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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
LI
926
LMCG Investments
Massachusetts
-$11M -224,045 Closed
PFM
927
Peak Financial Management
Massachusetts
-$7.96M -161,544 Closed
Susquehanna International Group
928
Susquehanna International Group
Pennsylvania
-$4.7M -94,927 Closed
WCM
929
Wunderlich Capital Managemnt
Tennessee
-$4.6M -93,417 Closed
API
930
Advisor Partners II
California
-$3.54M -71,806 Closed
CCMD
931
Cypress Capital Management (Delaware)
Delaware
-$2.06M -41,814 Closed
TPW
932
Transatlantique Private Wealth
New York
-$1.59M -32,259 Closed
TCWM
933
Total Clarity Wealth Management
Illinois
-$1.57M -31,775 Closed
WHC
934
Wulff, Hansen & Co
California
-$1.44M -29,195 Closed
CI
935
Conning Inc
Connecticut
-$1.23M -25,000 Closed
WANY
936
Wealthspire Advisors (New York)
New York
-$1.04M -21,079 Closed
SFO
937
Standard Family Office
South Dakota
-$986K -20,000 Closed
EA
938
Emerald Advisors
Washington
-$825K -16,739 Closed
SL
939
Summitry LLC
California
-$711K -14,436 Closed
OBWG
940
Onyx Bridge Wealth Group
New York
-$700K -14,269 Closed
HCM
941
Highview Capital Management
Illinois
-$666K -13,520 Closed
PA
942
PFG Advisors
Arizona
-$603K -12,233 Closed
BBL
943
Beck Bode LLC
Massachusetts
-$591K -11,990 Closed
TSA
944
Tri-Star Advisors
Texas
-$497K -10,098 Closed
TCPWM
945
Traverso Chambers Private Wealth Management
California
-$490K -9,934 Closed
SRC
946
Sage Rhino Capital
California
-$480K -9,750 Closed
PPW
947
Parcion Private Wealth
Washington
-$426K -8,649 Closed
WC
948
Whitney & Co
New York
-$398K -8,071 Closed
ST
949
Spinnaker Trust
Maine
-$388K -7,868 Closed
MA
950
MUFG Americas
New York
-$368K -7,470 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.