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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
CIC
76
Cutler Investment Counsel
Oregon
$32.5M -$168K -3,387 -0.5%
OWP
77
Obermeyer Wealth Partners
Colorado
$32.2M -$1.21M -24,429 -4%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$32.1M -$6.41M -129,448 -17%
BFEC
79
Benjamin F. Edwards & Company
Missouri
$32.1M +$29.4M +593,825 +1,177%
NC
80
NewSquare Capital
Pennsylvania
$32.1M -$2.3M -46,358 -7%
TFS
81
TrustCore Financial Services
Tennessee
$31.9M -$854K -17,242 -3%
AAP
82
Arax Advisory Partners
Colorado
$31.3M +$499K +10,072 +2%
FEG
83
Fund Evaluation Group
Ohio
$29.7M +$273K +5,517 +0.9%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$28.5M +$920K +18,586 +3%
TD Asset Management
85
TD Asset Management
Ontario, Canada
$27.4M -$4.56M -92,150 -14%
BHWM
86
Bar Harbor Wealth Management
New Hampshire
$26M -$713K -14,402 -3%
HighTower Advisors
87
HighTower Advisors
Illinois
$25.9M +$348K +7,022 +1%
FG
88
Fiduciary Group
Georgia
$25.6M -$1.11M -22,387 -4%
RMDI
89
R.M. Davis Inc
Maine
$25.5M -$11.9M -241,221 -32%
LFS
90
Lutz Financial Services
Nebraska
$25.3M -$298K -6,022 -1%
GG
91
Greenwood Gearhart
Arkansas
$24.8M +$882K +17,809 +4%
VRM
92
Vectors Research Management
New York
$24.7M -$1.81M -36,478 -7%
ST
93
Sabal Trust
Florida
$24.2M -$992K -20,047 -4%
CCA
94
Clearwater Capital Advisors
Illinois
$23.7M -$1.3M -26,271 -5%
Deutsche Bank
95
Deutsche Bank
Germany
$23.7M +$17.1M +344,560 +264%
AIM
96
Acropolis Investment Management
Missouri
$23.7M +$4.09M +82,633 +21%
HC
97
HNP Capital
New York
$23.4M -$2.52M -50,916 -10%
BMM
98
Buffington Mohr McNeal
Idaho
$22.7M -$12.4M -249,525 -35%
RVPG
99
Relative Value Partners Group
$22.6M -$1.09M -22,031 -5%
AWM
100
Avior Wealth Management
Nebraska
$22.5M -$5.07M -102,449 -18%

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.