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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
PO
376
Private Ocean
California
$1.96M +$859K +17,343 +79%
PA
377
Pinnacle Associates
New York
$1.96M -$691K -13,963 -26%
NPP
378
New Potomac Partners
Maryland
$1.94M +$269K +5,437 +16%
BMCM
379
Bryn Mawr Capital Management
Pennsylvania
$1.94M +$1.92M +38,840 New
NSCM
380
New South Capital Management
Tennessee
$1.93M -$1.34M -27,015 -41%
Comerica Bank
381
Comerica Bank
Texas
$1.92M -$92.8K -1,874 -5%
PBO
382
Peoples Bank (Ohio)
Ohio
$1.9M +$1.89M +38,215 New
NL
383
NWAM LLC
Washington
$1.9M +$82.7K +1,670 +5%
AIA
384
Armor Investment Advisors
North Carolina
$1.9M -$1.65M -33,354 -47%
WFAG
385
Wescott Financial Advisory Group
Pennsylvania
$1.89M +$1.36M +27,453 +261%
ECM
386
Evergreen Capital Management
Washington
$1.88M +$453K +9,140 +32%
JSL
387
JT Stratford LLC
Georgia
$1.83M +$1.18M +23,835 +186%
Bank Julius Baer & Co
388
Bank Julius Baer & Co
Switzerland
$1.83M +$28.6K +578 +2%
IFS
389
Ifrah Financial Services
Arkansas
$1.82M -$30.8K -623 -2%
FPCG
390
Forum Private Client Group
Indiana
$1.78M -$79.6K -1,608 -4%
LBC
391
Lowe Brockenbrough & Co
Virginia
$1.75M -$552K -11,145 -24%
ZIM
392
Zacks Investment Management
Illinois
$1.74M -$629K -12,704 -27%
PWA
393
Physician Wealth Advisors
Utah
$1.7M -$90.2K -1,822 -5%
WP
394
WealthSource Partners
California
$1.7M +$67.6K +1,366 +4%
TCWA
395
Ten Capital Wealth Advisors
Washington
$1.68M -$92.3K -1,864 -5%
VT
396
Vise Technologies
New York
$1.68M -$354K -7,149 -17%
OHWP
397
Oak Harbor Wealth Partners
North Carolina
$1.68M
YIA
398
YHB Investment Advisors
Connecticut
$1.67M +$43.1K +870 +3%
ADBIC
399
A.D. Beadell Investment Counsel
Wisconsin
$1.67M +$193K +3,905 +13%
AFAS
400
Acorn Financial Advisory Services
Virginia
$1.66M -$127K -2,557 -7%

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.