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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
AFG
51
Arkansas Financial Group
Arkansas
$44.4M -$161K -3,196 -0.4%
SI
52
Stephens Inc
Arkansas
$44.2M -$8.34M -165,489 -16%
RCG
53
Resource Consulting Group
Florida
$42.4M +$42.6M +845,266 New
PI
54
PFS Investments
Georgia
$42M +$3.37M +66,879 +9%
SGAM
55
Stephens Group Asset Management
Arkansas
$38.2M -$18.3M -363,732 -32%
KFAA
56
Klaas Financial Asset Advisors
Illinois
$37.8M +$482K +9,573 +1%
CW
57
Connectus Wealth
Ohio
$37.6M +$53.5K +1,061 +0.1%
GG
58
Greenwood Gearhart
Arkansas
$36.5M +$1.33M +26,389 +4%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$35.1M -$26.7M -529,147 -43%
GC
60
Grimes & Company
Massachusetts
$35M -$2.53M -50,303 -7%
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$34.9M +$2.94M +58,413 +9%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$34.3M -$609K -12,091 -2%
ZIG
63
Zurich Insurance Group
Switzerland
$34.1M
AFIMH
64
American Family Insurance Mutual Holding
Wisconsin
$33.6M
IG
65
ING Group
Netherlands
$33.6M +$33.7M +669,700 New
AAP
66
Arax Advisory Partners
Colorado
$32M +$353K +7,009 +1%
AAMC
67
Asset Allocation & Management Company
Illinois
$31.1M +$15.6M +310,000 +100%
CIC
68
Cutler Investment Counsel
Oregon
$30.7M -$8.06K -160 -0%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$30.5M +$2.84M +56,346 +10%
NC
70
NewSquare Capital
Pennsylvania
$30.2M -$643K -12,769 -2%
PFO
71
Pathstone Family Office
New Jersey
$29.7M -$454K -9,018 -2%
Osaic Holdings
72
Osaic Holdings
Arizona
$29.6M -$19.3M -383,124 -39%
AWM
73
Aprio Wealth Management
Georgia
$29.5M +$2.8M +55,585 +10%
OWP
74
Obermeyer Wealth Partners
Colorado
$28.9M -$1.19M -23,541 -4%
CCA
75
Clearwater Capital Advisors
Illinois
$28.1M +$855K +16,971 +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.