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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
VWA
676
Visionary Wealth Advisors
Illinois
$277K -$8.98M -178,257 -97%
PWMAG
677
Pinnacle Wealth Management Advisory Group
New Jersey
$271K -$22K -437 -7%
AWM
678
Accurate Wealth Management
Florida
$271K -$90.9K -1,804 -25%
SW
679
SlateStone Wealth
Florida
$270K
EB
680
Exchange Bank
California
$268K +$269K +5,345 New
EWM
681
Evercore Wealth Management
New York
$268K
WA
682
Wambolt & Associates
Colorado
$267K -$2.58M -51,250 -91%
FAFN
683
First Affirmative Financial Network
Colorado
$266K -$8.82K -175 -3%
Lido Advisors
684
Lido Advisors
California
$266K -$12.8K -254 -5%
WHG
685
Westwood Holdings Group
Texas
$266K -$58.6K -1,164 -18%
HIS
686
Horizon Investment Services
Indiana
$265K -$10.4K -207 -4%
VCAM
687
Van Cleef Asset Management
Ohio
$263K -$50.4K -1,000 -16%
CWM
688
Cornerstone Wealth Management
Missouri
$261K +$262K +5,210 New
PPG
689
Peak Planning Group
Colorado
$260K +$32.2K +640 +14%
BOSSRA
690
B.O.S.S. Retirement Advisors
Utah
$259K +$9.97K +198 +4%
CWM
691
Centurion Wealth Management
Virginia
$258K
IWP
692
Icon Wealth Partners
Texas
$254K +$1.86K +37 +0.7%
AT
693
Arden Trust
Delaware
$253K
T
694
TNF
Montana
$251K -$34.4K -682 -12%
RCG
695
Regatta Capital Group
California
$251K -$5.04K -100 -2%
BMCM
696
Black Maple Capital Management
Wisconsin
$251K
GITFIT
697
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$251K
ClearBridge Investments
698
ClearBridge Investments
New York
$251K +$4.58K +91 +2%
HIA
699
HTG Investment Advisors
Connecticut
$250K +$251K +4,980 New
CTC
700
Central Trust Company
Missouri
$250K -$6.95K -138 -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.