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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
HS
726
Horan Securities
United States
$221K +$1.81K +36 +0.8%
CTA
727
Colonial Trust Advisors
South Carolina
$221K
WPA
728
West Paces Advisors
Georgia
$220K +$211K +4,196 +2,256%
FP
729
Financial Perspectives
Minnesota
$218K +$1.36K +27 +0.6%
ACA
730
Aptus Capital Advisors
Alabama
$218K -$386K -7,667 -64%
ICG
731
InterOcean Capital Group
Tennessee
$216K -$29.3K -582 -12%
CIBC World Market
732
CIBC World Market
Ontario, Canada
$214K -$756 -15 -0.4%
VST
733
Van Strum & Towne
California
$214K +$215K +4,260 New
First Manhattan
734
First Manhattan
New York
$213K
SFO
735
Stokes Family Office
Louisiana
$211K -$5.34K -106 -2%
BLC
736
Brown, Lisle/Cummings
Rhode Island
$209K
V
737
Veritable
Delaware
$209K
9WM
738
9258 Wealth Management
Ohio
$208K -$19.3K -384 -8%
WB
739
Webster Bank
Connecticut
$208K +$4.99K +99 +2%
CIAS
740
CFS Investment Advisory Services
New Jersey
$208K +$209K +4,154 New
AOWM
741
Alpha Omega Wealth Management
Virginia
$208K
JBA
742
Johnson Bixby & Associates
Washington
$208K +$209K +4,140 New
PA
743
Prossimo Advisors
California
$205K +$206K +4,085 New
VWM
744
Valley Wealth Managers
New Jersey
$205K -$26.7K -530 -11%
SAF
745
Smith Anglin Financial
Texas
$202K +$1.56K +31 +0.8%
ACIM
746
Azimuth Capital Investment Management
Michigan
$201K
PB
747
Pinnacle Bancorp
Nebraska
$193K -$3.02K -60 -2%
CA
748
Crewe Advisors
Utah
$189K -$98.3K -1,951 -34%
EWM
749
EPG Wealth Management
Georgia
$189K -$26K -517 -12%
APCM
750
Alaska Permanent Capital Management
Alaska
$188K

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.