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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
JWS
301
Juncture Wealth Strategies
Arizona
$3.68M -$202K -4,076 -5%
FNBOSM
302
First National Bank of South Miami
Florida
$3.63M -$575K -11,610 -14%
FA
303
Fermata Advisors
California
$3.55M +$2.1M +42,345 +146%
AC
304
Abbrea Capital
California
$3.53M -$822K -16,594 -19%
Franklin Resources
305
Franklin Resources
California
$3.5M -$2.48M -50,093 -42%
AWM
306
Aries Wealth Management
Maine
$3.49M -$1.11M -22,435 -24%
MAG
307
MRA Advisory Group
New Jersey
$3.48M +$316K +6,377 +10%
AIA
308
Ally Invest Advisors
North Carolina
$3.44M +$19.9K +402 +0.6%
DP
309
DDD Partners
Washington
$3.43M -$151K -3,057 -4%
AWM
310
Ameliora Wealth Management
Switzerland
$3.39M +$301K +6,076 +10%
AAM
311
Autus Asset Management
Arizona
$3.39M -$516K -10,425 -13%
DSC
312
Duncker Streett & Co
Missouri
$3.39M -$91.1K -1,840 -3%
GCA
313
Gradient Capital Advisors
California
$3.36M +$153K +3,088 +5%
BIA
314
Bigelow Investment Advisors
Maine
$3.33M -$1.79M -36,112 -35%
PCA
315
Providence Capital Advisors
North Carolina
$3.31M -$54.5K -1,101 -2%
DADC
316
D.A. Davidson & Co
Montana
$3.28M -$266K -5,370 -8%
GEA
317
Glen Eagle Advisors
New Jersey
$3.27M -$223K -4,504 -6%
WA
318
Wambolt & Associates
Colorado
$3.27M -$332K -6,701 -9%
NWA
319
New World Advisors
Massachusetts
$3.23M -$235K -4,756 -7%
NFG
320
Nations Financial Group
Iowa
$3.22M -$367K -7,409 -10%
GWM
321
GSB Wealth Management
Connecticut
$3.2M -$77K -1,555 -2%
CSPIA
322
Cary Street Partners Investment Advisory
Virginia
$3.14M -$552K -11,144 -15%
HAIM
323
Hunter Associates Investment Management
Pennsylvania
$3.14M
BEI
324
Benjamin Edwards Inc
Missouri
$3.12M +$3.04M +61,397 +5,181%
TA
325
TFB Advisors
Kansas
$3.07M +$3.05M +61,553 New

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.