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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
FA
901
Fiduciary Alliance
South Carolina
$7.57K +$7.53K +152 New
FMP
902
Financial Management Professionals
Texas
$7K
PP
903
PrairieView Partners
Minnesota
$5K -$5.35K -108 -50%
PP
904
Pacifica Partners
Canada
$4.99K -$24.8K -500 -83%
MA
905
MCF Advisors
Kentucky
$4.98K +$4.95K +100 New
APC
906
Aspire Private Capital
North Carolina
$3.87K -$49.1K -992 -93%
YC
907
Yarbrough Capital
Tennessee
$3.75K +$3.71K +75 New
RVM
908
Robinson Value Management
Texas
$3.74K
NHT
909
New Hampshire Trust
New Hampshire
$3.39K +$3.37K +68 New
CA
910
Clearstead Advisors
Ohio
$2.89K -$48.4K -977 -94%
RCM
911
Raleigh Capital Management
North Carolina
$2.66K -$57.9K -1,169 -96%
IF
912
Integrity Financial
Wyoming
$2.49K
VCM
913
Viewpoint Capital Management
Washington
$2.39K +$2.38K +48 New
PMFA
914
Plante Moran Financial Advisors
Michigan
$2.24K -$10.4K -211 -82%
MPCL
915
My Personal CFO LLC
Washington
$2.19K +$2.18K +44 New
BCMLT
916
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.79K -$792 -16 -31%
KFI
917
Key Financial Inc
Pennsylvania
$1.58K
BAM
918
Byrne Asset Management
New Jersey
$1.5K -$49.5K -1,000 -97%
EWA
919
EverSource Wealth Advisors
Alabama
$1.34K +$1.34K +27 New
VF
920
VitalStone Financial
Texas
$1K +$644 +13 New
TA
921
Tectonic Advisors
Texas
$847 +$842 +17 New
SL
922
Savior LLC
Massachusetts
$399
SSC
923
Syverson Strege & Co
Iowa
$113 -$99 -2 -50%
WIM
924
Westside Investment Management
California
$19
NFA
925
Nationwide Fund Advisors
Ohio
-$19.7M -400,000 Closed

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.