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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
Charles Schwab
1
Charles Schwab
California
$1.25B -$25.3M -503,423 -2%
Morgan Stanley
2
Morgan Stanley
New York
$977M +$406M +8,091,148 +74%
Northern Trust
3
Northern Trust
Illinois
$960M +$33.9M +675,821 +4%
JSTA
4
Japan Science & Technology Agency
Japan
$790M -$297M -5,920,873 -28%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$675M -$86.4M -1,721,307 -12%
MMI
6
Matson Money Inc
Ohio
$669M -$20.2M -403,186 -3%
NI
7
NYL Investors
New York
$557M -$110M -2,183,684 -17%
JHU
8
Johns Hopkins University
Maryland
$504M -$440M -8,752,640 -47%
Ameriprise
9
Ameriprise
Minnesota
$502M -$31.2M -621,446 -6%
Goldman Sachs
10
Goldman Sachs
New York
$444M -$17.1M -341,241 -4%
Bank of America
11
Bank of America
North Carolina
$425M -$13.3M -264,315 -3%
DILIC
12
Dai-ichi Life Insurance Company
Japan
$419M
BlackRock
13
BlackRock
New York
$337M +$43.4M +865,054 +15%
AC
14
Allstate Corporation
Illinois
$284M -$114M -2,260,615 -29%
ACG
15
Arch Capital Group
Bermuda
$278M
SGDR
16
SPX Gestao de Recursos
Brazil
$254M -$26.1M -519,118 -9%
UBS Group
17
UBS Group
Switzerland
$228M -$758K -15,090 -0.3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$223M -$17.8M -354,465 -8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$218M +$29M +577,341 +16%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$187M -$8.4M -167,379 -4%
Wells Fargo
21
Wells Fargo
California
$176M +$6.75M +134,480 +4%
JP Morgan Chase
22
JP Morgan Chase
New York
$173M +$130M +2,582,748 +328%
EWA
23
EP Wealth Advisors
California
$144M +$8.34M +166,130 +6%
Truist Financial
24
Truist Financial
North Carolina
$126M -$5.33M -106,147 -4%
PFA
25
Pure Financial Advisors
California
$124M +$11.1M +220,203 +10%

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.