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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
CIA
451
Capital Investment Advisors
Georgia
$1.02M -$185K -3,671 -15%
C1AG
452
Client 1st Advisory Group
Florida
$1.01M -$15.6K -309 -1%
Point72 Asset Management
453
Point72 Asset Management
Connecticut
$986K -$1.01M -20,000 -50%
SFO
454
Standard Family Office
South Dakota
$986K +$1.01M +20,000 New
TAM
455
Tocqueville Asset Management
New York
$981K +$4.29K +85 +0.4%
FCA
456
FinTrust Capital Advisors
South Carolina
$977K -$380K -7,528 -27%
SC
457
Saiph Capital
New Jersey
$967K +$41.3K +819 +4%
SWM
458
Spire Wealth Management
Virginia
$963K -$769K -15,242 -44%
FHA
459
First Horizon Advisors
Tennessee
$943K -$10.2K -203 -1%
CPP
460
Capasso Planning Partners
South Carolina
$938K +$960K +19,028 New
SA
461
SL Advisors
New Jersey
$937K
CAL
462
Capital Analysts LLC
Pennsylvania
$930K +$17.5K +347 +2%
OWA
463
Octavia Wealth Advisors
Ohio
$929K -$13.7K -271 -1%
MIAN
464
Mariner Independent Advisor Network
Kansas
$923K -$345K -6,836 -27%
CCWA
465
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$919K -$854K -16,929 -48%
Fisher Asset Management
466
Fisher Asset Management
Washington
$919K +$283K +5,604 +43%
RSVP
467
Ramsay Stattman Vela & Price
Colorado
$918K -$1.31M -25,990 -58%
FWP
468
FAS Wealth Partners
Kansas
$912K -$17.7K -350 -2%
DIA
469
Dana Investment Advisors
Wisconsin
$902K -$11.2K -221 -1%
IDA
470
Intelligence Driven Advisers
California
$896K -$782K -15,505 -46%
BIAS
471
Beacon Investment Advisory Services
New Jersey
$888K -$193K -3,819 -17%
GWM
472
Geneos Wealth Management
Colorado
$887K -$146K -2,888 -14%
LB
473
Legacy Bridge
Iowa
$885K -$45.4K -900 -5%
SP
474
Successful Portfolios
Florida
$878K -$58.3K -1,156 -6%
HI
475
Harbour Investments
Wisconsin
$877K

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.