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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
CWP
876
Concord Wealth Partners
Virginia
$17.3K +$17.2K +348 New
JAM
877
JCIC Asset Management
Ontario, Canada
$16K
FCT
878
Family Capital Trust
Massachusetts
$15.8K
RFA
879
Register Financial Advisors
Georgia
$15.5K +$15.4K +311 New
SIC
880
Salem Investment Counselors
North Carolina
$15.4K
SA
881
SRH Advisors
Kansas
$15K
PFBT
882
Parkside Financial Bank & Trust
Missouri
$14.9K +$8.47K +171 +133%
WOSD
883
WFA of San Diego
California
$14.9K +$14.9K +300 New
CIAS
884
Capital Investment Advisory Services
North Carolina
$14.4K -$62.6K -1,264 -81%
LWP
885
Lumature Wealth Partners
Georgia
$13.9K -$58.6K -1,184 -81%
GFPC
886
Global Financial Private Client
Florida
$13.7K +$11.2K +226 +471%
HI
887
Hoey Investments
Pennsylvania
$13.5K
TC
888
Truvestments Capital
Florida
$12.6K +$12.5K +253 New
FIM
889
FWL Investment Management
Texas
$12.5K +$12.4K +250 New
FMII
890
Farmers & Merchants Investments Inc
Nebraska
$12.3K +$12.2K +247 New
BHWM
891
Bay Harbor Wealth Management
Maryland
$12K +$11.8K +238 New
KIA
892
Kraematon Investment Advisors
Massachusetts
$11.6K +$11.5K +232 New
BWL
893
Bogart Wealth LLC
Virginia
$10.6K
FCA
894
Fortis Capital Advisors
Kansas
$10.3K +$10.2K +207 New
MFA
895
McClarren Financial Advisors
Pennsylvania
$10K +$10.6K +215 New
BBHC
896
Brown Brothers Harriman & Co
New York
$9.77K
MAWCM
897
Mine & Arao Wealth Creation & Management
California
$9.39K +$50 +1 +0.5%
RFS
898
Retirement Financial Solutions
Tennessee
$7.92K +$7.87K +159 New
CFD
899
Creative Financial Designs
Indiana
$7.62K
CWA
900
Clearview Wealth Advisors
Oregon
$7.58K -$66.1K -1,336 -90%

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.