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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
MAM
176
Meeder Asset Management
Ohio
$10M +$2.73M +54,259 +37%
DCM
177
Disciplina Capital Management
Tennessee
$9.25M -$617K -12,247 -6%
PIMG
178
Patriot Investment Management Group
Tennessee
$9.14M +$360K +7,146 +4%
MWM
179
MTC Wealth Management
Florida
$9.14M -$1.85M -36,787 -17%
WT
180
Whittier Trust
California
$9.04M -$485K -9,633 -5%
DAM
181
Delta Asset Management
Tennessee
$8.99M -$189K -3,754 -2%
UB
182
UMB Bank
Missouri
$8.91M -$81.6K -1,620 -0.9%
PG
183
Proffitt & Goodson
Tennessee
$8.72M -$966K -19,165 -10%
OC
184
Oppenheimer & Co
New York
$8.6M +$111K +2,196 +1%
SEM
185
Strategic Equity Management
Arizona
$8.54M -$60.7K -1,205 -0.7%
RC
186
Roundview Capital
New Jersey
$8.42M +$47K +932 +0.6%
IA
187
IFP Advisors
Florida
$8.22M +$1.19M +23,658 +17%
PAG
188
Powers Advisory Group
Illinois
$8.19M +$273K +5,420 +3%
BFC
189
Blue Fin Capital
Rhode Island
$8.16M +$707K +14,042 +9%
BCI
190
Brinker Capital Investments
Pennsylvania
$8M +$6.99M +138,807 +672%
OPS
191
Orion Portfolio Solutions
Nebraska
$8M +$6.99M +138,807 +672%
FA
192
FDx Advisors
Illinois
$7.99M -$362K -7,189 -4%
EBSAM
193
Eubel Brady & Suttman Asset Management
Ohio
$7.95M -$251K -4,982 -3%
EDRH
194
Edmond de Rothschild Holding
Switzerland
$7.92M -$1.52M -30,222 -16%
PP
195
Prosperity Planning
Missouri
$7.88M +$443K +8,791 +6%
Cerity Partners
196
Cerity Partners
New York
$7.63M -$46K -914 -0.6%
Corient Private Wealth
197
Corient Private Wealth
Florida
$7.57M -$153K -3,045 -2%
FCIM
198
Fairview Capital Investment Management
California
$7.54M -$219K -4,350 -3%
PR
199
Payden & Rygel
California
$7.53M -$1.56M -30,900 -17%
TPCW
200
TD Private Client Wealth
New York
$7.43M +$413K +8,189 +6%

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.