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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
WBG
251
Wharton Business Group
Pennsylvania
$5.22M -$515K -10,410 -9%
HWMA
252
Heritage Wealth Management (Arizona)
Arizona
$5.2M +$2.55M +51,461 +97%
MCP
253
Martin Capital Partners
Oregon
$5.18M +$28.9K +583 +0.6%
RWG
254
Regal Wealth Group
California
$5.15M -$52.5K -1,061 -1%
PAS
255
Park Avenue Securities
New York
$5.14M +$2.7M +54,484 +112%
SAM
256
Stone Asset Management
Texas
$5.13M -$7.27M -146,894 -59%
WAS
257
WESPAC Advisors SoCal
California
$5.09M +$6.19K +125 +0.1%
APIM
258
Agate Pass Investment Management
Washington
$5.08M -$778K -15,705 -13%
RFC
259
Regions Financial Corp
Alabama
$5.05M -$3.07M -62,028 -38%
SAM
260
SP Asset Management
California
$4.97M -$1.98M -39,895 -29%
HWAM
261
Hennion & Walsh Asset Management
New Jersey
$4.94M +$185K +3,737 +4%
BSA
262
Bull Street Advisors
Georgia
$4.9M -$74.3K -1,500 -2%
PWPCM
263
Perella Weinberg Partners Capital Management
New York
$4.88M
GL
264
Graypoint LLC
New York
$4.87M -$264K -5,324 -5%
MIA
265
MMBG Investment Advisors
Florida
$4.87M -$94.1K -1,900 -2%
PRS
266
Pinkerton Retirement Specialists
Idaho
$4.74M -$403K -8,149 -8%
GDP
267
Great Diamond Partners
Maine
$4.71M -$739K -14,924 -14%
SWP
268
Stratos Wealth Partners
Ohio
$4.54M +$333K +6,725 +8%
HW
269
Hancock Whitney
Mississippi
$4.52M -$178K -3,599 -4%
4WM
270
4J Wealth Management
Virginia
$4.5M +$148K +2,981 +3%
AF
271
Arrow Financial
New York
$4.48M -$186K -3,765 -4%
WA
272
Wealthstar Advisors
Texas
$4.47M -$225K -4,535 -5%
PCM
273
Pointe Capital Management
Michigan
$4.45M -$2.74M -55,378 -38%
AAS
274
Avantax Advisory Services
Texas
$4.44M +$1.34M +27,033 +44%
BF
275
BOK Financial
Oklahoma
$4.41M -$11.3K -229 -0.3%

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.