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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
KP
476
Keel Point
Alabama
$1.02M -$555K -11,211 -35%
FHA
477
First Horizon Advisors
Tennessee
$1.01M +$53.8K +1,086 +6%
BFA
478
Beaumont Financial Advisors
Massachusetts
$1.01M +$660K +13,338 +194%
OWA
479
Octavia Wealth Advisors
Ohio
$1M +$64K +1,292 +7%
ICG
480
InterOcean Capital Group
Tennessee
$992K +$429K +8,658 +77%
CCA
481
Checchi Capital Advisers
California
$974K -$3.04M -61,479 -76%
SP
482
Successful Portfolios
Florida
$961K +$72.8K +1,471 +8%
SA
483
SL Advisors
New Jersey
$947K
AF
484
Aldebaran Financial
$945K -$548K -11,074 -37%
FCA
485
FinTrust Capital Advisors
South Carolina
$932K -$61.6K -1,245 -6%
JC
486
JB Capital
Connecticut
$932K +$926K +18,702 New
ECA
487
Elevated Capital Advisors
Utah
$930K -$139K -2,805 -13%
RSVP
488
Ramsay Stattman Vela & Price
Colorado
$928K
GT
489
Glenview Trust
Kentucky
$918K +$49.5K +1,000 +6%
WCG
490
Weaver Consulting Group
California
$917K +$911K +18,397 New
DIA
491
Dana Investment Advisors
Wisconsin
$916K +$3.66K +74 +0.4%
CPP
492
Capasso Planning Partners
South Carolina
$913K -$35K -706 -4%
CAL
493
Capital Analysts LLC
Pennsylvania
$904K -$35.9K -725 -4%
FA
494
Flagstar Advisors
New York
$896K +$58.1K +1,173 +7%
LB
495
Legacy Bridge
Iowa
$895K
SHGA
496
Sand Hill Global Advisors
California
$888K +$882K +17,824 New
SF
497
Synovus Financial
Georgia
$887K +$8.66K +175 +1%
CAG
498
Curtis Advisory Group
California
$886K +$215K +4,347 +32%
RCIM
499
Red Cedar Investment Management
Michigan
$883K
PWM
500
Perigon Wealth Management
California
$878K +$389K +7,852 +80%

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.