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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
RCA
201
Resonant Capital Advisors
Wisconsin
$7.39M -$1.13M -22,489 -13%
IDBONY
202
Israel Discount Bank of New York
New York
$7.3M -$899K -17,845 -11%
CFGS
203
Concourse Financial Group Securities
Alabama
$7.09M -$1.38M -27,460 -16%
FPGK
204
Financial Partners Group (Kansas)
Kansas
$7.06M +$1.08M +21,523 +18%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$7.03M -$450K -8,927 -6%
GL
206
Graypoint LLC
New York
$7.03M +$678K +13,468 +11%
CISOA
207
Capital Investment Services of America
Wisconsin
$6.97M -$30.2K -600 -0.4%
NAG
208
Northstar Advisory Group
New Jersey
$6.87M +$658K +13,057 +11%
MAG
209
MRA Advisory Group
New Jersey
$6.84M +$2.27M +45,057 +49%
TNBTD
210
Trustmark National Bank Trust Department
Mississippi
$6.78M +$129K +2,551 +2%
PA
211
PFG Advisors
Arizona
$6.77M +$853K +16,938 +14%
DWM
212
Dakota Wealth Management
Florida
$6.76M +$242K +4,809 +4%
AWS
213
Atria Wealth Solutions
New York
$6.72M +$403K +8,009 +6%
CA
214
CGN Advisors
Kansas
$6.67M +$443K +8,791 +7%
CWM
215
Concentric Wealth Management
California
$6.47M +$661K +13,128 +11%
Creative Planning
216
Creative Planning
Kansas
$6.47M +$447K +8,875 +7%
AI
217
Atria Investments
North Carolina
$6.39M -$516K -10,246 -7%
NSG
218
Nalls Sherbakoff Group
Tennessee
$6.37M +$155K +3,072 +2%
HCP
219
Holt Capital Partners
Texas
$6.35M +$73K +1,450 +1%
CFMC
220
Curbstone Financial Management Corp
New Hampshire
$6.3M -$447K -8,880 -7%
NA
221
NewEdge Advisors
Louisiana
$6.13M -$250K -4,962 -4%
EDRIA
222
Edmonds Duncan Registered Investment Advisors
Kansas
$6.11M -$12.4K -247 -0.2%
Mirae Asset Global Investments
223
Mirae Asset Global Investments
South Korea
$6.07M -$1.86M -37,000 -23%
SC
224
SouthState Corp
Florida
$6.07M -$243K -4,826 -4%
SC
225
Scotia Capital
Ontario, Canada
$6.05M -$132K -2,614 -2%

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.