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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
HGERS
976
Householder Group Estate & Retirement Specialist
Arizona
-$132K -2,692 Closed
ACK
977
Andrew C. Karlinski
-$128K -2,599 Closed
CAAS
978
Capital Asset Advisory Services
Michigan
-$112K -2,280 Closed
SWA
979
SOA Wealth Advisors
New York
-$85K -1,725 Closed
CFB
980
Cullen/Frost Bankers
Texas
-$83K -1,678 Closed
TFA
981
Transamerica Financial Advisors
Florida
-$52K -1,055 Closed
TIM
982
Tevis Investment Management
Texas
-$40K -802 Closed
SC
983
Schubert & Co
Texas
-$37K -752 Closed
FCB
984
First Command Bank
Texas
-$36K -739 Closed
FCFS
985
First Command Financial Services
Texas
-$36K -739 Closed
FCAS
986
First Command Advisory Services
Texas
-$12K -607 Closed
ODG
987
O'Dell Group
Ohio
-$22K -440 Closed
ANBT
988
American National Bank & Trust
Texas
-$18K -370 Closed
SSB
989
Sandy Spring Bank
Maryland
-$15K -300 Closed
DBG
990
De Burlo Group
Massachusetts
-$13K -263 Closed
LDFR
991
Lehman & Derafelo Financial Resources
Pennsylvania
-$9K -188 Closed
AF
992
Affiance Financial
Minnesota
-$8K -159 Closed
EW
993
Element Wealth
Mississippi
-$2K -49 Closed
M1FG
994
Mach-1 Financial Group
Arkansas
-$2K -46 Closed
TAIM
995
TD Ameritrade Investment Management
Nebraska
-$644 -13 -62%

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.