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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
GCA
301
Gradient Capital Advisors
California
$3.17M -$111K -2,198 -3%
OIA
302
OneDigital Investment Advisors
Kansas
$3.15M +$1.71M +33,848 +112%
MAG
303
MRA Advisory Group
New Jersey
$3.12M +$372K +7,363 +13%
AIM
304
Aspen Investment Management
Michigan
$3.11M -$424K -8,400 -12%
HAIM
305
Hunter Associates Investment Management
Pennsylvania
$3.1M
VIA
306
Vickerman Investment Advisors
Washington
$3.07M -$1.71M -33,853 -35%
AAS
307
Avantax Advisory Services
Texas
$3.06M +$614K +12,161 +24%
SFG
308
Summit Financial Group
West Virginia
$3.05M +$103K +2,039 +3%
AWM
309
Ameliora Wealth Management
Switzerland
$3.05M
DC
310
Davenport & Co
Virginia
$2.94M -$138K -2,737 -4%
CC
311
Courier Capital
New York
$2.93M -$246K -4,870 -8%
RG
312
Rathbones Group
United Kingdom
$2.89M +$810K +16,044 +38%
BWM
313
Bulltick Wealth Management
Florida
$2.77M
ODIJL
314
One Day In July LLC
Vermont
$2.71M -$113K -2,237 -4%
ASN
315
Advisory Services Network
Georgia
$2.69M +$167K +3,319 +6%
KFP
316
KMG Fiduciary Partners
Ohio
$2.69M +$2.1M +41,524 +319%
WCM
317
Washington Capital Management
Washington
$2.68M
AIM
318
Astor Investment Management
Illinois
$2.68M -$1.35M -26,799 -33%
HKAM
319
Horizon Kinetics Asset Management
New York
$2.66M
PA
320
Pinnacle Associates
New York
$2.62M -$398K -7,885 -13%
IWA
321
IVC Wealth Advisors
Pennsylvania
$2.61M +$132K +2,610 +5%
HWMA
322
Heritage Wealth Management (Arizona)
Arizona
$2.6M +$273K +5,402 +11%
LTI
323
Laffer Tengler Investments
Tennessee
$2.59M -$257K -5,095 -9%
BHB
324
Bank Hapoalim BM
Israel
$2.54M -$47.1K -933 Closed
FBA
325
Front Barnett Associates
Illinois
$2.52M -$138K -2,725 -5%

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.