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
SSG
701
Summit Securities Group
New York
$299K +$248K +5,000 +500%
AWG
702
Altus Wealth Group
Colorado
$292K +$290K +5,865 New
AF
703
Advisornet Financial
Minnesota
$289K +$112K +2,269 +64%
FAFN
704
First Affirmative Financial Network
Colorado
$287K -$57.1K -1,153 -17%
CA
705
Crewe Advisors
Utah
$287K +$1.73K +35 +0.6%
CWM
706
Congress Wealth Management
Massachusetts
$286K -$28.7K -580 -9%
WPC
707
Waters Parkerson & Co
Louisiana
$286K -$23.5K -475 -8%
AAM
708
Advisors Asset Management
Colorado
$285K -$87.7K -1,771 -24%
Lido Advisors
709
Lido Advisors
California
$284K +$46.7K +943 +20%
SGK
710
Steigerwald Gordon & Koch
Virginia
$282K +$281K +5,669 New
BBA
711
BLB&B Advisors
Pennsylvania
$281K
FMWA
712
Forvis Mazars Wealth Advisors
Missouri
$277K -$1.63K -33 -0.6%
W
713
WealthOne
New York
$277K +$33.5K +677 +14%
PCM
714
Parsons Capital Management
Rhode Island
$276K +$55.9K +1,130 +26%
WEG
715
World Equity Group
Illinois
$273K +$271K +5,477 New
BLC
716
Brown, Lisle/Cummings
Rhode Island
$273K -$34.7K -700 -11%
WP
717
WealthShield Partners
North Carolina
$271K +$50.2K +1,014 +23%
IP
718
Ignite Planners
California
$269K -$203K -4,101 -43%
SW
719
SlateStone Wealth
Florida
$268K -$139K -2,813 -34%
VWA
720
Visionary Wealth Advisors
Illinois
$267K +$265K +5,362 New
FPCP
721
Fort Point Capital Partners
California
$264K +$262K +5,290 New
CWM
722
Centurion Wealth Management
Virginia
$263K +$262K +5,282 New
MC
723
Montag & Caldwell
Georgia
$262K
AAS
724
Ameritas Advisory Services
Nebraska
$261K -$463K -9,349 -64%
CAM
725
Cresset Asset Management
Illinois
$260K

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.