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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
SI
51
Stephens Inc
Arkansas
$54M -$12M -242,828 -18%
SGAM
52
Stephens Group Asset Management
Arkansas
$53.7M -$1.46M -29,396 -3%
DWM
53
Destination Wealth Management
California
$53.1M -$9.49M -191,784 -15%
SFM
54
Soros Fund Management
New York
$49.8M -$5.59M -113,000 -10%
RH
55
RenaissanceRe Holdings
Bermuda
$49.8M
Mariner
56
Mariner
Kansas
$49.5M +$5.09M +102,821 +12%
SMFG
57
Sumitomo Mitsui Financial Group
Japan
$47.8M -$7.77M -156,949 -14%
MCWS
58
McKinley Carter Wealth Services
West Virginia
$47M -$1.82M -36,781 -4%
OSAM
59
O'Shaughnessy Asset Management
Connecticut
$46.9M -$2.92M -59,000 -6%
BFM
60
Boston Financial Management
Massachusetts
$46.6M +$45.8M +926,065 +9,671%
AFG
61
Arkansas Financial Group
Arkansas
$44.9M -$5.36M -108,236 -11%
RWM
62
Ritholtz Wealth Management
New York
$42.4M -$4.73M -95,475 -10%
UCFA
63
United Capital Financial Advisors
Texas
$42.1M -$1.31M -26,539 -3%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$41.1M +$5.45M +110,064 +15%
MG
65
Mather Group
Illinois
$40.3M +$817K +16,502 +2%
Lazard Asset Management
66
Lazard Asset Management
New York
$40.1M
1832 Asset Management
67
1832 Asset Management
Ontario, Canada
$38M +$15.2M +306,656 +67%
HNB
68
Huntington National Bank
Ohio
$36.1M
KFAA
69
Klaas Financial Asset Advisors
Illinois
$35.9M +$35.7M +720,434 New
GC
70
Grimes & Company
Massachusetts
$35.8M +$35.6M +719,257 New
CW
71
Connectus Wealth
Ohio
$34.1M +$14.6M +295,572 +76%
ZIG
72
Zurich Insurance Group
Switzerland
$33.9M
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$33.5M -$15.2M -306,370 -31%
AFIMH
74
American Family Insurance Mutual Holding
Wisconsin
$33.4M
PI
75
PFS Investments
Georgia
$33.2M +$8.58M +173,325 +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.