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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
CSIA
476
Charles Schwab Investment Advisory
California
$883K +$907 +18 +0.1%
LB
477
Legacy Bridge
Iowa
$877K -$10.1K -200 -1%
GT
478
Glenview Trust
Kentucky
$874K
QS
479
Quantitative Strategies
California
$860K +$863K +17,136 New
SWM
480
Spire Wealth Management
Virginia
$859K -$16.7K -331 -2%
FHA
481
First Horizon Advisors
Tennessee
$842K -$12.2K -242 -1%
MIA
482
MMBG Investment Advisors
Florida
$836K -$3.25M -64,562 -80%
HI
483
Harbour Investments
Wisconsin
$832K -$2.82K -56 -0.3%
TPA
484
Trivium Point Advisory
Connecticut
$828K -$238K -4,716 -22%
SFS
485
Strategic Financial Services
New York
$814K -$512K -10,170 -39%
CAG
486
Crestwood Advisors Group
Massachusetts
$811K +$20.9K +415 +3%
Fisher Asset Management
487
Fisher Asset Management
Washington
$804K +$179K +3,559 +29%
PHS
488
Pekin Hardy Strauss
Illinois
$803K
RCAG
489
Rehmann Capital Advisory Group
Michigan
$801K -$265K -5,262 -25%
GGI
490
Godsey & Gibb Inc
Virginia
$799K -$78.2K -1,552 -9%
HPM
491
Hudson Portfolio Management
New York
$794K
CTWM
492
Cherry Tree Wealth Management
Minnesota
$780K +$783K +15,539 New
GT
493
Greenleaf Trust
Michigan
$778K +$6.15K +122 +0.8%
CCMINC
494
Cardinal Capital Management Inc (North Carolina)
North Carolina
$770K -$3.78K -75 -0.5%
OWA
495
Octavia Wealth Advisors
Ohio
$745K +$84.1K +1,670 +13%
FUBT
496
First United Bank & Trust
Maryland
$738K -$100K -1,989 -12%
C1AG
497
Client 1st Advisory Group
Florida
$735K -$58.9K -1,169 -7%
RSVP
498
Ramsay Stattman Vela & Price
Colorado
$734K
FWIA
499
Fort Washington Investment Advisors
Ohio
$729K +$56.2K +1,115 +8%
DAS
500
Dynamic Advisor Solutions
Arizona
$717K -$1.41K -28 -0.2%

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.