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iShares 1-5 Year Investment Grade Corporate Bond ETF

870 hedge funds and large institutions have $14.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 278 increasing their positions, 384 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 111118 (+7)

0.67% less ownership

Funds ownership: 74.68%74.02% (-0.67%)

3% less capital invested

Capital invested by funds: $15.1B → $14.6B (-$497M)

3% less funds holding

Funds holding: 901870 (-31)

26% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 82

28% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 384

Holders
870
Holders Change
-31
Holders Change %
-3.44%
% of All Funds
14.99%
Holding in Top 10
118
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.31%
% of All Funds
2.03%
New
61
Increased
278
Reduced
384
Closed
82
Calls
$237K
Puts
Net Calls
+$237K
Net Calls Change
+$338K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
226
Comerica Securities
Michigan
$5.43M +$485K +9,606 +10%
GDP
227
Great Diamond Partners
Maine
$5.39M -$65.4K -1,295 -1%
TPCW
228
TD Private Client Wealth
New York
$5.38M -$26.7K -529 -0.5%
ANTB
229
AMG National Trust Bank
Colorado
$5.37M +$680K +13,467 +14%
MM
230
Main Management
California
$5.36M
CTA
231
Chesley Taft & Associates
Illinois
$5.34M -$59.5K -1,178 -1%
HCM
232
Hollencrest Capital Management
California
$5.32M -$575K -11,396 -10%
SSWM
233
Smith Salley Wealth Management
North Carolina
$5.29M +$234K +4,634 +5%
SIA
234
SeaBridge Investment Advisors
New Jersey
$5.2M -$1.69M -33,478 -24%
MCP
235
Martin Capital Partners
Oregon
$5.1M +$656K +13,002 +14%
RWG
236
Regal Wealth Group
California
$5.09M -$248K -4,920 -4%
PRS
237
Pinkerton Retirement Specialists
Idaho
$5.09M -$234K -4,639 -4%
GL
238
Graypoint LLC
New York
$5.08M -$39.3K -778 -0.7%
BIA
239
Bigelow Investment Advisors
Maine
$5.07M -$1.14M -22,602 -18%
WAS
240
WESPAC Advisors SoCal
California
$5M +$5.14M +101,945 New
BSA
241
Bull Street Advisors
Georgia
$4.92M -$24K -475 -0.5%
MIA
242
MMBG Investment Advisors
Florida
$4.91M
PWPCM
243
Perella Weinberg Partners Capital Management
New York
$4.82M -$2.38M -47,205 -33%
Creative Planning
244
Creative Planning
Kansas
$4.82M -$179K -3,554 -4%
PA
245
Probity Advisors
Texas
$4.78M -$308K -6,104 -6%
First Trust Advisors
246
First Trust Advisors
Illinois
$4.73M +$1.25M +24,814 +35%
HWAM
247
Hennion & Walsh Asset Management
New Jersey
$4.7M +$209K +4,141 +5%
Susquehanna International Group
248
Susquehanna International Group
Pennsylvania
$4.68M -$3.77M -74,778 -44%
Kayne Anderson Rudnick Investment Management
249
Kayne Anderson Rudnick Investment Management
California
$4.66M +$2.87M +56,829 +151%
MA
250
Mutual Advisors
Nebraska
$4.65M +$995K +19,718 +26%

IGSB Hedge Fund Activity: Q3 2022 in Review

870 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q3 2022, worth a combined $14.6B — down 3.3% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of IGSB and 61 opened new positions — a net loss of 21 holders — while 384 trimmed existing stakes and 278 added.

The largest buyer was Fidelity Investments, adding an estimated $263M. The largest seller was Meiji Yasuda Life Insurance, exiting entirely with an estimated $463M sold.

  • 870 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2022, down from 901 in Q2 2022.
  • Funds reported $14.6B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q3 2022, down 3.3% quarter-over-quarter.
  • 61 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q3 2022 and 82 closed out, a net change of -21 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2022 was Fidelity Investments, an estimated $263M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q3 2022 was Meiji Yasuda Life Insurance, an estimated $463M sold.

Based on aggregated 13F filings for Q3 2022.