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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
GWANC
826
Guardian Wealth Advisors (North Carolina)
North Carolina
$65.6K +$65.2K +1,316 New
BAAM
827
Baker Avenue Asset Management
California
$61.7K -$433K -8,743 -88%
BWP
828
Baldwin Wealth Partners
Massachusetts
$59.8K +$59.4K +1,200 New
CTB
829
Country Trust Bank
Illinois
$56K -$37.1K -750 -40%
TWM
830
Tradition Wealth Management
Minnesota
$56K +$149 +3 +0.3%
SBL
831
Sargent Bickham Lagudis
Colorado
$50.2K
BA
832
Bellwether Advisors
Nebraska
$50.1K -$39.7K -801 -44%
CP
833
Castleview Partners
Texas
$49.4K -$2.97K -60 -6%
CAS
834
Coppell Advisory Solutions
Texas
$48.3K +$48K +970 New
CASC
835
Coppell Advisory Solutions Corp
Texas
$48.3K +$48K +970 New
OC
836
Oakworth Capital
Alabama
$47.8K -$45.5K -920 -49%
IFA
837
Interactive Financial Advisors
Illinois
$45K +$2.18K +44 +5%
YDMI
838
Y.D. More Investments
Israel
$45K +$44.8K +905 New
CAL
839
Capital Advisors Ltd
Ohio
$45K
FFA
840
Farther Finance Advisors
California
$43.7K +$43.4K +877 New
FFA
841
Founders Financial Alliance
North Carolina
$43.6K +$99 +2 +0.2%
IBOK
842
Independence Bank of Kentucky
Kentucky
$43K
EWM
843
EPG Wealth Management
Georgia
$42.4K
ASBI
844
American State Bank (Iowa)
Iowa
$39.9K
SIS
845
Sound Income Strategies
Florida
$37.6K
HWM
846
HighMark Wealth Management
Minnesota
$35.7K +$5.5K +111 +18%
MIFH
847
Migdal Insurance & Financial Holdings
Israel
$35K -$43K -869 -55%
IFAM
848
Institutional & Family Asset Management
Colorado
$34.2K +$297 +6 +0.9%
AWM
849
Accel Wealth Management
Iowa
$32.9K +$99 +2 +0.3%
GI
850
Gradient Investments
Minnesota
$31.5K -$10.1K -205 -24%

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.