We are live on ! Find out more
IGSB icon

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
CWAF
126
Core Wealth Advisors (Florida)
Florida
$15.3M +$4.31M +85,482 +39%
MSWM
127
McGlone Suttner Wealth Management
Wisconsin
$15.3M -$493K -9,782 -3%
CMP
128
Courage Miller Partners
Virginia
$14.9M +$162K +3,216 +1%
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$14.9M -$2.17M -43,077 -13%
State Farm Mutual Automobile Insurance
130
State Farm Mutual Automobile Insurance
Illinois
$14.8M
PFPT
131
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.8M +$86.1K +1,709 +0.6%
TC
132
Telemus Capital
Michigan
$14.8M +$412K +8,187 +3%
BMD
133
Better Money Decisions
New Mexico
$14.6M +$220K +4,366 +2%
PI
134
Parkside Investments
Illinois
$14.6M -$439K -8,715 -3%
SPC
135
Sigma Planning Corp
Michigan
$14.5M +$1.06M +21,092 +8%
Baird Financial Group
136
Baird Financial Group
Wisconsin
$14.4M -$64.8K -1,286 -0.4%
DI
137
DDFG Inc
California
$14.3M +$256K +5,083 +2%
ACA
138
Anchor Capital Advisors
Massachusetts
$14M -$474K -9,409 -3%
Mitsubishi UFJ Trust & Banking
139
Mitsubishi UFJ Trust & Banking
Japan
$14M
JIR
140
James Investment Research
Ohio
$13.9M -$389K -7,725 -3%
CPIG
141
Chicago Partners Investment Group
Illinois
$13.9M +$1.12M +22,255 +9%
RA
142
Riversedge Advisors
Delaware
$13.9M +$9.53M +189,249 +216%
LFG
143
Larson Financial Group
Missouri
$13.5M -$303K -6,022 -2%
AA
144
Argent Advisors
Louisiana
$13.3M +$937K +18,593 +8%
GC
145
Guggenheim Capital
Illinois
$13.3M +$1.09M +21,560 +9%
CAN
146
Cetera Advisor Networks
California
$13.3M +$3.45M +68,491 +35%
SRC
147
Shufro Rose & Co
New York
$13.1M -$297K -5,897 -2%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$12.8M +$40.3K +800 +0.3%
CCA
149
Catalyst Capital Advisors
New York
$12.8M +$748K +14,850 +6%
KAS
150
Kestra Advisory Services
Texas
$12.8M +$8.61M +170,858 +205%

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.