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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
BCWM
101
Bartlett & Co Wealth Management
Ohio
$19.5M +$439K +8,713 +2%
BC
102
Bartlett & Co
Ohio
$19.5M +$439K +8,713 +2%
SPIA
103
Steward Partners Investment Advisory
New York
$19.1M +$93K +1,846 +0.5%
ASW
104
Astoria Strategic Wealth
Texas
$18.9M -$74.8K -1,485 -0.4%
HVIA
105
Hudson Valley Investment Advisors
New York
$18.8M -$21.2K -420 -0.1%
GFA
106
Gallagher Fiduciary Advisors
Illinois
$18.7M +$397K +7,872 +2%
ST
107
Smithfield Trust
Pennsylvania
$18.5M +$1.21M +24,015 +7%
BMM
108
Buffington Mohr McNeal
Idaho
$18.5M -$1.49M -29,540 -7%
AFS
109
Amtrust Financial Services
New York
$18.5M
SW
110
SVB Wealth
Massachusetts
$18.3M -$221K -4,378 -1%
PCIA
111
Prime Capital Investment Advisors
Kansas
$17.9M +$3.05M +60,450 +20%
RMDI
112
R.M. Davis Inc
Maine
$17.9M -$2.46M -48,732 -12%
TH
113
TCTC Holdings
Texas
$17.8M -$1.41M -27,968 -7%
AIM
114
Acropolis Investment Management
Missouri
$17.8M +$1.49M +29,585 +9%
FEG
115
Fund Evaluation Group
Ohio
$17.8M -$317K -6,293 -2%
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$17.6M -$1.84M -36,554 -9%
Bank of New York Mellon
117
Bank of New York Mellon
New York
$17.3M -$65.3M -1,295,943 -79%
COCM
118
Charter Oak Capital Management
New Hampshire
$17M -$385K -7,639 -2%
AIMC
119
Alley Investment Management Company
Illinois
$16.4M +$182K +3,615 +1%
DIP
120
DT Investment Partners
Pennsylvania
$16.2M +$471K +9,352 +3%
SWP
121
Summit Wealth Partners
Florida
$16.2M +$206K +4,087 +1%
DCM
122
Dimension Capital Management
Florida
$16M -$738K -14,647 -4%
MWA
123
MFA Wealth Advisors
Pennsylvania
$16M +$254K +5,045 +2%
CCM
124
Canal Capital Management
Virginia
$15.9M +$688K +13,654 +4%
HSBC Holdings
125
HSBC Holdings
United Kingdom
$15.7M -$831K -16,501 -5%

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.