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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
EWM
151
Endurance Wealth Management
Rhode Island
$12.9M -$539K -10,885 -4%
AWS
152
Atria Wealth Solutions
New York
$12.8M +$1.97M +39,757 +18%
GGS
153
Galvin Gaustad & Stein
Arizona
$12.7M -$39.8K -803 -0.3%
HCC
154
Hirtle Callaghan & Co
Pennsylvania
$12.7M -$5.23M -105,685 -29%
SFG
155
StrategIQ Financial Group
Indiana
$12.4M +$545K +11,007 +5%
CCA
156
Catalyst Capital Advisors
New York
$12.2M -$1.77M -35,850 -13%
OMC
157
Old Mission Capital
Illinois
$12.2M +$12.1M +244,416 New
MPM
158
Meritage Portfolio Management
Kansas
$12.1M -$11.2M -226,827 -48%
EFM
159
Eley Financial Management
Vermont
$12.1M +$12M +243,339 New
LPAM
160
Lodestar Private Asset Management
California
$12.1M +$12M +242,597 New
RJT
161
Raymond James Trust
Florida
$12M -$1.9M -38,322 -14%
AA
162
Argent Advisors
Louisiana
$11.9M +$159K +3,210 +1%
BWA
163
BlueSky Wealth Advisors
North Carolina
$11.8M -$309K -6,237 -3%
FFG
164
Fullen Financial Group
Ohio
$11.6M -$70K -1,413 -0.6%
GC
165
Guggenheim Capital
Illinois
$11.5M +$13K +263 +0.1%
TWP
166
Total Wealth Planning
Ohio
$11.5M +$1.17M +23,697 +11%
CPIG
167
Chicago Partners Investment Group
Illinois
$11.4M +$765K +15,443 +7%
MSWM
168
McGlone Suttner Wealth Management
Wisconsin
$11.2M +$11.2M +225,407 New
EE
169
EWG Elevate
California
$11M +$11M +221,557 New
CAN
170
Cetera Advisor Networks
California
$10.8M +$6.25M +126,335 +140%
FLA
171
Financial Life Advisors
Texas
$10.5M +$8.37M +169,028 +414%
OC
172
Oppenheimer & Co
New York
$10.4M +$1.78M +35,865 +21%
BMD
173
Better Money Decisions
New Mexico
$10.3M -$3.21M -64,863 -24%
WT
174
Whittier Trust
California
$10.3M +$920K +18,589 +10%
KL
175
KWMG LLC
Kansas
$10.2M -$260K -5,243 -2%

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.