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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
GWM
351
Graybill Wealth Management
Illinois
$2.63M +$502K +10,130 +24%
AF
352
Allworth Financial
California
$2.58M -$1.01M -20,376 -28%
AA
353
Alesco Advisors
New York
$2.58M +$1.5M +30,285 +141%
BHB
354
Bank Hapoalim BM
Israel
$2.51M
IWA
355
IVC Wealth Advisors
Pennsylvania
$2.51M -$130K -2,635 -5%
KWA
356
KCS Wealth Advisory
California
$2.48M +$1.11M +22,347 +81%
BCV
357
Banque Cantonale Vaudoise
Switzerland
$2.42M
IAG
358
Investment Advisory Group
Massachusetts
$2.41M +$112K +2,259 +5%
BPA
359
Beacon Pointe Advisors
California
$2.4M +$104K +2,094 +5%
AWS
360
AJ Wealth Strategies
New York
$2.36M -$3.29M -66,406 -58%
FBA
361
Front Barnett Associates
Illinois
$2.36M -$181K -3,655 -7%
LG
362
LaFleur & Godfrey
Michigan
$2.33M +$4.46K +90 +0.2%
CS
363
Comerica Securities
Michigan
$2.3M -$3.16M -63,928 -58%
MPWT
364
MassMutual Private Wealth & Trust
Connecticut
$2.23M +$32.9K +664 +2%
CW
365
CreativeOne Wealth
Kansas
$2.22M +$193K +3,904 +10%
WA
366
Wilshire Advisors
California
$2.21M +$22.7K +459 +1%
1WM
367
1900 Wealth Management
Texas
$2.21M -$156K -3,149 -7%
JWCA
368
J.W. Cole Advisors
Florida
$2.21M +$74.5K +1,505 +4%
GT
369
Greenleaf Trust
Michigan
$2.21M +$661K +13,349 +43%
OIA
370
OneDigital Investment Advisors
Kansas
$2.19M -$992K -20,033 -31%
SAM
371
Strategy Asset Managers
California
$2.08M -$267K -5,398 -11%
BCM
372
Boltwood Capital Management
California
$2.01M +$387K +7,825 +24%
MWA
373
Monograph Wealth Advisors
California
$2.01M +$1.99M +40,260 New
ASN
374
Advisory Services Network
Georgia
$2M -$711K -14,355 -26%
WTC
375
WhitTier Trust Company
Nevada
$1.96M -$2.52K -51 -0.1%

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.