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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
MLA
426
My Legacy Advisors
Oregon
$1.19M +$1.23M +24,294 New
PHS
427
Pekin Hardy Strauss
Illinois
$1.16M -$31.8K -630 -3%
GM
428
GeoWealth Management
Illinois
$1.15M +$101K +1,994 +9%
EAM
429
Eagle Asset Management
Florida
$1.15M -$24K -475 -2%
PF
430
Phoenix Financial
Israel
$1.14M
OPS
431
Orion Portfolio Solutions
Nebraska
$1.14M -$111K -2,204 -9%
VAS
432
Vestmark Advisory Solutions
Massachusetts
$1.13M -$23.2K -459 -2%
SCA
433
Stonebridge Capital Advisors
Minnesota
$1.13M +$202 +4 +0%
HH
434
Hilltop Holdings
Texas
$1.13M +$273K +5,413 +31%
AO
435
Advisor OS
Illinois
$1.12M
BAM
436
Belpointe Asset Management
Nevada
$1.12M -$1.51M -29,974 -57%
HFA
437
High Falls Advisors
New York
$1.11M -$89.9K -1,781 -7%
CWM
438
Cabot Wealth Management
Massachusetts
$1.11M +$11.7K +231 +1%
SW
439
SkyOak Wealth
Michigan
$1.1M -$59.2K -1,174 -5%
FUBT
440
First United Bank & Trust
Maryland
$1.09M +$166K +3,291 +18%
PO
441
Private Ocean
California
$1.09M +$277K +5,482 +33%
AA
442
Alesco Advisors
New York
$1.06M -$140K -2,781 -11%
ECA
443
Elevated Capital Advisors
Utah
$1.06M +$1.08M +21,480 New
M&T Bank
444
M&T Bank
New York
$1.06M -$8.38K -166 -0.8%
SB
445
Sunflower Bank
Texas
$1.05M -$481K -9,529 -31%
EVM
446
Eaton Vance Management
Massachusetts
$1.04M
FA
447
Fiducient Advisors
Illinois
$1.04M -$84.6K -1,677 -7%
SWM
448
Stockman Wealth Management
Montana
$1.04M -$263K -5,210 -20%
WANY
449
Wealthspire Advisors (New York)
New York
$1.04M +$1.06M +21,079 New
CSIA
450
Charles Schwab Investment Advisory
California
$1.03M +$16.1K +319 +2%

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.