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iShares 1-5 Year Investment Grade Corporate Bond ETF

922 hedge funds and large institutions have $18.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 289 increasing their positions, 380 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 70

27% more capital invested

Capital invested by funds: $14.6B → $18.6B (+$3.97B)

6% more funds holding

Funds holding: 870922 (+52)

3.03% more ownership

Funds ownership: 74.02%77.05% (+3%)

4% less funds holding in top 10

Funds holding in top 10: 118113 (-5)

24% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 380

44% less call options, than puts

Call options by funds: $1.41M | Put options by funds: $2.53M

Holders
922
Holders Change
+52
Holders Change %
+5.98%
% of All Funds
14.82%
Holding in Top 10
113
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.24%
% of All Funds
1.82%
New
138
Increased
289
Reduced
380
Closed
70
Calls
$1.41M
Puts
$2.53M
Net Calls
-$1.12M
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
CPSC
226
Carl P. Sherr & Co
Massachusetts
$6.3M -$1.99M -40,161 -24%
NAM
227
NTV Asset Management
West Virginia
$6.28M -$2.12M -42,836 -25%
HCP
228
Holt Capital Partners
Texas
$6.24M +$4.49M +90,640 +263%
EDRIA
229
Edmonds Duncan Registered Investment Advisors
Kansas
$6.23M -$160K -3,237 -3%
AIMU
230
Allianz Investment Management US
Minnesota
$6.18M
PGFC
231
Peapack-Gladstone Financial Corp
New Jersey
$6.09M +$59.4K +1,200 +1%
SFG
232
SevenBridge Financial Group
Pennsylvania
$6.07M +$236K +4,765 +4%
KAS
233
Kestra Advisory Services
Texas
$6.04M -$10.6M -214,419 -64%
Betterment LLC
234
Betterment LLC
New York
$5.99M -$5.45M -110,178 -48%
BFC
235
Blue Fin Capital
Rhode Island
$5.97M +$2.29M +46,343 +63%
LA
236
LVW Advisors
New York
$5.95M +$5.91M +119,402 New
BIS
237
BG Investment Services
Guam
$5.93M +$104K +2,106 +2%
DWM
238
Dakota Wealth Management
Florida
$5.91M -$160K -3,238 -3%
CWAF
239
Core Wealth Advisors (Florida)
Florida
$5.81M -$596K -12,042 -9%
SC
240
Scotia Capital
Ontario, Canada
$5.76M -$1.32M -26,683 -19%
IWC
241
Integrated Wealth Concepts
Massachusetts
$5.67M -$240K -4,844 -4%
TPCW
242
TD Private Client Wealth
New York
$5.64M +$205K +4,149 +4%
Creative Planning
243
Creative Planning
Kansas
$5.58M +$702K +14,189 +15%
CA
244
CGN Advisors
Kansas
$5.55M +$4.71M +95,165 +589%
CIM
245
Confluence Investment Management
Missouri
$5.44M +$5.41M +109,249 New
NA
246
NewEdge Advisors
Louisiana
$5.44M +$816K +16,479 +14%
WP
247
WMS Partners
Maryland
$5.4M -$5.99M -121,075 -53%
CTA
248
Chesley Taft & Associates
Illinois
$5.39M -$11.4K -230 -0.2%
CCG
249
Cypress Capital Group
Florida
$5.31M -$2.33M -46,974 -31%
MM
250
Main Management
California
$5.26M -$156K -3,160 -3%

IGSB Hedge Fund Activity: Q4 2022 in Review

922 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q4 2022, worth a combined $18.6B — up 27% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new IGSB positions and 70 closed out — a net gain of 68 holders — while 289 added to existing stakes and 380 trimmed.

The largest buyer was Ameriprise, adding an estimated $208M. The largest seller was BlackRock, cutting an estimated $305M.

  • 922 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2022, up from 870 in Q3 2022.
  • Funds reported $18.6B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2022, up 27% quarter-over-quarter.
  • 138 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2022 and 70 closed out, a net change of +68 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2022 was Ameriprise, an estimated $208M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q4 2022 was BlackRock, an estimated $305M sold.

Based on aggregated 13F filings for Q4 2022.