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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
HCP
526
Hexagon Capital Partners
Arkansas
$622K -$252 -5 -0%
Kovitz Investment Group Partners
527
Kovitz Investment Group Partners
Illinois
$616K +$23.6K +469 +4%
AF
528
Allworth Financial
California
$615K -$1.19M -23,694 -66%
MWM
529
Meridian Wealth Management
Kentucky
$615K -$34.5K -684 -5%
PFM
530
Phillips Financial Management
Indiana
$613K +$202 +4 +0%
AIM
531
Astor Investment Management
Illinois
$610K -$4.14M -82,133 -87%
VAS
532
Vestmark Advisory Solutions
Massachusetts
$607K -$750K -14,888 -55%
AWA
533
Arkadios Wealth Advisors
Georgia
$599K +$179K +3,563 +43%
IFG
534
Independent Financial Group
California
$599K -$38.6K -766 -6%
LNC
535
Lincoln National Corp
Pennsylvania
$596K +$254K +5,043 +74%
ISWM
536
Independent Solutions Wealth Management
New York
$595K -$4.03K -80 -0.7%
CAL
537
Capital Analysts LLC
Pennsylvania
$591K +$36.8K +730 +7%
National Bank of Canada
538
National Bank of Canada
Quebec, Canada
$585K -$27.9K -554 -5%
KFG
539
Kingdom Financial Group
Arizona
$581K +$583K +11,574 New
PCMC
540
Paragon Capital Management (Colorado)
Colorado
$580K -$101 -2 -0%
CM
541
Columbus Macro
Pennsylvania
$579K +$379K +7,532 +188%
RW
542
Rede Wealth
Virginia
$576K -$9.57K -190 -2%
USB
543
Union Savings Bank
Connecticut
$574K +$574K +11,401 New
BJL
544
Brighton Jones LLC
Washington
$569K -$7.51K -149 -1%
IA
545
IFG Advisory
Georgia
$566K +$45K +894 +9%
M&T Bank
546
M&T Bank
New York
$565K -$583K -11,579 -51%
SS
547
Simplicity Solutions
Minnesota
$555K +$557K +11,060 New
CT
548
Colonial Trust
South Carolina
$549K +$8.46K +168 +2%
MFA
549
Mayflower Financial Advisors
Massachusetts
$545K -$52.1K -1,035 -9%
SC
550
Saiph Capital
New Jersey
$543K -$262K -5,205 -32%

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.