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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
FA
826
Faithward Advisors
Pennsylvania
$24.7K -$4.53K -90 -15%
FWM
827
Focused Wealth Management
New York
$24.5K
ME
828
McIlrath & Eck
Washington
$24.4K
FFA
829
Farther Finance Advisors
California
$24.3K -$46.1K -916 -65%
FGAM
830
Financial Gravity Asset Management
Texas
$23.5K -$50 -1 -0.9%
TIM
831
Thompson Investment Management
Wisconsin
$22.1K
WIM
832
Westside Investment Management
California
$20.1K
FCT
833
Family Capital Trust
Massachusetts
$18.7K
IGWM
834
ICA Group Wealth Management
Colorado
$18.5K +$2.87K +57 +18%
ANBT
835
American National Bank & Trust
Texas
$18.3K
HDIM
836
Hanson & Doremus Investment Management
Vermont
$18K
HIA
837
Harbor Investment Advisory
Maryland
$17.6K
SIS
838
Sound Income Strategies
Florida
$17.2K -$20.8K -412 -55%
RFA
839
Register Financial Advisors
Georgia
$16.4K +$101 +2 +0.6%
HI
840
Horizon Investments
North Carolina
$16.2K
JAM
841
JCIC Asset Management
Ontario, Canada
$16.1K
SIC
842
Salem Investment Counselors
North Carolina
$15.6K
FFL
843
Financial Freedom LLC
Ohio
$15.5K -$957 -19 -6%
SA
844
SRH Advisors
Kansas
$15.2K
WOSD
845
WFA of San Diego
California
$15.1K +$15.1K +300 New
CWP
846
Concord Wealth Partners
Virginia
$14.3K -$3.17K -63 -18%
LWP
847
Lumature Wealth Partners
Georgia
$14K
TC
848
Truvestments Capital
Florida
$14K +$1.36K +27 +11%
HI
849
Hoey Investments
Pennsylvania
$13.6K
KFS
850
Kelly Financial Services
Massachusetts
$13.4K +$101 +2 +0.8%

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.