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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
WTC
351
WhitTier Trust Company
Nevada
$1.95M +$86.8K +1,720 +5%
RPCA
352
Running Point Capital Advisors
California
$1.85M +$129K +2,549 +7%
FPCG
353
Forum Private Client Group
Indiana
$1.84M +$67.8K +1,344 +4%
IFS
354
Ifrah Financial Services
Arkansas
$1.83M +$16K +317 +0.9%
BFG
355
Beacon Financial Group
Texas
$1.81M -$8.97M -177,662 -83%
TFP
356
Tilia Fiduciary Partners
North Carolina
$1.8M -$478K -9,464 -20%
NL
357
NWAM LLC
Washington
$1.8M +$356K +7,047 +24%
SFG
358
Sovereign Financial Group
Connecticut
$1.79M -$175K -3,469 -9%
Bank Julius Baer & Co
359
Bank Julius Baer & Co
Switzerland
$1.78M -$29.2K -578 -2%
CAG
360
Crestwood Advisors Group
Massachusetts
$1.77M -$23.6K -468 -1%
AFAS
361
Acorn Financial Advisory Services
Virginia
$1.76M -$547K -10,836 -23%
TCWA
362
Ten Capital Wealth Advisors
Washington
$1.76M -$427K -8,452 -19%
RF
363
RHS Financial
California
$1.76M +$978K +19,370 +119%
PWA
364
Physician Wealth Advisors
Utah
$1.75M +$168K +3,338 +10%
WSTAM
365
Wilbanks Smith & Thomas Asset Management
Virginia
$1.72M -$8.73K -173 -0.5%
HCP
366
Holt Capital Partners
Texas
$1.7M +$505K +10,000 +41%
HPM
367
Hudson Portfolio Management
New York
$1.7M -$103K -2,050 -6%
FCMT
368
Founders Capital Management (Texas)
Texas
$1.68M -$15.4K -305 -0.9%
KCM
369
Kanawha Capital Management
Virginia
$1.67M -$496K -9,825 -22%
OHWP
370
Oak Harbor Wealth Partners
North Carolina
$1.66M
NPP
371
New Potomac Partners
Maryland
$1.65M -$536K -10,625 -24%
WAS
372
Wealth Advisory Solutions
Indiana
$1.65M -$167K -3,301 -9%
KA
373
Kovack Advisors
Florida
$1.65M +$38.3K +759 +2%
AIFAIM
374
American Institute for Advanced Investment Management
Arizona
$1.64M
NSB
375
Norway Savings Bank
Maine
$1.62M -$172K -3,418 -9%

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.