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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
KFI
876
Key Financial Inc
Pennsylvania
$1.6K
NRG
877
Nemes Rush Group
Michigan
$1.51K +$1.51K +30 New
TAM
878
Townsend Asset Management
North Carolina
$1.3K
VF
879
VitalStone Financial
Texas
$1K -$302 -6 -32%
EWA
880
EverSource Wealth Advisors
Alabama
$753 +$756 +15 New
SL
881
Savior LLC
Massachusetts
$401
OP
882
ORG Partners
Indiana
$369 +$252 +5 New
NYLIM
883
New York Life Investment Management
New York
-$65M -1,285,257 Closed
RH
884
RenaissanceRe Holdings
Bermuda
-$50.5M -1,000,000 Closed
FGA
885
Fortis Group Advisors
New Jersey
-$5.31M -104,653 Closed
RWG
886
Regal Wealth Group
California
-$3.68M -73,083 Closed
Renaissance Technologies
887
Renaissance Technologies
New York
-$3.11M -61,518 Closed
HF
888
HRT Financial
New York
-$2.52M -49,811 Closed
FA
889
Fiducient Advisors
Illinois
-$1.16M -23,002 Closed
MHS
890
M Holdings Securities
Oregon
-$1.09M -21,566 Closed
SA
891
SL Advisors
New Jersey
-$961K -19,018 Closed
Verition Fund Management
892
Verition Fund Management
Connecticut
-$856K -16,938 Closed
CIBC Private Wealth Group
893
CIBC Private Wealth Group
Georgia
-$3.18M -16,254 Closed
WWM
894
WT Wealth Management
Arizona
-$672K -13,296 Closed
OFG
895
OTA Financial Group
New York
-$612K -12,110 Closed
CH
896
Canton Hathaway
Rhode Island
-$606K -12,000 Closed
OPOWM
897
One Plus One Wealth Management
Florida
-$581K -11,504 Closed
CWA
898
Canvas Wealth Advisors
Kansas
-$506K -10,015 Closed
Point72 Asset Management
899
Point72 Asset Management
Connecticut
-$505K -10,000 Closed
SIA
900
Strategic Investment Advisors
Michigan
-$480K -9,496 Closed

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.