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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
ML
751
McAdam LLC
Pennsylvania
$214K +$213K +4,240 New
S
752
SignatureFD
Georgia
$212K +$30.1K +600 +17%
BLC
753
Brown, Lisle/Cummings
Rhode Island
$211K -$65.3K -1,300 -24%
V
754
Veritable
Delaware
$210K
AOWM
755
Alpha Omega Wealth Management
Virginia
$209K
KPWS
756
Kestra Private Wealth Services
Texas
$209K +$2.66K +53 +1%
AAM
757
Advisors Asset Management
Colorado
$206K -$82.5K -1,644 -29%
DP
758
Dearborn Partners
Illinois
$206K
WB
759
Webster Bank
Connecticut
$205K -$50.2K -999 -20%
SSWM
760
Smith Salley Wealth Management
North Carolina
$204K -$113K -2,260 -36%
CA
761
Centerpoint Advisors
Massachusetts
$203K +$202K +4,025 New
CM
762
Columbus Macro
Pennsylvania
$202K -$370K -7,366 -65%
ACIM
763
Azimuth Capital Investment Management
Michigan
$202K +$201K +4,000 New
SAF
764
Smith Anglin Financial
Texas
$202K +$200K +3,989 New
MCA
765
Martin Capital Advisors
Texas
$200K -$10K -200 -5%
PB
766
Pinnacle Bancorp
Nebraska
$198K +$8.38K +167 +4%
APCM
767
Alaska Permanent Capital Management
Alaska
$190K
WP
768
WealthShield Partners
North Carolina
$189K -$84.7K -1,687 -31%
FRA
769
Front Row Advisors
California
$186K
RG
770
Retirement Group
California
$180K -$79.6K -1,586 -31%
CBC
771
Coombe, Bender & Co
New York
$175K +$30.9K +616 +22%
EK
772
Evensky & Katz
Florida
$172K +$803 +16 +0.5%
AIC
773
Archer Investment Corporation
Indiana
$169K
BAM
774
Baldrige Asset Management
Pennsylvania
$149K -$270K -5,384 -65%
PTC
775
Private Trust Company
Ohio
$139K -$31.6K -629 -19%

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.