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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
SG
676
StoneX Group
New York
$327K +$22.7K +459 +8%
TNB
677
Thomasville National Bank
Georgia
$325K +$18.7K +378 +6%
SAM
678
Seelaus Asset Management
New Jersey
$324K +$53.7K +1,085 +20%
CWS
679
Cypress Wealth Services
California
$322K -$56.5K -1,142 -15%
LNC
680
Lincoln National Corp
Pennsylvania
$321K +$319K +6,444 New
MOS
681
MGO One Seven
Ohio
$320K -$38.8K -783 -11%
MHR
682
Matthew Hamilton Rosenberg
$320K +$289K +5,844 +1,015%
GA
683
Greytown Advisors
Florida
$319K
CF
684
Centaurus Financial
California
$317K -$11.1K -225 -3%
LIG
685
Lokken Investment Group
Delaware
$315K -$5.35K -108 -2%
MC
686
Middleton & Co
Massachusetts
$314K
CL
687
CIM LLC
New York
$314K +$75.4K +1,522 +32%
SSWM
688
Smith Salley Wealth Management
North Carolina
$313K -$5M -101,044 -94%
VCAM
689
Van Cleef Asset Management
Ohio
$311K
SHJ
690
Sharkey, Howes & Javer
Colorado
$311K +$43.1K +871 +16%
CAM
691
Caprin Asset Management
Virginia
$309K -$185K -3,731 -38%
MWM
692
Meridian Wealth Management
Kentucky
$307K +$84.9K +1,714 +38%
HIS
693
Horizon Investment Services
Indiana
$306K -$232K -4,678 -43%
Fiera Capital (Canada)
694
Fiera Capital (Canada)
Quebec, Canada
$304K +$65.1K +1,314 +27%
HPM
695
Hoxton Planning & Management
West Virginia
$304K +$302K +6,096 New
GBT
696
Grove Bank & Trust
Florida
$302K
IIC
697
Integrated Investment Consultants
Michigan
$302K -$1.18M -23,793 -80%
PWG
698
Private Wealth Group
Florida
$302K +$56.8K +1,147 +23%
SFP
699
Shepherd Financial Partners
Massachusetts
$301K -$20.3K -410 -6%
TFA
700
Triad Financial Advisors
North Carolina
$299K

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.