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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
Wells Fargo
26
Wells Fargo
California
$158M -$35.6M -718,705 -18%
SGDR
27
SPX Gestao de Recursos
Brazil
$154M +$153M +3,095,484 New
Stifel Financial
28
Stifel Financial
Missouri
$150M +$12.3M +247,578 +9%
Truist Financial
29
Truist Financial
North Carolina
$140M +$28.6M +576,849 +26%
JP Morgan Chase
30
JP Morgan Chase
New York
$127M +$83.7M +1,691,344 +196%
PFO
31
Pathstone Family Office
New Jersey
$121M -$58.8M -1,188,126 -33%
OCM
32
One Capital Management
California
$112M +$8.75M +176,664 +9%
RJA
33
Raymond James & Associates
Florida
$103M -$2.68M -54,098 -3%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$102M +$7.56M +152,770 +8%
LPL Financial
35
LPL Financial
California
$92.4M +$4.02M +81,293 +5%
EWA
36
EP Wealth Advisors
California
$90.6M +$14.5M +292,586 +19%
KeyBank National Association
37
KeyBank National Association
Ohio
$83.1M -$8.2M -165,553 -9%
HTC
38
Haverford Trust Company
Pennsylvania
$79.6M +$1.33M +26,964 +2%
US Bancorp
39
US Bancorp
Minnesota
$78.8M -$10.4M -210,650 -12%
SLF
40
Sun Life Financial
Ontario, Canada
$75.2M
FT
41
Fiduciary Trust
Massachusetts
$74.7M -$3.65M -73,820 -5%
MD
42
Money Design
Japan
$73.7M +$4.47M +90,203 +6%
PFA
43
Pure Financial Advisors
California
$72.8M +$9.77M +197,341 +16%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$67.6M -$2.13M -43,000 -3%
BB
45
Busey Bank
Illinois
$64.1M +$63.7M +1,286,331 New
Osaic Holdings
46
Osaic Holdings
Arizona
$63.8M +$927K +18,721 +1%
Citigroup
47
Citigroup
New York
$60.8M +$43.6M +880,878 +260%
NYLIM
48
New York Life Investment Management
New York
$59.2M +$2.55M +51,537 +5%
BSB
49
Bangor Savings Bank
Maine
$55.1M -$14.3M -289,234 -21%
FLPIM
50
F.L. Putnam Investment Management
Massachusetts
$54.4M +$2.08M +41,927 +4%

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.