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iShares 1-5 Year Investment Grade Corporate Bond ETF

914 hedge funds and large institutions have $16.8B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 266 increasing their positions, 384 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 74

5% more funds holding

Funds holding: 872914 (+42)

4.07% more ownership

Funds ownership: 74.67%78.74% (+4.1%)

0% less capital invested

Capital invested by funds: $16.9B → $16.8B (-$42.5M)

11% less funds holding in top 10

Funds holding in top 10: 9383 (-10)

31% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 384

Holders
914
Holders Change
+42
Holders Change %
+4.82%
% of All Funds
13.33%
Holding in Top 10
83
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.75%
% of All Funds
1.21%
New
133
Increased
266
Reduced
384
Closed
74
Calls
$215K
Puts
Net Calls
+$215K
Net Calls Change
+$249K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$30.2M +$421K +8,386 +1%
Osaic Holdings
77
Osaic Holdings
Arizona
$30.2M -$5.77M -114,905 -16%
NC
78
NewSquare Capital
Pennsylvania
$29.9M -$621K -12,366 -2%
HighTower Advisors
79
HighTower Advisors
Illinois
$29.6M +$3.34M +66,479 +13%
RVPG
80
Relative Value Partners Group
$28.5M +$195K +3,875 +0.7%
1832 Asset Management
81
1832 Asset Management
Ontario, Canada
$27.7M +$5.02M +99,932 +23%
Prudential Financial
82
Prudential Financial
New Jersey
$26.9M -$29.4K -586 -0.1%
SGAM
83
Stephens Group Asset Management
Arkansas
$26.5M -$34.6M -689,741 -57%
OWP
84
Obermeyer Wealth Partners
Colorado
$26.4M -$1.97M -39,327 -7%
PP
85
PDS Planning
Ohio
$25.9M +$2.43M +48,431 +11%
LFS
86
Lutz Financial Services
Nebraska
$25.6M -$866K -17,251 -3%
Lazard Asset Management
87
Lazard Asset Management
New York
$24.2M
UBV
88
United Bank (Virginia)
Virginia
$24.1M -$31.3M -622,635 -57%
BCWM
89
Bartlett & Co Wealth Management
Ohio
$23.9M +$4.1M +81,606 +21%
BC
90
Bartlett & Co
Ohio
$23.9M +$4.1M +81,606 +21%
FG
91
Fiduciary Group
Georgia
$23.6M -$700K -13,941 -3%
AP
92
Atwood & Palmer
Missouri
$23.1M +$443K +8,825 +2%
PI
93
Parkside Investments
Illinois
$22.7M +$7.55M +150,345 +51%
GC
94
Gilbert & Cook
Iowa
$22.5M -$5.57M -110,832 -20%
DI
95
DDFG Inc
California
$22.5M -$126K -2,507 -0.6%
Kayne Anderson Rudnick Investment Management
96
Kayne Anderson Rudnick Investment Management
California
$22.2M -$1.09M -21,803 -5%
MCWS
97
McKinley Carter Wealth Services
West Virginia
$22.1M -$1.1M -21,824 -5%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$21.5M -$803K -15,998 -4%
ST
99
Sabal Trust
Florida
$21.3M -$1.04M -20,795 -5%
GFA
100
Gallagher Fiduciary Advisors
Illinois
$21.1M +$598K +11,906 +3%

IGSB Hedge Fund Activity: Q4 2023 in Review

914 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q4 2023, worth a combined $16.8B — down 0.25% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new IGSB positions and 74 closed out — a net gain of 59 holders — while 266 added to existing stakes and 384 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $406M. The largest seller was Johns Hopkins University, cutting an estimated $440M.

  • 914 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2023, up from 872 in Q3 2023.
  • Funds reported $16.8B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2023, down 0.25% quarter-over-quarter.
  • 133 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2023 and 74 closed out, a net change of +59 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $406M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q4 2023 was Johns Hopkins University, an estimated $440M sold.

Based on aggregated 13F filings for Q4 2023.