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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
AWM
76
Aprio Wealth Management
Georgia
$26.9M +$26.8M +533,187 New
HighTower Advisors
77
HighTower Advisors
Illinois
$25.8M -$441K -8,776 -2%
BHWM
78
Bar Harbor Wealth Management
New Hampshire
$25.3M -$1.08M -21,515 -4%
LFS
79
Lutz Financial Services
Nebraska
$25.2M -$400K -7,962 -2%
VRM
80
Vectors Research Management
New York
$24.6M -$474K -9,451 -2%
RWM
81
Ritholtz Wealth Management
New York
$24.1M -$18.8M -374,731 -44%
Deutsche Bank
82
Deutsche Bank
Germany
$23.9M -$126K -2,500 -0.5%
FG
83
Fiduciary Group
Georgia
$23.6M -$2.32M -46,178 -9%
CG
84
Colony Group
Massachusetts
$23.6M +$751K +14,952 +3%
GC
85
Gilbert & Cook
Iowa
$23.3M +$9.26M +184,366 +66%
ST
86
Sabal Trust
Florida
$23.2M -$1.34M -26,598 -5%
PJSIMP
87
P.J. Schmidt Investment Management (PJS)
Wisconsin
$23.1M +$2.39M +47,593 +12%
HC
88
HNP Capital
New York
$23.1M -$640K -12,742 -3%
RVPG
89
Relative Value Partners Group
$22.6M -$262K -5,216 -1%
PPW
90
Presilium Private Wealth
Pennsylvania
$22M +$1.02M +20,316 +5%
PP
91
PDS Planning
Ohio
$20.6M +$1.46M +29,113 +8%
RMDI
92
R.M. Davis Inc
Maine
$20.5M -$5.4M -107,606 -21%
AWM
93
AE Wealth Management
Kansas
$20.5M +$13M +258,564 +177%
BCA
94
Bray Capital Advisors
Florida
$20.2M -$370K -7,365 -2%
BMM
95
Buffington Mohr McNeal
Idaho
$20.1M -$2.91M -58,017 -13%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$19.7M +$947K +18,857 +5%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$19.6M -$2.49M -49,569 -11%
TH
98
TCTC Holdings
Texas
$19.4M +$159K +3,176 +0.8%
BC
99
Bartlett & Co
Ohio
$19.2M -$479K -9,545 -2%
BCWM
100
Bartlett & Co Wealth Management
Ohio
$19.2M -$479K -9,545 -2%

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.