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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
CG
101
Colony Group
Massachusetts
$22.5M +$22.4M +451,705 New
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$22.4M +$9.23M +186,335 +71%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$21.8M -$1.59M -32,043 -7%
ST
104
Smithfield Trust
Pennsylvania
$21.2M -$35.3M -712,209 -63%
PPW
105
Presilium Private Wealth
Pennsylvania
$20.6M +$20.5M +414,119 New
PJSIMP
106
P.J. Schmidt Investment Management (PJS)
Wisconsin
$20.4M +$8.36M +168,914 +70%
BCA
107
Bray Capital Advisors
Florida
$20.3M +$5.74M +116,035 +40%
HVIA
108
Hudson Valley Investment Advisors
New York
$20.1M -$879K -17,760 -4%
SAS
109
Sage Advisory Services
Texas
$19.8M +$898K +18,129 +5%
BC
110
Bartlett & Co
Ohio
$19.4M +$2.6M +52,554 +16%
BCWM
111
Bartlett & Co Wealth Management
Ohio
$19.4M +$2.6M +52,554 +16%
NAG
112
Northstar Advisory Group
New Jersey
$19.1M +$18.7M +377,444 +5,531%
PI
113
Parkside Investments
Illinois
$19.1M -$3.95M -79,710 -17%
SPIA
114
Steward Partners Investment Advisory
New York
$19M +$16.4M +331,867 +678%
TH
115
TCTC Holdings
Texas
$19M -$4.15M -83,861 -18%
PP
116
PDS Planning
Ohio
$18.9M +$480K +9,695 +3%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$18.5M -$1.34M -27,082 -7%
SW
118
SVB Wealth
Massachusetts
$18.4M +$3.51M +70,916 +24%
PFPT
119
Pinnacle Financial Partners (Tennessee)
Tennessee
$18.4M +$6.66M +134,534 +57%
AFS
120
Amtrust Financial Services
New York
$18.3M
F
121
F3Logic
Minnesota
$18.1M -$269K -5,436 -1%
GBS
122
Gallagher Benefit Services
Illinois
$18.1M +$18M +364,162 New
DCM
123
Dimension Capital Management
Florida
$17.9M +$1.36M +27,491 +8%
COCM
124
Charter Oak Capital Management
New Hampshire
$17.6M -$1.71M -34,640 -9%
MWM
125
MTC Wealth Management
Florida
$17.4M -$2.33M -47,080 -12%

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.