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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
Stifel Financial
26
Stifel Financial
Missouri
$112M -$10.1M -199,880 -8%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$101M -$449K -8,916 -0.4%
AssetMark Inc
28
AssetMark Inc
California
$101M -$122M -2,426,706 -55%
PFA
29
Pure Financial Advisors
California
$96.7M +$12.9M +256,042 +15%
MD
30
Money Design
Japan
$87.6M +$7.3M +144,927 +9%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$86.8M +$3.34M +66,396 +4%
HTC
32
Haverford Trust Company
Pennsylvania
$85.6M +$1.85M +36,711 +2%
OCM
33
One Capital Management
California
$81.4M -$3.82M -75,857 -4%
KeyBank National Association
34
KeyBank National Association
Ohio
$80.7M -$357K -7,095 -0.4%
SLF
35
Sun Life Financial
Ontario, Canada
$75.7M
BB
36
Busey Bank
Illinois
$72.4M +$2.13M +42,353 +3%
FT
37
Fiduciary Trust
Massachusetts
$72M -$961K -19,079 -1%
UCFA
38
United Capital Financial Advisors
Texas
$71.1M +$27.5M +545,619 +63%
US Bancorp
39
US Bancorp
Minnesota
$67.2M -$4.95M -98,347 -7%
FLPIM
40
F.L. Putnam Investment Management
Massachusetts
$65.2M +$6.27M +124,521 +11%
DWM
41
Destination Wealth Management
California
$60.9M +$1.74M +34,499 +3%
LPL Financial
42
LPL Financial
California
$59.8M -$19.8M -393,991 -25%
Mariner
43
Mariner
Kansas
$53.4M +$1.71M +34,027 +3%
UBV
44
United Bank (Virginia)
Virginia
$52.4M +$9.6M +190,483 +22%
GI
45
Gradient Investments
Minnesota
$51.8M +$52M +1,031,774 +230,822%
BFM
46
Boston Financial Management
Massachusetts
$49.2M -$253K -5,024 -0.5%
SMFG
47
Sumitomo Mitsui Financial Group
Japan
$49.1M +$1.97M +39,183 +4%
MCWS
48
McKinley Carter Wealth Services
West Virginia
$48.5M +$135K +2,684 +0.3%
KAM
49
Kensington Asset Management
Texas
$46.7M +$46.9M +930,000 New
BSB
50
Bangor Savings Bank
Maine
$46.3M -$4.79M -95,145 -9%

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.