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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
MA
276
Mutual Advisors
Nebraska
$4.39M -$317K -6,407 -7%
FWM
277
Forza Wealth Management
Florida
$4.38M +$4.35M +87,820 New
FPGK
278
Financial Partners Group (Kansas)
Kansas
$4.35M +$4.29M +86,662 New
SIA
279
SeaBridge Investment Advisors
New Jersey
$4.21M -$1.03M -20,899 -20%
RWIA
280
Roger Wittlin Investment Advisory
California
$4.21M +$4.04M +81,520 +2,762%
HWM
281
Hohimer Wealth Management
Washington
$4.17M -$322K -6,510 -7%
IDA
282
Intelligence Driven Advisers
California
$4.12M +$3.17M +63,937 +352%
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$4.11M +$3.44M +69,432 +534%
AG
284
Ascent Group
Virginia
$4.11M -$113K -2,275 -3%
PA
285
Probity Advisors
Texas
$4.1M -$730K -14,738 -15%
RF
286
RHS Financial
California
$4.06M +$2.27M +45,816 +129%
SPA
287
Shore Point Advisors
New Jersey
$4.05M -$395K -7,980 -9%
B
288
Bellecapital
Switzerland
$4.01M -$222K -4,493 -5%
ANTB
289
AMG National Trust Bank
Colorado
$4.01M -$1.41M -28,467 -26%
HCM
290
Hollencrest Capital Management
California
$3.99M -$1.37M -27,765 -26%
GVAG
291
Great Valley Advisor Group
Delaware
$3.9M +$1.75M +35,412 +83%
HPC
292
HM Payson & Co
Maine
$3.9M -$37.7K -762 -1%
CCT
293
Capital City Trust
Florida
$3.86M -$261K -5,279 -6%
BWP
294
Bernardo Wealth Planning
Pennsylvania
$3.86M +$2.52M +50,828 +190%
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
$3.85M -$233K -4,698 -6%
B
296
Barings
North Carolina
$3.83M
TWC
297
TD Waterhouse Canada
Ontario, Canada
$3.74M +$3.22M +65,085 +666%
First Trust Advisors
298
First Trust Advisors
Illinois
$3.7M -$1.07M -21,560 -22%
FIM
299
Freedom Investment Management
Connecticut
$3.7M -$312K -6,292 -8%
CWM
300
Calamos Wealth Management
Illinois
$3.7M +$1.34M +27,095 +58%

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.