We are live on ! Find out more
IGSB icon

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
HCA
626
Horan Capital Advisors
Ohio
$419K +$3.37K +68 +0.8%
DFC
627
DBK Financial Counsel
Ohio
$417K
IAA
628
Ironsides Asset Advisors
North Carolina
$416K -$40.1K -809 -9%
BAM
629
Baldrige Asset Management
Pennsylvania
$415K -$93.2K -1,883 -18%
CIBC World Market
630
CIBC World Market
Ontario, Canada
$411K +$408K +8,250 New
MCM
631
Mattern Capital Management
Colorado
$410K -$20.7K -418 -5%
JLBC
632
J.L. Bainbridge & Co
Florida
$409K
NLG
633
New Legacy Group
New York
$409K
CWP
634
Corepath Wealth Partners
Arizona
$407K -$2.72K -55 -0.7%
LWA
635
Lineweaver Wealth Advisors
Ohio
$406K -$2.18K -44 -0.5%
SWM
636
Selective Wealth Management
Virginia
$404K -$148K -2,989 -27%
FDCDDQ
637
Federation des caisses Desjardins du Quebec
Quebec, Canada
$404K -$290K -5,852 -42%
AR
638
Advisory Research
Illinois
$402K
FFP
639
FourThought Financial Partners
Florida
$401K +$398K +8,044 New
CHAM
640
Clear Harbor Asset Management
Connecticut
$400K -$42.1K -850 -10%
CCG
641
Ceeto Capital Group
Florida
$399K
IIM
642
Ipswich Investment Management
Massachusetts
$399K -$238K -4,800 -38%
OPWM
643
Oxinas Partners Wealth Management
Indiana
$398K -$8.17K -165 -2%
SL
644
SWMG LLC
Texas
$397K +$11.4K +230 +3%
IWA
645
Icon Wealth Advisors
Texas
$392K -$430K -8,678 -52%
EH
646
Equitable Holdings
New York
$390K -$27.8K -562 -7%
CAM
647
Covenant Asset Management
New Jersey
$386K -$373K -7,534 -49%
FS
648
Ferguson Shapiro
Georgia
$384K -$427K -8,619 -53%
ONB
649
Old National Bancorp
Indiana
$373K -$333K -6,719 -47%
AWM
650
Alterna Wealth Management
Texas
$371K +$96.1K +1,942 +35%

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.