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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
MML Investors Services
151
MML Investors Services
Massachusetts
$12.6M -$123K -2,436 -1%
EWM
152
Endurance Wealth Management
Rhode Island
$12.6M -$408K -8,100 -3%
GGS
153
Galvin Gaustad & Stein
Arizona
$12.6M +$195K +3,870 +2%
FLA
154
Financial Life Advisors
Texas
$12.6M +$1.58M +31,289 +14%
EFM
155
Eley Financial Management
Vermont
$12.6M +$340K +6,747 +3%
WIC
156
Woodmont Investment Counsel
Tennessee
$12.5M +$239K +4,750 +2%
CA
157
Cetera Advisors
Colorado
$12.4M +$1.03M +20,366 +9%
DLCIG
158
D.L. Carlson Investment Group
New Hampshire
$12M +$12.1M +240,057 New
CCM
159
Cobalt Capital Management
New Jersey
$12M +$12.1M +240,000 New
GIM
160
Goelzer Investment Management
Indiana
$11.7M -$36K -715 -0.3%
KL
161
KWMG LLC
Kansas
$11.6M +$1.05M +20,894 +10%
MPM
162
Meritage Portfolio Management
Kansas
$11.6M -$416K -8,260 -3%
TWP
163
Total Wealth Planning
Ohio
$11.6M -$296K -5,877 -2%
RJT
164
Raymond James Trust
Florida
$11.5M +$87.1K +1,729 +0.8%
SFG
165
StrategIQ Financial Group
Indiana
$11.5M -$2.33M -46,183 -17%
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$11.4M -$2.95M -58,582 -21%
BWA
167
BlueSky Wealth Advisors
North Carolina
$11.3M -$245K -4,859 -2%
HCC
168
Hirtle Callaghan & Co
Pennsylvania
$11.2M -$898K -17,832 -7%
SAS
169
Sage Advisory Services
Texas
$11.2M -$4.29M -85,151 -28%
JSA
170
Jacobson & Schmitt Advisors
Wisconsin
$11M +$553K +10,971 +5%
ET
171
Equitable Trust
Tennessee
$10.5M +$2.18M +43,331 +26%
CT
172
Caldwell Trust
Florida
$10.5M -$2.21M -43,958 -17%
FCM
173
Fortis Capital Management
Washington
$10.4M +$1.81M +35,983 +21%
AP
174
Atwood & Palmer
Missouri
$10.3M +$240K +4,770 +2%
Citigroup
175
Citigroup
New York
$10.2M -$341K -6,771 -3%

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.