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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
BI
651
Bramshill Investments
Florida
$371K -$216K -4,365 -37%
BTWM
652
Baker Tilly Wealth Management
Wisconsin
$371K -$105K -2,115 -22%
SWM
653
SeaCrest Wealth Management
New York
$367K -$88.8K -1,793 -20%
VCM
654
Vivaldi Capital Management
Illinois
$367K
WHG
655
Westwood Holdings Group
Texas
$365K -$32.4K -654 -8%
AUB
656
Atlantic Union Bankshares
Virginia
$364K -$154K -3,108 -30%
AWM
657
Avaii Wealth Management
Wisconsin
$363K +$361K +7,284 New
AC
658
AlphaCore Capital
California
$360K +$358K +7,235 New
HIM
659
Hanlon Investment Management
New Jersey
$359K +$357K +7,211 New
CCM
660
Crew Capital Management
Ohio
$359K -$71.8K -1,450 -17%
PT
661
Plimoth Trust
Massachusetts
$358K -$113K -2,275 -24%
OWM
662
OneAscent Wealth Management
Alabama
$356K +$66.7K +1,348 +23%
SAG
663
SageView Advisory Group
California
$356K +$353K +7,140 New
LCM
664
Logan Capital Management
Pennsylvania
$354K +$352K +7,109 New
OMC
665
Overbrook Management Corp
New York
$349K
CB
666
Commerce Bank
Missouri
$345K
AWM
667
Accurate Wealth Management
Florida
$344K +$191K +3,855 +128%
OPOWM
668
One Plus One Wealth Management
Florida
$342K +$340K +6,859 New
SVWAG
669
Sound View Wealth Advisors Group
Georgia
$340K +$7.77K +157 +2%
GPA
670
Garrison Point Advisors
California
$338K
NB
671
NBT Bank
New York
$337K -$48.3K -976 -13%
AFO
672
Allie Family Office
Florida
$333K -$61.9K -1,250 -16%
LWAC
673
Laurel Wealth Advisors (California)
California
$333K +$35.1K +708 +12%
SEI Investments
674
SEI Investments
Pennsylvania
$333K +$10.2K +206 +3%
HWM
675
HB Wealth Management
Georgia
$329K +$327K +6,602 New

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.