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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
EBSAM
176
Eubel Brady & Suttman Asset Management
Ohio
$9.93M -$322K -6,503 -3%
UB
177
UMB Bank
Missouri
$9.92M -$3.84M -77,603 -28%
AP
178
Atwood & Palmer
Missouri
$9.9M +$1.11M +22,450 +13%
EDRH
179
Edmond de Rothschild Holding
Switzerland
$9.78M -$604K -12,206 -6%
DCM
180
Disciplina Capital Management
Tennessee
$9.73M +$3.02M +61,028 +45%
DAM
181
Delta Asset Management
Tennessee
$9.71M -$831K -16,791 -8%
PG
182
Proffitt & Goodson
Tennessee
$9.69M -$1.07M -21,656 -10%
WIC
183
Woodmont Investment Counsel
Tennessee
$9.34M +$109K +2,200 +1%
CIBC Asset Management
184
CIBC Asset Management
Ontario, Canada
$9.14M +$5.62M +113,470 +162%
JSA
185
Jacobson & Schmitt Advisors
Wisconsin
$9.05M
PR
186
Payden & Rygel
California
$9.05M
WWM
187
WJ Wealth Management
Arizona
$8.97M -$2.94M -59,480 -25%
CFGS
188
Concourse Financial Group Securities
Alabama
$8.95M +$187K +3,775 +2%
IDBONY
189
Israel Discount Bank of New York
New York
$8.82M -$1.16M -23,384 -12%
PIMG
190
Patriot Investment Management Group
Tennessee
$8.61M +$2M +40,345 +31%
VIA
191
Vantagepoint Investment Advisers
District of Columbia
$8.58M -$2.35M -47,470 -22%
CA
192
Cetera Advisors
Colorado
$8.44M +$2.47M +49,946 +42%
Mirae Asset Global Investments
193
Mirae Asset Global Investments
South Korea
$8.42M +$1.78M +36,000 +27%
ET
194
Equitable Trust
Tennessee
$8.4M +$90.4K +1,826 +1%
CCM
195
Canal Capital Management
Virginia
$8.31M -$683K -13,805 -8%
FA
196
FDx Advisors
Illinois
$8.29M +$1.77M +35,685 +27%
RCM
197
Rain Capital Management
Oregon
$8.18M +$1.6M +32,372 +25%
EC
198
Estate Counselors
Wisconsin
$8.13M +$8.07M +163,100 New
RCA
199
Resonant Capital Advisors
Wisconsin
$8.1M -$1.27M -25,683 -14%
AI
200
Atria Investments
North Carolina
$8.09M +$1.57M +31,759 +24%

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.