13F filings for Q1 2023.