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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
CCM
126
Canal Capital Management
Virginia
$16.1M -$194K -3,862 -1%
PPW
127
Presilium Private Wealth
Pennsylvania
$15.9M -$11.1M -220,412 -42%
TH
128
TCTC Holdings
Texas
$15.6M -$1.74M -34,632 -10%
AI
129
Atria Investments
North Carolina
$15.3M +$8.14M +162,085 +120%
State Farm Mutual Automobile Insurance
130
State Farm Mutual Automobile Insurance
Illinois
$15.2M
CC
131
Courier Capital
New York
$15.1M -$1.44M -28,697 -9%
SF
132
Schaeffer Financial
Maryland
$14.8M +$14.5M +288,581 New
SPIA
133
Steward Partners Investment Advisory
New York
$14.7M -$5.01M -99,728 -26%
ST
134
Smithfield Trust
Pennsylvania
$14.4M -$1.53M -30,409 -10%
NB
135
NBT Bank
New York
$14.4M +$298K +5,942 +2%
Mitsubishi UFJ Trust & Banking
136
Mitsubishi UFJ Trust & Banking
Japan
$14.3M
HVIA
137
Hudson Valley Investment Advisors
New York
$14.2M -$2.82M -56,154 -17%
GC
138
Guggenheim Capital
Illinois
$14.1M -$326K -6,495 -2%
MML Investors Services
139
MML Investors Services
Massachusetts
$14.1M +$2.15M +42,904 +19%
Baird Financial Group
140
Baird Financial Group
Wisconsin
$14M -$232K -4,624 -2%
COCM
141
Charter Oak Capital Management
New Hampshire
$13.6M -$1.31M -26,039 -9%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$13.6M -$3M -59,817 -18%
LFG
143
Larson Financial Group
Missouri
$13.3M -$178K -3,550 -1%
SRC
144
Shufro Rose & Co
New York
$13.2M -$162K -3,225 -1%
PR
145
Payden & Rygel
California
$13.2M +$12.8M +255,000 +14,596%
AA
146
Argent Advisors
Louisiana
$13.1M -$691K -13,770 -5%
DWS
147
Discipline Wealth Solutions
South Carolina
$12.9M +$12.7M +251,989 New
VRM
148
Vectors Research Management
New York
$12.8M -$656K -13,068 -5%
BMD
149
Better Money Decisions
New Mexico
$12.7M -$1.26M -25,085 -9%
JSA
150
Jacobson & Schmitt Advisors
Wisconsin
$12.5M +$555K +11,047 +5%

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.