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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
HSA
326
HBK Sorce Advisory
Pennsylvania
$3.06M -$446K -9,007 -13%
WB
327
WesBanco Bank
West Virginia
$3.05M +$3.03M +61,296 New
William Blair & Company
328
William Blair & Company
Illinois
$3.03M -$404K -8,169 -12%
RG
329
Rathbones Group
United Kingdom
$2.96M +$36.7K +741 +1%
BCM
330
Beaumont Capital Management
Massachusetts
$2.96M +$2.94M +59,345 New
GAM
331
Gemmer Asset Management
California
$2.94M +$1.5M +30,271 +105%
CAG
332
Csenge Advisory Group
Florida
$2.94M +$1.31M +26,453 +81%
VFPW
333
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.93M -$2.63M -53,135 -47%
SFM
334
Signet Financial Management
New Jersey
$2.87M +$2.64M +53,289 +1,253%
KFP
335
KMG Fiduciary Partners
Ohio
$2.85M +$135K +2,720 +5%
BWA
336
BDO Wealth Advisors
Florida
$2.84M -$548K -11,072 -16%
PAG
337
Private Advisor Group
New Jersey
$2.83M +$68.2K +1,377 +1%
LIM
338
Leavell Investment Management
Alabama
$2.81M +$1.24M +24,970 +80%
BWM
339
Bulltick Wealth Management
Florida
$2.8M
ACP
340
Aveo Capital Partners
Colorado
$2.8M +$2.57M +51,962 +1,227%
AIM
341
Astor Investment Management
Illinois
$2.77M +$57.7K +1,165 +2%
AIM
342
Aspen Investment Management
Michigan
$2.76M -$385K -7,773 -12%
LOPW
343
Live Oak Private Wealth
North Carolina
$2.74M -$1.06M -21,352 -28%
WCM
344
Washington Capital Management
Washington
$2.71M
SFS
345
Strategic Financial Services
New York
$2.7M +$1.97M +39,694 +273%
HKAM
346
Horizon Kinetics Asset Management
New York
$2.69M
DC
347
Davenport & Co
Virginia
$2.68M -$289K -5,839 -10%
ODIJL
348
One Day In July LLC
Vermont
$2.67M -$66K -1,333 -2%
CC
349
Courier Capital
New York
$2.66M -$298K -6,014 -10%
SFG
350
Summit Financial Group
West Virginia
$2.65M -$429K -8,670 -14%

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.