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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
KFS
851
Kelly Financial Services
Massachusetts
$30.1K +$16.9K +342 +131%
TRCT
852
Tower Research Capital (TRC)
New York
$30K -$15.6K -315 -35%
ACA
853
Atlas Capital Advisors
Wyoming
$29.9K -$21.6K -436 -42%
ACM
854
Antonetti Capital Management
Florida
$29.9K
FA
855
Faithward Advisors
Pennsylvania
$29.1K -$25.8K -522 -47%
HWA
856
HHM Wealth Advisors
Tennessee
$29K -$10.5K -212 -27%
MA
857
Montag & Associates
Georgia
$28.4K
VCM
858
Vigilant Capital Management
Maine
$28K
RBC
859
Romano Brothers & Co
Illinois
$27.4K +$27.2K +550 New
ZIG
860
Zullo Investment Group
Pennsylvania
$27.2K
NRC
861
New Republic Capital
North Carolina
$26K +$25.8K +521 New
LF
862
Lee Financial
Texas
$25K +$24.9K +502 New
FWM
863
Focused Wealth Management
New York
$24.3K
ME
864
McIlrath & Eck
Washington
$24.2K
SMA
865
Sage Mountain Advisors
Georgia
$24.1K +$23.9K +483 New
AWM
866
Aspire Wealth Management
Massachusetts
$24K -$1.63K -33 -6%
MBFW
867
Morton Brown Family Wealth
Pennsylvania
$21.4K +$21.2K +429 New
BWM
868
BerganKDV Wealth Management
Minnesota
$20.8K +$4.95K +100 +31%
ATC
869
Adirondack Trust Company
New York
$20.4K
ICM
870
Islay Capital Management
Texas
$19.9K
WT
871
Washington Trust
Rhode Island
$19.9K
HR
872
Howe & Rusling
New York
$19.9K +$19.8K +400 New
FAM
873
Family Asset Management
South Carolina
$18.2K +$18.1K +365 New
HDIM
874
Hanson & Doremus Investment Management
Vermont
$18K
HIA
875
Harbor Investment Advisory
Maryland
$17.4K

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.