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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
MNBTD
401
Moody National Bank Trust Division
Texas
$1.48M
IIC
402
Integrated Investment Consultants
Michigan
$1.47M +$143K +2,833 +10%
ADBIC
403
A.D. Beadell Investment Counsel
Wisconsin
$1.46M +$65.6K +1,300 +5%
WHC
404
Wulff, Hansen & Co
California
$1.44M -$55.5K -1,100 -4%
FA
405
Fermata Advisors
California
$1.43M +$102K +2,020 +7%
GAM
406
Gemmer Asset Management
California
$1.42M +$707K +14,019 +95%
ECM
407
Evergreen Capital Management
Washington
$1.41M -$821K -16,264 -36%
Allspring Global Investments
408
Allspring Global Investments
North Carolina
$1.39M -$28.9M -572,000 -95%
SCA
409
Snowden Capital Advisors
New York
$1.38M +$511K +10,122 +57%
NGA
410
Naples Global Advisors
Florida
$1.37M -$44.4K -880 -3%
LPIC
411
LeJeune Puetz Investment Counsel
Michigan
$1.36M +$15.3K +304 +1%
KWA
412
KCS Wealth Advisory
California
$1.36M +$1.39M +27,513 New
FIBT
413
First International Bank & Trust
North Dakota
$1.35M -$45.4K -900 -3%
SBH
414
Segall Bryant & Hamill
Illinois
$1.34M -$63K -1,249 -4%
PFS
415
Prospera Financial Services
Texas
$1.32M -$154K -3,044 -10%
OIA
416
Optimum Investment Advisors
Illinois
$1.32M -$10.1K -200 -0.7%
BP
417
Ballentine Partners
Massachusetts
$1.32M
BWP
418
Bernardo Wealth Planning
Pennsylvania
$1.3M -$116K -2,305 -8%
RCG
419
Rock Creek Group
District of Columbia
$1.29M
FWIA
420
Fort Washington Investment Advisors
Ohio
$1.28M -$739K -14,644 -36%
DG
421
DMC Group
Alabama
$1.28M +$717K +14,200 +122%
CA
422
Continuum Advisory
Idaho
$1.26M -$1.64M -32,417 -56%
CI
423
Conning Inc
Connecticut
$1.23M -$17.4M -343,800 -93%
BRWA
424
B. Riley Wealth Advisors
Florida
$1.21M -$212K -4,195 -15%
IWM
425
IHT Wealth Management
Illinois
$1.19M +$332K +6,585 +37%

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.