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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
RF
201
Resolute Financial
Massachusetts
$8.02M -$93.6K -1,891 -1%
GIM
202
Goelzer Investment Management
Indiana
$7.89M -$3.39M -68,477 -30%
IAN
203
Integrated Advisors Network
Texas
$7.83M +$53.9K +1,088 +0.7%
WPC
204
White Pine Capital
Minnesota
$7.64M -$2.46M -49,725 -24%
VHAM
205
Van Hulzen Asset Management
California
$7.62M +$29.2K +590 +0.4%
FCM
206
Fortis Capital Management
Washington
$7.6M +$1.63M +32,917 +28%
FCIM
207
Fairview Capital Investment Management
California
$7.53M +$1.21M +24,472 +19%
CFMC
208
Curbstone Financial Management Corp
New Hampshire
$7.46M -$1.05M -21,250 -12%
PAG
209
Powers Advisory Group
Illinois
$7.39M +$112K +2,265 +2%
AWM
210
AE Wealth Management
Kansas
$7.29M -$4.56M -92,038 -39%
MAM
211
Meeder Asset Management
Ohio
$7.28M -$54.8K -1,106 -0.8%
WF
212
Welch & Forbes
Massachusetts
$7.19M -$3.74M -75,509 -34%
CISOA
213
Capital Investment Services of America
Wisconsin
$7.02M -$1.45M -29,313 -17%
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$7M -$1.22M -24,685 -15%
CCFM
215
Clear Creek Financial Management
Washington
$6.96M +$6.13M +123,726 +778%
Corient Private Wealth
216
Corient Private Wealth
Florida
$6.87M +$7M +141,480 New
PP
217
Prosperity Planning
Missouri
$6.86M
CFAM
218
Center For Asset Management
Florida
$6.85M +$4.36M +88,087 +178%
CAWM
219
Capital Advisors Wealth Management
Washington
$6.75M +$4.46K +90 +0.1%
RC
220
Roundview Capital
New Jersey
$6.72M +$2.22M +44,940 +50%
SC
221
SouthState Corp
Florida
$6.7M -$222K -4,483 -3%
TNBTD
222
Trustmark National Bank Trust Department
Mississippi
$6.69M +$72.1K +1,456 +1%
Cerity Partners
223
Cerity Partners
New York
$6.65M +$6.02M +121,593 +1,030%
CWM
224
Concentric Wealth Management
California
$6.43M -$496K -10,025 -7%
SFG
225
Sage Financial Group
Pennsylvania
$6.37M +$1.99M +40,292 +46%

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.