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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
CH
551
Canton Hathaway
Rhode Island
$598K
PP
552
Prudential plc
United Kingdom
$598K +$594K +12,000 New
PIA
553
Panoramic Investment Advisors
Colorado
$591K +$587K +11,861 New
BAM
554
Belpointe Asset Management
Nevada
$587K -$536K -10,832 -48%
SCA
555
SMH Capital Advisors
Texas
$587K +$1.14K +23 +0.2%
CIBC Private Wealth Group
556
CIBC Private Wealth Group
Georgia
$581K +$29.7K +600 +4%
SB
557
Sunflower Bank
Texas
$580K -$476K -9,621 -45%
RW
558
Rede Wealth
Virginia
$577K -$74.4K -1,502 -11%
VIA
559
Vickerman Investment Advisors
Washington
$574K -$2.51M -50,708 -81%
IA
560
IFG Advisory
Georgia
$571K +$229K +4,619 +67%
GCA
561
Greenwood Capital Associates
South Carolina
$569K +$79.2K +1,600 +16%
CM
562
Columbus Macro
Pennsylvania
$566K -$22.5K -454 -4%
SIA
563
Strategic Investment Advisors
Michigan
$563K +$11.3K +229 +2%
BSG
564
Black Swift Group
Colorado
$563K -$44.2M -893,247 -99%
MCC
565
Money Concepts Capital
Florida
$558K +$129K +2,608 +30%
ISWM
566
Independent Solutions Wealth Management
New York
$555K
CC
567
Copperleaf Capital
North Carolina
$553K +$308K +6,221 +127%
FHB
568
First Hawaiian Bank
Hawaii
$552K +$297 +6 +0.1%
HCP
569
Hexagon Capital Partners
Arkansas
$550K -$9.46K -191 -2%
PWLP
570
Prio Wealth Limited Partnership
Massachusetts
$550K +$81.7K +1,650 +18%
HFA
571
High Falls Advisors
New York
$549K -$575K -11,605 -51%
CCWA
572
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$547K -$380K -7,666 -41%
BFW
573
Brady Family Wealth
Missouri
$540K +$536K +10,832 New
CTC
574
Central Trust Company
Missouri
$540K -$259K -5,240 -33%
GRP
575
Global Retirement Partners
California
$535K -$8.37K -169 -2%

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.