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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
WP
376
WealthSource Partners
California
$1.61M -$522K -10,337 -24%
YIA
377
YHB Investment Advisors
Connecticut
$1.61M -$38.7K -767 -2%
ISL
378
Ingalls & Snyder LLC
New York
$1.61M -$15.1K -300 -0.9%
CGFA
379
Colton Groome Financial Advisors
North Carolina
$1.61M +$108K +2,147 +7%
BCM
380
Boltwood Capital Management
California
$1.61M +$260K +5,150 +19%
CAG
381
Csenge Advisory Group
Florida
$1.6M -$208K -4,130 -11%
TPW
382
Transatlantique Private Wealth
New York
$1.59M +$976K +19,348 +150%
VFA
383
Voya Financial Advisors
Connecticut
$1.57M -$18.7K -370 -1%
PGAM
384
Princeton Global Asset Management
New Jersey
$1.57M +$142K +2,813 +10%
TCWM
385
Total Clarity Wealth Management
Illinois
$1.57M -$115K -2,281 -7%
Bessemer Group
386
Bessemer Group
New Jersey
$1.56M
FNBT
387
FineMark National Bank & Trust
Florida
$1.56M -$133K -2,627 -8%
KP
388
Keel Point
Alabama
$1.56M -$3.94K -78 -0.2%
GPA
389
Guidance Point Advisors
Massachusetts
$1.55M -$202K -4,001 -11%
FWC
390
First Washington Corp
Washington
$1.55M
LIM
391
Leavell Investment Management
Alabama
$1.55M -$45.4K -900 -3%
EGA
392
Eagle Global Advisors
Texas
$1.54M +$220K +4,365 +16%
KWM
393
Kingsview Wealth Management
Oregon
$1.54M -$135K -2,677 -8%
GT
394
Greenleaf Trust
Michigan
$1.52M +$857K +16,973 +122%
SPC
395
Sigma Planning Corp
Michigan
$1.51M +$604K +11,963 +64%
IP
396
Investment Partners
Ohio
$1.5M -$1.12M -22,247 -42%
BCI
397
Brinker Capital Investments
Pennsylvania
$1.5M -$14K -277 -0.9%
MHS
398
M Holdings Securities
Oregon
$1.5M +$100K +1,981 +7%
SIA
399
Schechter Investment Advisors
Michigan
$1.49M -$98.9K -1,960 -6%
AF
400
Aldebaran Financial
$1.48M -$313K -6,211 -17%

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.