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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
CGFA
926
Colton Groome Financial Advisors
North Carolina
-$243K -4,802 Closed
TI
927
Trexquant Investment
Connecticut
-$237K -4,682 Closed
ACP
928
Aveo Capital Partners
Colorado
-$219K -4,324 Closed
DP
929
Dearborn Partners
Illinois
-$206K -4,070 Closed
SSWM
930
Smith Salley Wealth Management
North Carolina
-$204K -4,027 Closed
MCA
931
Martin Capital Advisors
Texas
-$200K -3,960 Closed
CBC
932
Coombe, Bender & Co
New York
-$175K -3,471 Closed
KSWA
933
Kathleen S. Wright Associates
Pennsylvania
-$103K -2,030 Closed
PPC
934
Park Place Capital
Alabama
-$76.2K -1,508 Closed
BAAM
935
Baker Avenue Asset Management
California
-$57.6K -1,140 Closed
HT
936
Headlands Technologies
Illinois
-$49.6K -982 Closed
BFPW
937
BOK Financial Private Wealth
Colorado
-$45.2K -895 Closed
BA
938
Bellwether Advisors
Nebraska
-$44.7K -884 Closed
CCP
939
Carmel Capital Partners
California
-$42.8K -847 Closed
MFG
940
Monumental Financial Group
Maryland
-$35K -695 Closed
AWM
941
Accel Wealth Management
Iowa
-$33.4K -662 Closed
HFS
942
Hantz Financial Services
Michigan
-$31K -620 Closed
JFA
943
JNBA Financial Advisors
Minnesota
-$31.3K -620 Closed
ATC
944
Adirondack Trust Company
New York
-$20.7K -410 Closed
ICM
945
Islay Capital Management
Texas
-$20.2K -400 Closed
WT
946
Washington Trust
Rhode Island
-$20.2K -400 Closed
PWM
947
Provident Wealth Management
Tennessee
-$19K -375 Closed
EWP
948
Elevation Wealth Partners
California
-$13.5K -267 Closed
MFA
949
McClarren Financial Advisors
Pennsylvania
-$10K -215 Closed
FMII
950
Farmers & Merchants Investments Inc
Nebraska
-$10.8K -214 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.