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iShares 1-5 Year Investment Grade Corporate Bond ETF

900 hedge funds and large institutions have $17.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 265 increasing their positions, 403 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 94

2% less funds holding

Funds holding: 922900 (-22)

2.42% less ownership

Funds ownership: 77.05%74.64% (-2.4%)

5% less capital invested

Capital invested by funds: $18.6B → $17.6B (-$986M)

12% less funds holding in top 10

Funds holding in top 10: 11399 (-14)

34% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 403

61% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $2.61M

Holders
900
Holders Change
-22
Holders Change %
-2.39%
% of All Funds
14.34%
Holding in Top 10
99
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.39%
% of All Funds
1.58%
New
93
Increased
265
Reduced
403
Closed
94
Calls
$1.02M
Puts
$2.61M
Net Calls
-$1.59M
Net Calls Change
-$472K
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
901
Townsend Asset Management
North Carolina
$1.31K +$1.3K +26 New
VF
902
VitalStone Financial
Texas
$1K +$301 +6 +46%
SL
903
Savior LLC
Massachusetts
$404
SSC
904
Syverson Strege & Co
Iowa
$116
SFM
905
Soros Fund Management
New York
-$49.8M -1,000,000 Closed
OMC
906
Old Mission Capital
Illinois
-$12.2M -244,416 Closed
EE
907
EWG Elevate
California
-$11M -221,557 Closed
VIA
908
Vantagepoint Investment Advisers
District of Columbia
-$8.58M -172,270 Closed
EC
909
Estate Counselors
Wisconsin
-$8.13M -163,100 Closed
VHAM
910
Van Hulzen Asset Management
California
-$7.62M -152,913 Closed
CCFM
911
Clear Creek Financial Management
Washington
-$6.96M -139,621 Closed
CIM
912
Confluence Investment Management
Missouri
-$5.44M -109,249 Closed
HSA
913
HBK Sorce Advisory
Pennsylvania
-$3.06M -61,414 Closed
BCM
914
Beaumont Capital Management
Massachusetts
-$2.96M -59,345 Closed
LOPW
915
Live Oak Private Wealth
North Carolina
-$2.74M -55,024 Closed
HKAM
916
Horizon Kinetics Asset Management
New York
-$2.69M -54,000 Closed
KWA
917
KCS Wealth Advisory
California
-$2.48M -49,860 Closed
CS
918
Comerica Securities
Michigan
-$2.3M -46,242 Closed
TAM
919
Tocqueville Asset Management
New York
-$1.55M -31,205 Closed
RCG
920
Rock Creek Group
District of Columbia
-$1.31M -26,205 Closed
JC
921
JB Capital
Connecticut
-$932K -18,702 Closed
SHGA
922
Sand Hill Global Advisors
California
-$888K -17,824 Closed
AIA
923
Avalon Investment & Advisory
Texas
-$839K -16,836 Closed
WIM
924
WealthPlan Investment Management
Nebraska
-$716K -14,261 Closed
SFFS
925
Stonehage Fleming Financial Services
Jersey
-$690K -13,848 Closed

IGSB Hedge Fund Activity: Q1 2023 in Review

900 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q1 2023, worth a combined $17.6B — down 5.3% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of IGSB and 93 opened new positions — a net loss of 1 holder — while 403 trimmed existing stakes and 265 added.

The largest buyer was Johns Hopkins University, adding an estimated $504M. The largest seller was Fidelity Investments, cutting an estimated $393M.

  • 900 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q1 2023, down from 922 in Q4 2022.
  • Funds reported $17.6B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q1 2023, down 5.3% quarter-over-quarter.
  • 93 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q1 2023 and 94 closed out, a net change of -1 holder.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2023 was Johns Hopkins University, an estimated $504M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q1 2023 was Fidelity Investments, an estimated $393M sold.

Based on aggregated 13F filings for Q1 2023.