iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
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.
1% less first-time investments, than exits
New positions opened: 93 | Existing positions closed: 94
2% less funds holding
Funds holding: 922 → 900 (-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: 113 → 99 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHU
Johns Hopkins University
Baltimore,
Maryland
|
+$504M |
| 2 |
BlackRock
New York
|
+$275M |
| 3 |
NI
NYL Investors
New York
|
+$249M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$144M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$393M |
| 2 |
AssetMark Inc
Concord,
California
|
-$230M |
| 3 |
Jane Street
New York
|
-$155M |
| 4 |
Members Trust
Tampa,
Florida
|
-$108M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$91.2M |
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.