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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
PL
601
Plancorp LLC
Missouri
$431K -$13.9K -276 -3%
LEFP
602
Leading Edge Financial Planning
Tennessee
$427K -$23.5K -467 -5%
HCA
603
Horan Capital Advisors
Ohio
$427K +$3.22K +64 +0.8%
MRCM
604
M&R Capital Management
New Jersey
$421K -$30.2K -600 -7%
MBT
605
Montecito Bank & Trust
California
$420K -$584K -11,593 -58%
CRG
606
Cornerstone Retirement Group
Nevada
$419K +$64.1K +1,273 +18%
IAA
607
Ironsides Asset Advisors
North Carolina
$417K
RZH
608
Relyea Zuckerberg Hanson
Connecticut
$412K -$19.3K -384 -4%
NLG
609
New Legacy Group
New York
$411K
AF
610
Aldebaran Financial
$411K -$70.2K -1,394 -15%
BHWM
611
Beaird Harris Wealth Management
Texas
$409K -$108K -2,144 -21%
T
612
TrueFG
Texas
$409K -$81.2K -1,612 -17%
AR
613
Advisory Research
Illinois
$405K
BWM
614
Bulltick Wealth Management
Florida
$403K +$50.4K +1,000 +14%
SS
615
Sunbelt Securities
Texas
$401K +$87.4K +1,735 +28%
CCG
616
Ceeto Capital Group
Florida
$401K
CGA
617
Crescent Grove Advisors
Illinois
$400K -$59.7K -1,185 -13%
SL
618
SWMG LLC
Texas
$400K +$353 +7 +0.1%
MCM
619
Mattern Capital Management
Colorado
$399K -$12.5K -249 -3%
ONB
620
Old National Bancorp
Indiana
$396K +$57.9K +1,149 +17%
NW
621
NewEdge Wealth
Pennsylvania
$394K +$396K +7,858 New
AWA
622
Arete Wealth Advisors
Illinois
$387K -$55.4K -1,100 -12%
OPWM
623
Oxinas Partners Wealth Management
Indiana
$386K -$27K -536 -7%
CWP
624
Corepath Wealth Partners
Arizona
$385K
PWLP
625
Prio Wealth Limited Partnership
Massachusetts
$378K

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.