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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
DAS
601
Dynamic Advisor Solutions
Arizona
$478K +$216K +4,370 +84%
LEFP
602
Leading Edge Financial Planning
Tennessee
$477K +$474K +9,584 New
AWM
603
AllSquare Wealth Management
New York
$477K
CCA
604
Column Capital Advisors
Indiana
$474K +$471K +9,516 New
MIC
605
Meridian Investment Counsel
California
$467K -$45.4K -918 -9%
PFM
606
Phillips Financial Management
Indiana
$466K +$177K +3,568 +62%
PWS
607
Peloton Wealth Strategists
Indiana
$465K -$33.1K -669 -7%
FPFS
608
First Personal Financial Services
North Carolina
$462K -$27K -545 -6%
GWAM
609
Guardian Wealth Advisors (Minnesota)
Minnesota
$461K -$190K -3,835 -29%
BFO
610
Boston Family Office
Massachusetts
$461K -$128K -2,585 -22%
PWMAG
611
Pinnacle Wealth Management Advisory Group
New Jersey
$460K -$96.7K -1,953 -17%
PL
612
Plancorp LLC
Missouri
$458K
CGA
613
Crescent Grove Advisors
Illinois
$457K -$7.67K -155 -2%
TA
614
TrueWealth Advisors
Alabama
$454K -$103K -2,088 -19%
SFA
615
Sequoia Financial Advisors
Ohio
$450K +$117K +2,362 +35%
MRCM
616
M&R Capital Management
New Jersey
$448K
Kovitz Investment Group Partners
617
Kovitz Investment Group Partners
Illinois
$444K -$111K -2,245 -20%
MFIMFI
618
Mesirow Financial Investment Management - Fixed Income
Illinois
$442K
CBFP
619
Cedar Brook Financial Partners
Ohio
$441K +$59.6K +1,204 +16%
MIH
620
Meitav Investment House
Israel
$439K -$38K -768 -8%
WWP
621
WR Wealth Planners
Missouri
$439K -$3.12K -63 -0.7%
FCB
622
First County Bank
Connecticut
$433K +$430K +8,692 New
SFO
623
Stokes Family Office
Louisiana
$425K +$111K +2,242 +36%
EWM
624
Evercore Wealth Management
New York
$425K -$21.3K -430 -5%
CT
625
Colonial Trust
South Carolina
$424K -$70.1K -1,416 -14%

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.