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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
SPIA
101
Steward Partners Investment Advisory
New York
$19.2M -$91.2K -1,816 -0.5%
ASW
102
Astoria Strategic Wealth
Texas
$19.1M +$19M +377,634 New
Kayne Anderson Rudnick Investment Management
103
Kayne Anderson Rudnick Investment Management
California
$19.1M +$2.93M +58,420 +18%
HVIA
104
Hudson Valley Investment Advisors
New York
$19M -$1.4M -27,833 -7%
SW
105
SVB Wealth
Massachusetts
$18.6M -$38.9K -775 -0.2%
AFS
106
Amtrust Financial Services
New York
$18.6M
GFA
107
Gallagher Fiduciary Advisors
Illinois
$18.5M +$18.3M +365,290 New
FEG
108
Fund Evaluation Group
Ohio
$18.2M -$11.8M -235,139 -39%
COCM
109
Charter Oak Capital Management
New Hampshire
$17.5M -$354K -7,050 -2%
ST
110
Smithfield Trust
Pennsylvania
$17.5M -$3.98M -79,237 -19%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$17.1M -$5.56M -110,758 -25%
DCM
112
Dimension Capital Management
Florida
$16.9M -$1.28M -25,424 -7%
HSBC Holdings
113
HSBC Holdings
United Kingdom
$16.7M +$16.6M +330,199 New
AIM
114
Acropolis Investment Management
Missouri
$16.5M -$7.49M -149,194 -31%
AIMC
115
Alley Investment Management Company
Illinois
$16.3M +$888K +17,692 +6%
SWP
116
Summit Wealth Partners
Florida
$16.1M +$70.8K +1,411 +0.4%
MSWM
117
McGlone Suttner Wealth Management
Wisconsin
$15.9M +$4.44M +88,388 +39%
MWA
118
MFA Wealth Advisors
Pennsylvania
$15.8M +$278K +5,536 +2%
DIP
119
DT Investment Partners
Pennsylvania
$15.8M +$120K +2,393 +0.8%
AAMC
120
Asset Allocation & Management Company
Illinois
$15.7M
SAS
121
Sage Advisory Services
Texas
$15.6M -$4.46M -88,914 -22%
CCM
122
Canal Capital Management
Virginia
$15.3M +$6.87M +136,771 +82%
Toronto Dominion Bank
123
Toronto Dominion Bank
Ontario, Canada
$15.2M +$15M +298,271 +17,251%
PI
124
Parkside Investments
Illinois
$15.1M -$4.25M -84,655 -22%
PCIA
125
Prime Capital Investment Advisors
Kansas
$15M -$1.93M -38,426 -11%

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.