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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
RMDI
151
R.M. Davis Inc
Maine
$12.4M -$2.57M -51,086 -17%
GIM
152
Goelzer Investment Management
Indiana
$12.4M +$426K +8,482 +4%
FCM
153
Fortis Capital Management
Washington
$12.3M +$99.9K +1,989 +0.8%
KL
154
KWMG LLC
Kansas
$12.3M -$27.7K -551 -0.2%
RJT
155
Raymond James Trust
Florida
$12.2M +$437K +8,694 +4%
JIR
156
James Investment Research
Ohio
$12.1M -$1.84M -36,572 -13%
DLCIG
157
D.L. Carlson Investment Group
New Hampshire
$12.1M +$317K +6,308 +3%
WIC
158
Woodmont Investment Counsel
Tennessee
$12.1M -$25.3K -504 -0.2%
Citigroup
159
Citigroup
New York
$11.9M +$293K +5,835 +3%
BWA
160
BlueSky Wealth Advisors
North Carolina
$11.9M +$438K +8,730 +4%
PFPT
161
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.7M -$1.39M -27,644 -11%
TPCW
162
TD Private Client Wealth
New York
$11.4M +$960K +19,116 +9%
GGS
163
Galvin Gaustad & Stein
Arizona
$11.3M -$1.59M -31,600 -13%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$11.1M +$1.71M +34,147 +19%
Envestnet Portfolio Solutions
165
Envestnet Portfolio Solutions
Illinois
$11.1M -$96.4K -1,920 -0.9%
MPM
166
Meritage Portfolio Management
Kansas
$11.1M -$358K -7,138 -3%
TWP
167
Total Wealth Planning
Ohio
$11M -$559K -11,139 -5%
LIM
168
Leavell Investment Management
Alabama
$10.4M +$4.14M +82,495 +69%
CAG
169
Crestwood Advisors Group
Massachusetts
$10.3M -$3.91M -77,931 -28%
HSBC Holdings
170
HSBC Holdings
United Kingdom
$10.3M -$5.04M -100,432 -33%
Ensign Peak Advisors
171
Ensign Peak Advisors
Utah
$10.3M +$10M +200,000 New
BFC
172
Blue Fin Capital
Rhode Island
$10.1M +$1.18M +23,431 +14%
Cerity Partners
173
Cerity Partners
New York
$10M +$449K +8,932 +5%
Cetera Investment Advisers
174
Cetera Investment Advisers
Illinois
$9.92M -$2.14M -42,556 -18%
SFG
175
StrategIQ Financial Group
Indiana
$9.92M -$895K -17,823 -8%

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.