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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
OPA
951
Old Port Advisors
Maine
-$358K -7,240 Closed
EWM
952
Empirical Wealth Management
Washington
-$356K -7,230 Closed
WFC
953
Western Financial Corp
California
-$347K -7,050 Closed
PIA
954
Pinion Investment Advisors
Kansas
-$346K -7,020 Closed
CFG
955
Citizens Financial Group
Rhode Island
-$329K -6,669 Closed
NEAM
956
New England Asset Management
Connecticut
-$304K -6,164 Closed
WA
957
WealthTrust Axiom
Pennsylvania
-$271K -5,508 Closed
TTWM
958
TCV Trust & Wealth Management
Virginia
-$265K -5,390 Closed
WF
959
Wayfinding Financial
Washington
-$259K -5,274 Closed
SWM
960
Seaside Wealth Management
California
-$242K -4,930 Closed
CTFG
961
Capstone Triton Financial Group
Oklahoma
-$241K -4,897 Closed
CF
962
Cantor Fitzgerald
New York
-$233K -4,719 Closed
WI
963
Wintrust Investments
Illinois
-$226K -4,582 Closed
AWM
964
Axxcess Wealth Management
California
-$226K -4,580 Closed
WMA
965
West Michigan Advisors
Michigan
-$224K -4,537 Closed
CIM
966
CIM Investment Management
Pennsylvania
-$222K -4,505 Closed
BST
967
Bath Savings Trust
Maine
-$219K -4,454 Closed
FPAS
968
Focus Partners Advisor Solutions
Missouri
-$219K -4,454 Closed
RMAM
969
Raab & Moskowitz Asset Management
New Jersey
-$216K -4,396 Closed
Verition Fund Management
970
Verition Fund Management
Connecticut
-$212K -4,293 Closed
WWM
971
Western Wealth Management
Colorado
-$207K -4,198 Closed
BCP
972
Blue Chip Partners
Michigan
-$206K -4,189 Closed
DE
973
Day & Ennis
Georgia
-$201K -4,079 Closed
AIP
974
Almanack Investment Partners
Pennsylvania
-$174K -3,516 Closed
EWM
975
Evermay Wealth Management
Virginia
-$165K -3,342 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.