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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
Fisher Asset Management
501
Fisher Asset Management
Washington
$875K -$53.7K -1,085 -6%
SWM
502
Spire Wealth Management
Virginia
$854K -$119K -2,405 -12%
MFG
503
Merit Financial Group
Georgia
$850K +$410K +8,288 +94%
IWM
504
IHT Wealth Management
Illinois
$850K -$352K -7,116 -29%
HI
505
Harbour Investments
Wisconsin
$842K -$22.2K -448 -3%
AIA
506
Avalon Investment & Advisory
Texas
$839K +$834K +16,836 New
SWM
507
Stockman Wealth Management
Montana
$835K -$216K -4,360 -21%
TPA
508
Trivium Point Advisory
Connecticut
$830K +$819K +16,550 New
1IA
509
1620 Investment Advisors
Massachusetts
$828K +$264K +5,325 +47%
AIM
510
Alhambra Investment Management
Florida
$825K +$39.6K +800 +5%
C1AG
511
Client 1st Advisory Group
Florida
$822K -$196K -3,963 -19%
HPM
512
Hudson Portfolio Management
New York
$816K -$896K -18,090 -52%
PHS
513
Pekin Hardy Strauss
Illinois
$805K -$363K -7,330 -31%
OFG
514
Omega Financial Group
California
$792K
SC
515
Saiph Capital
New Jersey
$786K -$190K -3,846 -20%
SWM
516
SigFig Wealth Management
California
$747K +$213K +4,311 New
CSIA
517
Charles Schwab Investment Advisory
California
$740K -$296K -5,985 -29%
SPW
518
Sonoma Private Wealth
California
$737K +$733K +14,801 New
VCA
519
Verdence Capital Advisors
Maryland
$726K +$644 +13 +0.1%
WIM
520
WealthPlan Investment Management
Nebraska
$716K -$31.4K -634 -4%
WP
521
WealthPLAN Partners
Nebraska
$715K +$706K +14,261 New
WIA
522
World Investment Advisors
California
$712K -$34.1K -689 -5%
CWP
523
CFM Wealth Partners
Texas
$704K
BWM
524
Baystate Wealth Management
Massachusetts
$703K -$1.53K -31 -0.2%
SFG
525
Sunburst Financial Group
Alabama
$700K +$299K +6,036 +75%

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.