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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
BIAS
526
Beacon Investment Advisory Services
New Jersey
$696K -$201K -4,062 -23%
SWM
527
Seed Wealth Management
Illinois
$692K +$688K +13,900 New
SFFS
528
Stonehage Fleming Financial Services
Jersey
$690K
VVP
529
Venture Visionary Partners
Ohio
$685K -$2.71M -54,754 -80%
BS
530
Banco Santander
Spain
$683K
SSWM
531
Sheets Smith Wealth Management
North Carolina
$681K +$199K +4,026 +42%
TLFA
532
True Link Financial Advisors
California
$671K
GWM
533
Grand Wealth Management
Michigan
$670K -$3.43M -69,258 -84%
SW
534
SteelPeak Wealth
California
$669K +$366K +7,394 +123%
FWIA
535
Fort Washington Investment Advisors
Ohio
$668K -$624K -12,597 -48%
T
536
TNF
Montana
$667K +$9.75K +197 +2%
PCWA
537
Pacific Capital Wealth Advisors
California
$667K +$662K +13,380 New
IFG
538
Independent Financial Group
California
$663K +$84.9K +1,715 +15%
AFA
539
American Financial Advisors
Georgia
$658K +$3.37K +68 +0.5%
RIA
540
Regal Investment Advisors
Michigan
$657K +$653K +13,180 New
HWM
541
Howard Wealth Management
Connecticut
$655K -$150K -3,023 -19%
DWT
542
Dorsey & Whitney Trust
South Dakota
$645K +$354K +7,156 +123%
CIP
543
Chartwell Investment Partners
Pennsylvania
$641K +$334K +6,740 +110%
1IA
544
1834 Investment Advisors
Wisconsin
$630K
GFWA
545
Grey Fox Wealth Advisors
Delaware
$624K +$621K +12,535 New
PCMC
546
Paragon Capital Management (Colorado)
Colorado
$621K +$89K +1,798 +17%
GWM
547
Geneos Wealth Management
Colorado
$613K -$282K -5,697 -32%
Prudential Financial
548
Prudential Financial
New Jersey
$608K +$221K +4,454 +57%
MFA
549
Mayflower Financial Advisors
Massachusetts
$608K -$131K -2,636 -18%
National Bank of Canada
550
National Bank of Canada
Quebec, Canada
$602K +$20.5K +415 +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.