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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

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: 870 → 922 (+52)

3.03% more ownership

Funds ownership: 74.02% → 77.05% (+3%)

4% less funds holding in top 10

Funds holding in top 10: 118 → 113 (-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

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$208M
2
NI
NYL Investors
New York
+$197M
3
Morgan Stanley
Morgan Stanley
New York
+$153M
4
SGDR
SPX Gestao de Recursos
Brazil
+$153M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$150M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$305M
2
Bank of America
Bank of America
North Carolina
-$60.1M
3
PFO
Pathstone Family Office
New Jersey
-$58.8M
4
Northern Trust
Northern Trust
Illinois
-$44.9M
5
BSG
Black Swift Group
Colorado
-$44.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
776
OneAscent Financial Services
Alabama
$203K +$202K +4,073 New
DP
777
Dearborn Partners
Illinois
$203K – – –
SCA
778
Stokes Capital Advisors
South Carolina
$202K +$201K +4,064 New
CAM
779
Concorde Asset Management
Michigan
$202K +$201K +4,063 New
TC
780
TownSquare Capital
Utah
$202K +$201K +4,051 New
RIG
781
RiverFront Investment Group
Virginia
$200K +$198K +4,005 New
PB
782
Pinnacle Bancorp
Nebraska
$187K -$129K -2,612 -41%
APCM
783
Alaska Permanent Capital Management
Alaska
$187K – – –
FRA
784
Front Row Advisors
California
$184K +$50 +1 +0%
S
785
SignatureFD
Georgia
$179K -$59.4K -1,200 -25%
IGWM
786
ICA Group Wealth Management
Colorado
$176K +$175K +3,534 New
WWM
787
Wolff Wiese Magana
California
$173K +$297 +6 +0.2%
EK
788
Evensky & Katz
Florida
$169K -$30.9M -623,742 -99%
PTC
789
Private Trust Company
Ohio
$168K +$57.9K +1,169 +53%
AIC
790
Archer Investment Corporation
Indiana
$167K – – –
HS
791
Horan Securities
United States
$163K +$71.9K +1,453 +80%
CBC
792
Coombe, Bender & Co
New York
$142K +$141K +2,855 New
AA
793
Ancora Advisors
Ohio
$136K -$161K -3,257 -54%
GFL
794
Granite FO LLC
New Hampshire
$135K +$134K +2,701 New
CA
795
CoreCap Advisors
Michigan
$133K +$132K +2,660 New
JFGIW
796
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$131K -$46.6K -941 -26%
CPG
797
Cornerstone Planning Group
New Jersey
$131K +$128K +2,585 New
SC
798
Sierra Capital
Florida
$121K – – –
SIM
799
Studio Investment Management
Illinois
$117K – – –
FM
800
Family Management
New York
$115K -$56.2K -1,136 -33%
30 31
32
33 34

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.