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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
JWS
276
Juncture Wealth Strategies
Arizona
$3.85M +$219K +4,333 +6%
B
277
Barings
North Carolina
$3.79M
LOPW
278
Live Oak Private Wealth
North Carolina
$3.76M -$2M -39,719 -34%
CSPIA
279
Cary Street Partners Investment Advisory
Virginia
$3.66M -$405K -8,022 -10%
BFC
280
Blue Fin Capital
Rhode Island
$3.62M +$1.59M +31,424 +75%
WA
281
Wambolt & Associates
Colorado
$3.56M -$299K -5,932 -8%
AF
282
Allworth Financial
California
$3.56M -$1.05M -20,758 -22%
NFG
283
Nations Financial Group
Iowa
$3.55M -$25K -496 -0.7%
DP
284
DDD Partners
Washington
$3.55M -$355K -7,032 -9%
API
285
Advisor Partners II
California
$3.54M +$3.62M +71,806 New
AIA
286
Armor Investment Advisors
North Carolina
$3.52M -$2.84M -56,208 -44%
DADC
287
D.A. Davidson & Co
Montana
$3.51M +$239K +4,731 +7%
HSA
288
HBK Sorce Advisory
Pennsylvania
$3.47M +$1.74M +34,389 +95%
GEA
289
Glen Eagle Advisors
New Jersey
$3.46M -$290K -5,754 -8%
CIBC Asset Management
290
CIBC Asset Management
Ontario, Canada
$3.45M +$3.53M +69,955 New
DSC
291
Duncker Streett & Co
Missouri
$3.44M
NWA
292
New World Advisors
Massachusetts
$3.43M +$25.2K +499 +0.7%
William Blair & Company
293
William Blair & Company
Illinois
$3.4M +$1.45M +28,716 +71%
AIA
294
Ally Invest Advisors
North Carolina
$3.39M -$144K -2,856 -4%
VVP
295
Venture Visionary Partners
Ohio
$3.38M -$2.89M -57,252 -46%
BWA
296
BDO Wealth Advisors
Florida
$3.35M -$314K -6,229 -8%
PCA
297
Providence Capital Advisors
North Carolina
$3.33M +$1.04M +20,543 +44%
SAS
298
Stelac Advisory Services
New York
$3.3M -$29.9K -593 -0.9%
NSCM
299
New South Capital Management
Tennessee
$3.24M +$42.9K +850 +1%
GWM
300
GSB Wealth Management
Connecticut
$3.24M -$13.1K -259 -0.4%

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.