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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
CAL
801
Capital Advisors Ltd
Ohio
$45K
CP
802
Castleview Partners
Texas
$44.1K -$5.04K -100 -10%
CSC
803
Caldwell Sutter Capital
California
$44K +$44.2K +877 New
BNP Paribas Financial Markets
804
BNP Paribas Financial Markets
France
$43.3K -$10.1M -199,836 -100%
IBOK
805
Independence Bank of Kentucky
Kentucky
$43.3K
RFA
806
Resurgent Financial Advisors
Georgia
$41.4K
WWM
807
Wolff Wiese Magana
California
$41.4K -$26.8K -531 -39%
ASBI
808
American State Bank (Iowa)
Iowa
$40.1K
JWA
809
JFS Wealth Advisors
Pennsylvania
$38.9K +$39.1K +776 New
FSWA
810
Financial Synergies Wealth Advisors
Texas
$38.6K -$38.6K -766 -50%
BBHC
811
Brown Brothers Harriman & Co
New York
$38.4K +$28.7K +569 +290%
MIFH
812
Migdal Insurance & Financial Holdings
Israel
$35K
IFAM
813
Institutional & Family Asset Management
Colorado
$34.9K +$252 +5 +0.7%
YDMI
814
Y.D. More Investments
Israel
$32.9K
HR
815
Howe & Rusling
New York
$32.6K +$22.6K +449 +223%
MBFW
816
Morton Brown Family Wealth
Pennsylvania
$31K -$3.02K -60 -9%
MHR
817
Matthew Hamilton Rosenberg
$30.1K -$293K -5,822 -91%
ACM
818
Antonetti Capital Management
Florida
$30.1K
CFFP
819
Center for Financial Planning
Michigan
$30.1K +$30.2K +600 New
HWA
820
HHM Wealth Advisors
Tennessee
$29.5K +$202 +4 +0.7%
ODG
821
O'Dell Group
Ohio
$29.5K +$29.6K +588 New
MA
822
Montag & Associates
Georgia
$28.6K
NCM
823
Northwest Capital Management
Oregon
$28.6K +$28.7K +570 New
NRC
824
New Republic Capital
North Carolina
$28.5K
LF
825
Lee Financial
Texas
$25.2K

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.