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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
OWA
526
Octavia Wealth Advisors
Ohio
$666K -$350K -6,973 -35%
1IA
527
1834 Investment Advisors
Wisconsin
$664K +$25.5K +507 +4%
MWM
528
Meridian Wealth Management
Kentucky
$654K +$340K +6,770 +110%
BWAM
529
Boyd Watterson Asset Management
Ohio
$652K -$443K -8,832 -41%
IFG
530
Independent Financial Group
California
$642K -$30.8K -613 -5%
EWA
531
EP Wealth Advisors
California
$633K -$91.2M -1,816,349 -100%
Fisher Asset Management
532
Fisher Asset Management
Washington
$630K -$256K -5,106 -29%
AFA
533
American Financial Advisors
Georgia
$628K -$39.1K -779 -6%
HCP
534
Hexagon Capital Partners
Arkansas
$627K +$68.9K +1,372 +12%
National Bank of Canada
535
National Bank of Canada
Quebec, Canada
$618K +$7.28K +145 +1%
PFM
536
Phillips Financial Management
Indiana
$618K +$144K +2,874 +31%
FPFS
537
First Personal Financial Services
North Carolina
$615K +$146K +2,900 +31%
SWM
538
Seed Wealth Management
Illinois
$613K -$89.4K -1,780 -13%
OFG
539
OTA Financial Group
New York
$612K +$608K +12,110 New
ACA
540
Aptus Capital Advisors
Alabama
$607K -$592K -11,800 -50%
CH
541
Canton Hathaway
Rhode Island
$606K
ISWM
542
Independent Solutions Wealth Management
New York
$603K +$39.7K +790 +7%
MFA
543
Mayflower Financial Advisors
Massachusetts
$601K -$15.5K -308 -3%
CCA
544
Checchi Capital Advisers
California
$597K -$389K -7,743 -40%
Kovitz Investment Group Partners
545
Kovitz Investment Group Partners
Illinois
$597K +$146K +2,901 +33%
GWM
546
Geneos Wealth Management
Colorado
$593K -$28.5K -568 -5%
RW
547
Rede Wealth
Virginia
$590K +$4.27K +85 +0.7%
HWM
548
Howard Wealth Management
Connecticut
$586K -$77.4K -1,541 -12%
PCMC
549
Paragon Capital Management (Colorado)
Colorado
$584K -$45.5K -907 -7%
OPOWM
550
One Plus One Wealth Management
Florida
$581K +$233K +4,645 +68%

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.