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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
GW
576
GW & Wade
Massachusetts
$532K -$293K -5,909 -36%
KF
577
Krilogy Financial
Missouri
$532K -$35.6K -719 -6%
JCM
578
Janney Capital Management
Pennsylvania
$529K -$29K -586 -5%
AIP
579
Ameritas Investment Partners
Nebraska
$529K +$526K +10,615 New
Koshinski Asset Management
580
Koshinski Asset Management
Illinois
$528K +$244K +4,927 +87%
FCH
581
Freestone Capital Holdings
Washington
$526K +$523K +10,563 New
SB
582
Simmons Bank
Arkansas
$525K -$126K -2,546 -19%
FMN
583
Financial Management Network
California
$521K -$342K -6,901 -40%
WWM
584
WT Wealth Management
Arizona
$520K +$517K +10,447 New
AWM
585
Apollon Wealth Management
South Carolina
$520K +$36.5K +738 +8%
MBT
586
Montecito Bank & Trust
California
$519K -$202K -4,079 -28%
WS
587
Wedbush Securities
California
$519K +$94.1K +1,901 +22%
BCM
588
Brookstone Capital Management
Illinois
$515K +$122K +2,472 +32%
BHWM
589
Beaird Harris Wealth Management
Texas
$515K +$248 +5 +0%
MWP
590
Meridian Wealth Partners
Pennsylvania
$515K -$115K -2,331 -18%
BFA
591
BMS Financial Advisors
South Dakota
$504K +$463K +9,346 New
T
592
TrueFG
Texas
$503K +$10.1K +205 +2%
SWA
593
Sutton Wealth Advisors
Florida
$502K -$33.6K -678 -6%
Point72 Asset Management
594
Point72 Asset Management
Connecticut
$498K -$495K -10,000 -50%
ATC
595
Argent Trust Co
Tennessee
$495K -$33.2K -670 -6%
USCWA
596
U.S. Capital Wealth Advisors
Texas
$494K
GPA
597
Guidance Point Advisors
Massachusetts
$489K -$1.07M -21,656 -69%
CGFA
598
Colton Groome Financial Advisors
North Carolina
$486K -$1.13M -22,880 -70%
TC
599
TAP Consulting
Missouri
$483K +$4.11K +83 +0.9%
CPA
600
Cardiff Park Advisors
California
$481K +$266K +5,374 +126%

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.