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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
RA
776
Rise Advisors
New York
$83.2K +$655 +13 +0.8%
PAIM
777
Punch & Associates Investment Management
Minnesota
$80K +$80.3K +1,594 New
MCA
778
Maryland Capital Advisors
Maryland
$77.6K -$16.2K -322 -17%
TF
779
TimeScale Financial
Massachusetts
$76.2K +$605 +12 +0.8%
WFA
780
WestHill Financial Advisors
California
$76.1K
CFO
781
CVA Family Office
Colorado
$73.2K
RLIM
782
Red Lighthouse Investment Management
New York
$71.4K
CHC
783
City Holding Co
West Virginia
$71.2K
WCM
784
Wunderlich Capital Managemnt
Tennessee
$70K
BTI
785
Blue Trust Inc
Georgia
$69K -$380K -7,549 -85%
LFA
786
LGT Financial Advisors
Texas
$68.2K +$68.5K +1,360 New
PCMC
787
Private Capital Management (Colorado)
Colorado
$65.3K
CIA
788
Cape Investment Advisory
Georgia
$65.1K +$2.52K +50 +4%
RIA
789
Realta Investment Advisors
Delaware
$63.8K +$64.1K +1,272 New
BWP
790
Baldwin Wealth Partners
Massachusetts
$60.2K
CTB
791
Country Trust Bank
Illinois
$56.4K
TWM
792
Tradition Wealth Management
Minnesota
$56K -$10.7K -213 -16%
TAM
793
Tucker Asset Management
Colorado
$53.8K -$25.9K -515 -32%
S
794
SignatureFD
Georgia
$50.7K -$161K -3,190 -76%
CB
795
CNB Bank
Pennsylvania
$50.2K
NL
796
NVWM LLC
Pennsylvania
$50.2K
SSG
797
Summit Securities Group
New York
$50K
OC
798
Oakworth Capital
Alabama
$48.2K
FWP
799
FAS Wealth Partners
Kansas
$47.8K +$12.2K +242 +34%
GA
800
GoalVest Advisory
New York
$46.9K +$47.1K +934 New

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.