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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
FHB
551
First Hawaiian Bank
Hawaii
$540K -$12.6K -251 -2%
WP
552
WealthPLAN Partners
Nebraska
$531K -$28.2K -559 -5%
SWM
553
Seed Wealth Management
Illinois
$529K -$79.6K -1,580 -13%
HWM
554
Howard Wealth Management
Connecticut
$529K -$53.8K -1,068 -9%
RIA
555
Regal Investment Advisors
Michigan
$526K -$22.3K -443 -4%
PMG
556
ProVise Management Group
Florida
$522K +$93.2K +1,849 +22%
SB
557
Simmons Bank
Arkansas
$519K +$15.6K +309 +3%
SG
558
StoneX Group
New York
$517K +$214K +4,243 +70%
JCM
559
Janney Capital Management
Pennsylvania
$515K -$8.56K -170 -2%
NB
560
NBT Bank
New York
$515K +$176K +3,500 +52%
MLM
561
Mount Lucas Management
Pennsylvania
$514K +$179K +3,559 +53%
BCM
562
Brookstone Capital Management
Illinois
$513K -$36.1K -717 -7%
CAG
563
Curtis Advisory Group
California
$512K -$258K -5,113 -33%
Millennium Management
564
Millennium Management
New York
$511K -$3.35M -66,473 -87%
LFAS
565
Level Four Advisory Services
Texas
$506K +$508K +10,076 New
NAM
566
Nationwide Asset Management
Ohio
$504K
AWA
567
AmeriServ Wealth Advisors
Pennsylvania
$503K +$505K +10,030 New
BFW
568
Brady Family Wealth
Missouri
$502K -$42.2K -838 -8%
TSA
569
Tri-Star Advisors
Texas
$499K
SP
570
Successful Portfolios
Florida
$498K -$355K -7,041 -41%
USCWA
571
U.S. Capital Wealth Advisors
Texas
$497K
AWA
572
Acorn Wealth Advisors
Michigan
$497K +$96.1K +1,908 +24%
CPA
573
Cardiff Park Advisors
California
$497K +$12.3K +244 +3%
AIP
574
Ameritas Investment Partners
Nebraska
$485K -$23.7K -471 -5%
SWA
575
Sutton Wealth Advisors
Florida
$483K -$13.1K -261 -3%

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.