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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
AWM
576
AllSquare Wealth Management
New York
$481K
WS
577
Wedbush Securities
California
$480K +$23.6K +468 +5%
CAM
578
Cresset Asset Management
Illinois
$479K +$218K +4,337 +83%
CCA
579
Column Capital Advisors
Indiana
$477K
CB
580
Commerce Bank
Missouri
$476K +$129K +2,566 +37%
FAM
581
Family Asset Management
South Carolina
$471K +$213K +4,224 +82%
MIC
582
Meridian Investment Counsel
California
$470K
PWS
583
Peloton Wealth Strategists
Indiana
$469K -$39K -774 -8%
API
584
Advisor Partners II
California
$466K +$94.7K +1,880 +25%
ATC
585
Argent Trust Co
Tennessee
$464K -$84.4K -1,675 -15%
BFO
586
Boston Family Office
Massachusetts
$464K
CCA
587
Checchi Capital Advisers
California
$463K -$130K -2,576 -22%
AllianceBernstein
588
AllianceBernstein
Tennessee
$462K +$463K +9,200 New
WMA
589
West Michigan Advisors
Michigan
$455K -$22.8K -453 -5%
AWM
590
Atticus Wealth Management
Florida
$454K -$611K -12,129 -57%
WWP
591
WR Wealth Planners
Missouri
$453K +$2.42K +48 +0.5%
BCG
592
Breakwater Capital Group
New Jersey
$452K +$171K +3,394 +60%
HFA
593
High Falls Advisors
New York
$450K +$1.16K +23 +0.3%
TSS
594
Two Sigma Securities
New York
$448K -$346K -6,859 -43%
MFIMFI
595
Mesirow Financial Investment Management - Fixed Income
Illinois
$445K
FPAS
596
Focus Partners Advisor Solutions
Missouri
$441K +$443K +8,787 New
FCH
597
Freestone Capital Holdings
Washington
$438K -$92.6K -1,839 -17%
AWM
598
Apollon Wealth Management
South Carolina
$436K +$40.6K +806 +10%
DI
599
Disciplined Investments
Oklahoma
$436K -$689K -13,672 -61%
LG
600
LaFleur & Godfrey
Michigan
$435K

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.