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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
BFEC
326
Benjamin F. Edwards & Company
Missouri
$2.49M +$44.7K +885 +2%
CFAM
327
Center For Asset Management
Florida
$2.44M +$2.02M +40,117 +431%
SPIA
328
Steward Partners Investment Advisory
New York
$2.41M -$1.51M -29,930 -38%
PAS
329
Park Avenue Securities
New York
$2.4M +$374K +7,402 +18%
CAM
330
Covenant Asset Management
New Jersey
$2.4M +$380K +7,534 +97%
BCV
331
Banque Cantonale Vaudoise
Switzerland
$2.39M
ZIM
332
Zacks Investment Management
Illinois
$2.34M -$162K -3,216 -6%
1WM
333
1900 Wealth Management
Texas
$2.34M -$90K -1,784 -4%
SAM
334
Strategy Asset Managers
California
$2.33M +$1.44M +28,510 +152%
CWM
335
Calamos Wealth Management
Illinois
$2.32M +$1.05M +20,825 +79%
LG
336
LaFleur & Godfrey
Michigan
$2.3M -$84.7K -1,678 -3%
LBC
337
Lowe Brockenbrough & Co
Virginia
$2.28M +$131K +2,600 +6%
BPA
338
Beacon Pointe Advisors
California
$2.28M +$118K +2,347 +5%
IAG
339
Investment Advisory Group
Massachusetts
$2.27M +$10.1K +200 +0.4%
MPWT
340
MassMutual Private Wealth & Trust
Connecticut
$2.18M -$48.4K -959 -2%
WA
341
Wilshire Advisors
California
$2.17M -$235K -4,648 -10%
JE
342
JMAC Enterprises
Pennsylvania
$2.16M -$34.1K -676 -2%
GVAG
343
Great Valley Advisor Group
Delaware
$2.12M -$253K -5,005 -10%
JWCA
344
J.W. Cole Advisors
Florida
$2.11M -$71.2K -1,410 -3%
GWM
345
Graybill Wealth Management
Illinois
$2.1M +$34.1K +675 +2%
CCMD
346
Cypress Capital Management (Delaware)
Delaware
$2.06M +$37.3K +740 +2%
FLA
347
Financial Life Advisors
Texas
$2.01M +$1.12M +22,248 +119%
VT
348
Vise Technologies
New York
$2.01M +$1.42M +28,042 +219%
CW
349
CreativeOne Wealth
Kansas
$2M +$64.8K +1,285 +3%
Comerica Bank
350
Comerica Bank
Texas
$1.95M +$19.6K +388 +1%

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.