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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
SMFG
51
Sumitomo Mitsui Financial Group
Japan
$47.5M -$1.05M -20,957 -2%
AFG
52
Arkansas Financial Group
Arkansas
$44.8M -$648K -12,901 -1%
UCFA
53
United Capital Financial Advisors
Texas
$44M +$1.29M +25,723 +3%
UBV
54
United Bank (Virginia)
Virginia
$43.2M +$42.9M +854,285 New
MG
55
Mather Group
Illinois
$42.4M +$1.54M +30,592 +4%
Lazard Asset Management
56
Lazard Asset Management
New York
$39.3M
1832 Asset Management
57
1832 Asset Management
Ontario, Canada
$39M +$487K +9,702 +1%
PI
58
PFS Investments
Georgia
$38.9M +$5.17M +103,069 +15%
CW
59
Connectus Wealth
Ohio
$37.8M +$3.19M +63,553 +9%
GC
60
Grimes & Company
Massachusetts
$37.8M +$1.44M +28,769 +4%
KFAA
61
Klaas Financial Asset Advisors
Illinois
$37.6M +$1.19M +23,667 +3%
HNB
62
Huntington National Bank
Ohio
$36.1M
GG
63
Greenwood Gearhart
Arkansas
$35.4M +$10.1M +201,878 +40%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$35.1M +$1.15M +22,885 +3%
ZIG
65
Zurich Insurance Group
Switzerland
$34.3M
AFIMH
66
American Family Insurance Mutual Holding
Wisconsin
$33.9M
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$32.2M -$15.2M -303,531 -32%
AAP
68
Arax Advisory Partners
Colorado
$31.8M +$134K +2,666 +0.4%
NC
69
NewSquare Capital
Pennsylvania
$31.1M -$1.43M -28,468 -4%
CIC
70
Cutler Investment Counsel
Oregon
$30.9M -$2.01M -40,025 -6%
OWP
71
Obermeyer Wealth Partners
Colorado
$30.4M -$2.32M -46,160 -7%
PFO
72
Pathstone Family Office
New Jersey
$30.3M -$90.4M -1,799,741 -75%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$28.2M -$706K -14,070 -2%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$27.9M -$4.63M -92,250 -14%
CCA
75
Clearwater Capital Advisors
Illinois
$27.4M +$3.32M +66,046 +14%

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.