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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
FRA
751
Front Row Advisors
California
$185K +$50 +1 +0%
RG
752
Retirement Group
California
$183K +$5.14K +102 +3%
EK
753
Evensky & Katz
Florida
$172K +$1.36K +27 +0.8%
AIC
754
Archer Investment Corporation
Indiana
$168K
CA
755
Centerpoint Advisors
Massachusetts
$165K -$37.4K -743 -18%
PTC
756
Private Trust Company
Ohio
$138K
GFL
757
Granite FO LLC
New Hampshire
$136K
AA
758
Ancora Advisors
Ohio
$131K +$504 +10 +0.4%
CPG
759
Cornerstone Planning Group
New Jersey
$127K +$128K +2,534 New
SIM
760
Studio Investment Management
Illinois
$118K
WP
761
WealthShield Partners
North Carolina
$116K -$72K -1,429 -38%
RI
762
Ridgewood Investments
New Jersey
$106K
AAM
763
Advisors Asset Management
Colorado
$101K -$105K -2,075 -51%
CLOS
764
Compagnie Lombard Odier SCmA
Switzerland
$97.4K
CB
765
Community Bank
New York
$95.3K
ACA
766
Atlas Capital Advisors
Wyoming
$92K +$75.4K +1,497 +446%
FA
767
Fiduciary Alliance
South Carolina
$91.3K +$91.6K +1,819 New
TFGT
768
TS Financial Group (TSFG)
Illinois
$90K +$15.1K +300 +20%
RMA
769
Roffman Miller Associates
Pennsylvania
$89.1K +$89.5K +1,776 New
PWMG
770
Prestige Wealth Management Group
New Jersey
$87.3K
NFSG
771
Newbridge Financial Services Group
Florida
$85.3K -$6.45K -128 -7%
CSWM
772
Cassady Schiller Wealth Management
Ohio
$85.3K
LWANC
773
Laurel Wealth Advisors (North Carolina)
North Carolina
$85.2K +$655 +13 +0.8%
VCM
774
Vigilant Capital Management
Maine
$85K +$24.2K +480 +40%
AA
775
AlphaCentric Advisors
Puerto Rico
$83.5K +$23.5K +467 +39%

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.