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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.8B +$89.8M +1,813,757 +5%
Charles Schwab
2
Charles Schwab
California
$1.1B +$13M +261,657 +1%
JHU
3
Johns Hopkins University
Maryland
$886M +$118M +2,379,971 +15%
JSTA
4
Japan Science & Technology Agency
Japan
$768M +$763M +15,409,088 New
Northern Trust
5
Northern Trust
Illinois
$743M -$44.9M -906,356 -6%
MMI
6
Matson Money Inc
Ohio
$649M -$9.39M -189,754 -1%
Morgan Stanley
7
Morgan Stanley
New York
$587M +$153M +3,097,951 +36%
Goldman Sachs
8
Goldman Sachs
New York
$528M +$84.4M +1,704,332 +19%
AWA
9
Arete Wealth Advisors
Illinois
$466M +$13.8K +279 +3%
AssetMark Inc
10
AssetMark Inc
California
$450M +$56.5M +1,141,227 +14%
Bank of America
11
Bank of America
North Carolina
$431M -$60.1M -1,214,113 -12%
Ameriprise
12
Ameriprise
Minnesota
$389M +$208M +4,199,494 +113%
AC
13
Allstate Corporation
Illinois
$383M -$26.8M -541,056 -7%
AIM
14
Allstate Investment Management
Illinois
$383M +$381M +7,695,685 New
Members Trust
15
Members Trust
Florida
$328M -$15M -302,819 -4%
UBS Group
16
UBS Group
Switzerland
$291M -$19M -383,790 -6%
ACG
17
Arch Capital Group
Bermuda
$270M
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$256M +$2.2M +44,438 +0.9%
CSA
19
Cottage Street Advisors
Massachusetts
$235M +$4.53M +91,440 +710%
BlackRock
20
BlackRock
New York
$230M -$305M -6,157,875 -57%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$226M +$32.2M +651,291 +17%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$204M -$20.3M -409,060 -9%
NI
23
NYL Investors
New York
$199M +$197M +3,988,000 New
Jane Street
24
Jane Street
New York
$163M +$112M +2,270,009 +225%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$163M +$150M +3,034,037 +1,283%

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.