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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
KSWA
801
Kathleen S. Wright Associates
Pennsylvania
$101K +$24.8K +500 +33%
RIA
802
Realta Investment Advisors
Delaware
$98.4K -$16.8K -339 -15%
CLOS
803
Compagnie Lombard Odier SCmA
Switzerland
$97K
CB
804
Community Bank
New York
$94.6K
NFSG
805
Newbridge Financial Services Group
Florida
$94.5K +$50 +1 +0.1%
CB
806
CNB Bank
Pennsylvania
$93.4K -$139K -2,800 -60%
MCA
807
Maryland Capital Advisors
Maryland
$93.1K +$50.4K +1,019 +120%
FSWA
808
Financial Synergies Wealth Advisors
Texas
$89.9K -$198 -4 -0.2%
PWMG
809
Prestige Wealth Management Group
New Jersey
$86.7K
Toronto Dominion Bank
810
Toronto Dominion Bank
Ontario, Canada
$86K +$85.6K +1,729 New
CSWM
811
Cassady Schiller Wealth Management
Ohio
$84.7K +$84.2K +1,700 New
LWANC
812
Laurel Wealth Advisors (North Carolina)
North Carolina
$83.6K +$743 +15 +0.9%
RA
813
Rise Advisors
New York
$81.6K +$693 +14 +0.9%
TAM
814
Tucker Asset Management
Colorado
$79.4K
WFA
815
WestHill Financial Advisors
California
$75.5K
TFGT
816
TS Financial Group (TSFG)
Illinois
$74K
FGAM
817
Financial Gravity Asset Management
Texas
$73.7K -$50.9K -1,028 -95%
BTI
818
Blue Trust Inc
Georgia
$73K -$29.3K -592 -28%
CFO
819
CVA Family Office
Colorado
$72.6K +$50 +1 +0.1%
LFA
820
LGT Financial Advisors
Texas
$71.2K +$70.8K +1,430 New
RLIM
821
Red Lighthouse Investment Management
New York
$70.9K +$70.5K +1,423 New
CHC
822
City Holding Co
West Virginia
$70.7K +$19.8K +400 +39%
TCOV
823
Trust Company of Vermont
Vermont
$69.2K +$48.6K +981 +240%
KOMWMG
824
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$69K +$68.1K +1,375 New
LS
825
Leelyn Smith
Illinois
$68.6K -$81.9K -1,654 -55%

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.