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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
PCIA
126
Prime Capital Investment Advisors
Kansas
$16.7M +$977K +19,725 +6%
Kayne Anderson Rudnick Investment Management
127
Kayne Anderson Rudnick Investment Management
California
$15.9M +$11.2M +225,498 +238%
SWP
128
Summit Wealth Partners
Florida
$15.8M -$316K -6,384 -2%
SRC
129
Shufro Rose & Co
New York
$15.7M -$1.91M -38,572 -11%
CT
130
Caldwell Trust
Florida
$15.6M -$5.42M -109,440 -26%
DIP
131
DT Investment Partners
Pennsylvania
$15.5M -$334K -6,739 -2%
AAMC
132
Asset Allocation & Management Company
Illinois
$15.4M
MWA
133
MFA Wealth Advisors
Pennsylvania
$15.3M -$696K -14,056 -4%
IA
134
IFP Advisors
Florida
$15.3M +$1.37M +27,633 +23%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$15.3M +$6.93M +139,989 +84%
JIR
136
James Investment Research
Ohio
$15.3M -$3.62M -73,147 -19%
AIMC
137
Alley Investment Management Company
Illinois
$15.2M +$331K +6,682 +2%
MML Investors Services
138
MML Investors Services
Massachusetts
$15M +$2.03M +40,921 +16%
State Farm Mutual Automobile Insurance
139
State Farm Mutual Automobile Insurance
Illinois
$14.7M
LFG
140
Larson Financial Group
Missouri
$14.2M +$14.1M +284,811 New
Baird Financial Group
141
Baird Financial Group
Wisconsin
$14.2M -$13.1M -264,055 -48%
Renaissance Technologies
142
Renaissance Technologies
New York
$14.1M +$8.2M +165,700 +141%
TC
143
Telemus Capital
Michigan
$14.1M -$175K -3,527 -1%
Mitsubishi UFJ Trust & Banking
144
Mitsubishi UFJ Trust & Banking
Japan
$13.9M
GC
145
Gilbert & Cook
Iowa
$13.8M +$13.7M +277,511 New
MWM
146
Mascoma Wealth Management
New Hampshire
$13.8M -$1.99M -40,276 -13%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$13.7M +$3.87M +78,240 +40%
CIP
148
Capital Insight Partners
Arizona
$13.6M +$699K +14,114 +5%
DI
149
DDFG Inc
California
$13.2M +$13.1M +265,344 New
CMP
150
Courage Miller Partners
Virginia
$13.1M -$57K -1,152 -0.4%

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.