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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
GJIA
726
Glass Jacobson Investment Advisors
Maryland
$259K +$258K +5,207 New
MGIA
727
Matthew Goff Investment Advisor
Texas
$259K -$247K -4,981 -49%
ACP
728
Aviance Capital Partners
Florida
$259K +$257K +5,190 New
GWCM
729
Godshalk Welsh Capital Management
Pennsylvania
$258K -$21.4K -433 -8%
TPWA
730
TRUE Private Wealth Advisors
Oregon
$257K +$24.5K +494 +11%
FWP
731
FAS Wealth Partners
Kansas
$257K -$660K -13,340 -72%
RG
732
Retirement Group
California
$256K +$69.8K +1,409 +38%
MM
733
Meridian Management
Arkansas
$256K +$7.77K +157 +3%
WAP
734
Wealthcare Advisory Partners
Pennsylvania
$255K +$254K +5,126 New
NA
735
Nottingham Advisors
New York
$255K +$253K +5,120 New
CSIC
736
Clifford Swan Investment Counsel
California
$255K
RCG
737
Regatta Capital Group
California
$254K +$252K +5,100 New
WB
738
Webster Bank
Connecticut
$252K +$247K +4,999 +9,802%
AT
739
Arden Trust
Delaware
$252K
PPG
740
Peak Planning Group
Colorado
$252K -$111K -2,249 -31%
ClearBridge Investments
741
ClearBridge Investments
New York
$252K -$19.3K -389 -7%
GITFIT
742
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$249K
BMCM
743
Black Maple Capital Management
Wisconsin
$249K +$248K +5,000 New
DWP
744
Destiny Wealth Partners
Florida
$248K -$2.92K -59 -1%
GG
745
Gofen & Glossberg
Illinois
$246K +$244K +4,930 New
APA
746
Astoria Portfolio Advisors
New York
$246K +$241K +4,860 New
PWW
747
Pettyjohn Wood & White
Virginia
$245K
SCM
748
Seascape Capital Management
New Hampshire
$244K +$243K +4,900 New
AT
749
American Trust
Kentucky
$243K +$307K +6,203 New
EIA
750
Edgemoor Investment Advisors
Maryland
$242K

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.