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iShares 1-5 Year Investment Grade Corporate Bond ETF

900 hedge funds and large institutions have $17.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 265 increasing their positions, 403 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 94

2% less funds holding

Funds holding: 922900 (-22)

2.42% less ownership

Funds ownership: 77.05%74.64% (-2.4%)

5% less capital invested

Capital invested by funds: $18.6B → $17.6B (-$986M)

12% less funds holding in top 10

Funds holding in top 10: 11399 (-14)

34% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 403

61% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $2.61M

Holders
900
Holders Change
-22
Holders Change %
-2.39%
% of All Funds
14.34%
Holding in Top 10
99
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.39%
% of All Funds
1.58%
New
93
Increased
265
Reduced
403
Closed
94
Calls
$1.02M
Puts
$2.61M
Net Calls
-$1.59M
Net Calls Change
-$472K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
701
Evercore Wealth Management
New York
$270K -$160K -3,180 -37%
Prudential Financial
702
Prudential Financial
New Jersey
$268K -$347K -6,914 -57%
KF
703
Krilogy Financial
Missouri
$267K -$271K -5,394 -51%
CAM
704
Cresset Asset Management
Illinois
$263K -$26.6K -530 -9%
MGIA
705
Matthew Goff Investment Advisor
Texas
$262K -$402 -8 -0.2%
FA
706
Fermata Advisors
California
$262K -$3.32M -66,132 -93%
FAM
707
Family Asset Management
South Carolina
$261K +$241K +4,808 +1,317%
CWM
708
Centurion Wealth Management
Virginia
$260K -$6.73K -134 -3%
CTC
709
Central Trust Company
Missouri
$258K -$287K -5,716 -53%
TF
710
Trek Financial
Arizona
$258K +$256K +5,107 New
AT
711
Arden Trust
Delaware
$255K
RCG
712
Regatta Capital Group
California
$254K
IWP
713
Icon Wealth Partners
Texas
$254K +$252K +5,018 New
BMCM
714
Black Maple Capital Management
Wisconsin
$253K
GITFIT
715
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$253K
BOSSRA
716
B.O.S.S. Retirement Advisors
Utah
$251K +$249K +4,963 New
GSC
717
Grey Street Capital
Illinois
$251K +$249K +4,958 New
BF
718
Brooklyn FI
New York
$249K +$208K +4,144 +856%
CSIC
719
Clifford Swan Investment Counsel
California
$249K -$8.99K -179 -4%
PWW
720
Pettyjohn Wood & White
Virginia
$248K
PWG
721
Private Wealth Group
Florida
$248K -$57.6K -1,147 -19%
ClearBridge Investments
722
ClearBridge Investments
New York
$248K -$7.03K -140 -3%
SCM
723
Seascape Capital Management
New Hampshire
$248K
ICG
724
InterOcean Capital Group
Tennessee
$247K -$754K -15,014 -75%
EAM
725
Evanson Asset Management
California
$245K +$1.16K +23 +0.5%

IGSB Hedge Fund Activity: Q1 2023 in Review

900 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q1 2023, worth a combined $17.6B — down 5.3% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of IGSB and 93 opened new positions — a net loss of 1 holder — while 403 trimmed existing stakes and 265 added.

The largest buyer was Johns Hopkins University, adding an estimated $504M. The largest seller was Fidelity Investments, cutting an estimated $393M.

  • 900 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q1 2023, down from 922 in Q4 2022.
  • Funds reported $17.6B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q1 2023, down 5.3% quarter-over-quarter.
  • 93 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q1 2023 and 94 closed out, a net change of -1 holder.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2023 was Johns Hopkins University, an estimated $504M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q1 2023 was Fidelity Investments, an estimated $393M sold.

Based on aggregated 13F filings for Q1 2023.