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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
TFA
701
Triad Financial Advisors
North Carolina
$249K -$48.7K -967 -16%
CSIC
702
Clifford Swan Investment Counsel
California
$247K
PWG
703
Private Wealth Group
Florida
$246K
SCM
704
Seascape Capital Management
New Hampshire
$246K
EAM
705
Evanson Asset Management
California
$245K +$1.91K +38 +0.8%
AF
706
Advisornet Financial
Minnesota
$244K +$1.46K +29 +0.6%
MGIA
707
Matthew Goff Investment Advisor
Texas
$244K -$16.2K -322 -6%
EIA
708
Edgemoor Investment Advisors
Maryland
$243K
IP
709
Ignite Planners
California
$240K -$52.9K -1,050 -18%
BF
710
Brooklyn FI
New York
$240K +$7.71K +153 +3%
ACP
711
Aviance Capital Partners
Florida
$239K
CWM
712
C2C Wealth Management
Arizona
$239K
GBT
713
Grove Bank & Trust
Florida
$238K
ML
714
McAdam LLC
Pennsylvania
$237K +$24.1K +478 +11%
AFP
715
Ausdal Financial Partners
Iowa
$236K -$182K -3,622 -44%
SWM
716
Selective Wealth Management
Virginia
$235K +$237K +4,703 New
1CM
717
1492 Capital Management
Wisconsin
$234K
IWA
718
Intercontinental Wealth Advisors
Texas
$233K
TCM
719
TD Capital Management
Tennessee
$231K
WDC
720
Woodward Diversified Capital
California
$231K +$4.33K +86 +2%
FPCP
721
Fort Point Capital Partners
California
$230K
RPA
722
Rock Point Advisors
Vermont
$229K +$230K +4,573 New
TF
723
Trek Financial
Arizona
$228K -$28.6K -568 -11%
LNWWM
724
Laird Norton Wetherby Wealth Management
California
$226K
DWP
725
Destiny Wealth Partners
Florida
$224K -$20.2K -400 -8%

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.