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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
HNB
76
Huntington National Bank
Ohio
$26.8M
HighTower Advisors
77
HighTower Advisors
Illinois
$25.8M +$131K +2,600 +0.5%
RWM
78
Ritholtz Wealth Management
New York
$25.6M +$1.72M +34,061 +7%
LFS
79
Lutz Financial Services
Nebraska
$25.4M +$319K +6,336 +1%
GC
80
Gilbert & Cook
Iowa
$25.1M +$1.9M +37,687 +8%
CG
81
Colony Group
Massachusetts
$24.3M +$924K +18,335 +4%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$23.7M +$19.3M +382,683 +427%
FG
83
Fiduciary Group
Georgia
$23.6M +$118K +2,347 +0.5%
PPW
84
Presilium Private Wealth
Pennsylvania
$23.5M +$1.73M +34,381 +8%
PJSIMP
85
P.J. Schmidt Investment Management (PJS)
Wisconsin
$23.4M +$482K +9,570 +2%
MAS
86
Meeder Advisory Services
Ohio
$23.3M +$23.4M +464,732 New
RVPG
87
Relative Value Partners Group
$23.3M +$834K +16,555 +4%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$23.1M -$4.96M -98,387 -18%
ST
89
Sabal Trust
Florida
$22.9M -$136K -2,705 -0.6%
CC
90
Courier Capital
New York
$22.3M +$19.7M +390,110 +726%
Kayne Anderson Rudnick Investment Management
91
Kayne Anderson Rudnick Investment Management
California
$22M +$3.03M +60,238 +16%
PP
92
PDS Planning
Ohio
$21.9M +$1.44M +28,639 +7%
BHWM
93
Bar Harbor Wealth Management
New Hampshire
$21.6M -$3.57M -70,943 -14%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$21.3M +$1.78M +35,282 +9%
AWM
95
AE Wealth Management
Kansas
$20.8M +$529K +10,505 +3%
Toronto Dominion Bank
96
Toronto Dominion Bank
Ontario, Canada
$20.8M +$5.79M +115,000 +38%
NCM
97
Nelson Capital Management
California
$20.7M +$14.9M +294,927 +252%
VRM
98
Vectors Research Management
New York
$20.5M -$3.86M -76,594 -16%
BCA
99
Bray Capital Advisors
Florida
$20.1M +$47.4K +940 +0.2%
Deutsche Bank
100
Deutsche Bank
Germany
$19.6M -$4.16M -82,600 -17%

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.