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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
HW
251
Hancock Whitney
Mississippi
$4.65M +$2.28M +45,149 +92%
WA
252
Wealthstar Advisors
Texas
$4.65M +$201K +3,976 +4%
AF
253
Arrow Financial
New York
$4.62M -$5.96K -118 -0.1%
WCM
254
Wunderlich Capital Managemnt
Tennessee
$4.6M +$125K +2,474 +3%
AWM
255
Aries Wealth Management
Maine
$4.54M -$522K -10,338 -10%
CAN
256
Cetera Advisor Networks
California
$4.45M -$481K -9,536 -10%
HWM
257
Hohimer Wealth Management
Washington
$4.44M +$282K +5,582 +7%
RC
258
Roundview Capital
New Jersey
$4.43M +$1.92M +38,121 +73%
SPA
259
Shore Point Advisors
New Jersey
$4.4M +$58.3K +1,156 +1%
BF
260
BOK Financial
Oklahoma
$4.38M -$66.9K -1,325 -1%
SFG
261
Sage Financial Group
Pennsylvania
$4.31M -$1.87M -37,150 -30%
AC
262
Abbrea Capital
California
$4.31M -$985K -19,520 -18%
4WM
263
4J Wealth Management
Virginia
$4.31M +$404 +8 +0%
B
264
Bellecapital
Switzerland
$4.19M -$583K -11,555 -12%
FNBOSM
265
First National Bank of South Miami
Florida
$4.17M -$129K -2,561 -3%
SWP
266
Stratos Wealth Partners
Ohio
$4.16M -$267K -5,290 -6%
AG
267
Ascent Group
Virginia
$4.16M +$916K +18,151 +27%
CCT
268
Capital City Trust
Florida
$4.08M -$661K -13,100 -14%
RA
269
RFG Advisory
Alabama
$4.08M +$98.6K +1,954 +2%
GWM
270
Grand Wealth Management
Michigan
$4.08M -$193K -3,831 -4%
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$4.04M -$6.43M -127,491 -61%
CCA
272
Checchi Capital Advisers
California
$3.99M -$2.97M -58,781 -42%
FIM
273
Freedom Investment Management
Connecticut
$3.97M +$447K +8,857 +12%
HPC
274
HM Payson & Co
Maine
$3.89M -$1.46K -29 -0%
AAM
275
Autus Asset Management
Arizona
$3.87M -$135K -2,673 -3%

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.