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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
FDCDDQ
651
Federation des caisses Desjardins du Quebec
Quebec, Canada
$317K -$59.2K -1,176 -16%
MG
652
Mather Group
Illinois
$316K -$42M -833,336 -99%
SFA
653
Sequoia Financial Advisors
Ohio
$316K -$8.06K -160 -2%
TLFA
654
True Link Financial Advisors
California
$314K -$363K -7,212 -54%
DIA
655
Davidson Investment Advisors
Montana
$311K
PCWA
656
Pacific Capital Wealth Advisors
California
$308K -$365K -7,242 -54%
BIAS
657
Beacon Investment Advisory Services
New Jersey
$306K -$115K -2,287 -27%
IIC
658
Integrated Investment Consultants
Michigan
$304K
VVP
659
Venture Visionary Partners
Ohio
$304K -$213K -4,230 -41%
CF
660
Centaurus Financial
California
$304K -$16.1K -320 -5%
AFO
661
Allie Family Office
Florida
$303K -$12.6K -250 -4%
SFP
662
Shepherd Financial Partners
Massachusetts
$303K
SPW
663
Sonoma Private Wealth
California
$302K -$18.8K -373 -6%
FMN
664
Financial Management Network
California
$302K -$119K -2,359 -28%
AL
665
Aspiriant LLC
California
$300K +$21.3K +422 +8%
MOS
666
MGO One Seven
Ohio
$298K -$24.7K -490 -8%
WPC
667
Waters Parkerson & Co
Louisiana
$297K +$8.82K +175 +3%
GJIA
668
Glass Jacobson Investment Advisors
Maryland
$294K +$295K +5,857 New
HPM
669
Hoxton Planning & Management
West Virginia
$292K
DWT
670
Dorsey & Whitney Trust
South Dakota
$291K
BBA
671
BLB&B Advisors
Pennsylvania
$291K +$7.56K +150 +3%
GWCM
672
Godshalk Welsh Capital Management
Pennsylvania
$287K +$17.1K +340 +6%
LNB
673
Ledyard National Bank
$281K +$282K +5,595 New
Prudential Financial
674
Prudential Financial
New Jersey
$279K +$13.6K +269 +5%
PCM
675
Parsons Capital Management
Rhode Island
$278K -$504 -10 -0.2%

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.