We are live on ! Find out more
IGSB icon

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
RWM
401
Rockwood Wealth Management
Pennsylvania
$1.65M +$1.25M +25,346 +323%
LPIC
402
LeJeune Puetz Investment Counsel
Michigan
$1.65M +$273K +5,509 +20%
FNBT
403
FineMark National Bank & Trust
Florida
$1.64M +$63.9K +1,290 +4%
TFP
404
Tilia Fiduciary Partners
North Carolina
$1.63M -$194K -3,924 -11%
VFA
405
Voya Financial Advisors
Connecticut
$1.63M +$40.8K +825 +3%
KA
406
Kovack Advisors
Florida
$1.63M -$41.3K -834 -2%
FIBT
407
First International Bank & Trust
North Dakota
$1.63M +$263K +5,309 +19%
CCA
408
Cobblestone Capital Advisors
New York
$1.61M +$950K +19,180 +145%
RPCA
409
Running Point Capital Advisors
California
$1.61M -$262K -5,293 -14%
EGA
410
Eagle Global Advisors
Texas
$1.6M +$44.1K +890 +3%
Bessemer Group
411
Bessemer Group
New Jersey
$1.58M
BS
412
Boenning & Scattergood
Pennsylvania
$1.57M +$1.5M +30,376 New
MMA
413
Miracle Mile Advisors
California
$1.57M +$1.56M +31,471 New
FWC
414
First Washington Corp
Washington
$1.56M
TAM
415
Tocqueville Asset Management
New York
$1.55M +$559K +11,295 +57%
NSB
416
Norway Savings Bank
Maine
$1.55M -$87.9K -1,776 -5%
PGAM
417
Princeton Global Asset Management
New Jersey
$1.52M -$63.9K -1,290 -4%
KWM
418
Kingsview Wealth Management
Oregon
$1.51M -$45.7K -924 -3%
WSTAM
419
Wilbanks Smith & Thomas Asset Management
Virginia
$1.49M -$239K -4,831 -14%
MNBTD
420
Moody National Bank Trust Division
Texas
$1.49M
AWM
421
Atticus Wealth Management
Florida
$1.49M -$14.1M -284,620 -90%
BCI
422
Brinker Capital Investments
Pennsylvania
$1.48M -$44.3K -894 -3%
SWP
423
Strategic Wealth Partners
Ohio
$1.46M +$693K +13,989 +91%
SAS
424
Stelac Advisory Services
New York
$1.44M -$1.89M -38,212 -57%
DG
425
DMC Group
Alabama
$1.43M +$140K +2,835 +11%

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.