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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
AAS
901
Ameritas Advisory Services
Nebraska
-$462K -9,132 Closed
OFG
902
Omega Financial Group
California
-$444K -8,779 Closed
DFC
903
DBK Financial Counsel
Ohio
-$423K -8,370 Closed
CHAM
904
Clear Harbor Asset Management
Connecticut
-$406K -8,024 Closed
CPRC
905
Consolidated Portfolio Review Corp
New York
-$400K -7,910 Closed
AT
906
American Trust
Kentucky
-$292K -7,224 Closed
LCM
907
Logan Capital Management
Pennsylvania
-$359K -7,109 Closed
SEI Investments
908
SEI Investments
Pennsylvania
-$339K -6,704 Closed
HWM
909
HB Wealth Management
Georgia
-$334K -6,602 Closed
GPA
910
Guidance Point Advisors
Massachusetts
-$333K -6,593 Closed
TNB
911
Thomasville National Bank
Georgia
-$330K -6,526 Closed
OWM
912
OneAscent Wealth Management
Alabama
-$329K -6,518 Closed
BAM
913
Belpointe Asset Management
Nevada
-$318K -6,293 Closed
CL
914
CIM LLC
New York
-$316K -6,251 Closed
CCM
915
Crew Capital Management
Ohio
-$311K -6,150 Closed
AUB
916
Atlantic Union Bankshares
Virginia
-$311K -6,145 Closed
TA
917
TrueWealth Advisors
Alabama
-$310K -6,142 Closed
SFS
918
Sowell Financial Services
Arkansas
-$295K -5,834 Closed
CWM
919
Congress Wealth Management
Massachusetts
-$282K -5,582 Closed
FS
920
Ferguson Shapiro
Georgia
-$276K -5,464 Closed
AGP
921
Autumn Glory Partners
Texas
-$272K -5,385 Closed
KF
922
Krilogy Financial
Missouri
-$267K -5,280 Closed
FA
923
Fermata Advisors
California
-$262K -5,178 Closed
GSC
924
Grey Street Capital
Illinois
-$251K -4,958 Closed
PWW
925
Pettyjohn Wood & White
Virginia
-$248K -4,910 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.