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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
US Bancorp
26
US Bancorp
Minnesota
$88.3M -$6.92M -137,068 -7%
LPL Financial
27
LPL Financial
California
$87.4M +$4.79M +94,897 +6%
FT
28
Fiduciary Trust
Massachusetts
$77.5M -$786K -15,582 -1%
HTC
29
Haverford Trust Company
Pennsylvania
$77.4M +$650K +12,877 +0.8%
EWA
30
EP Wealth Advisors
California
$75.2M +$10.5M +208,066 +16%
SLF
31
Sun Life Financial
Ontario, Canada
$74.4M
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$69M -$12.5M -248,497 -15%
BSB
33
Bangor Savings Bank
Maine
$68.7M -$1.87M -37,138 -3%
MD
34
Money Design
Japan
$68.4M +$9.96M +197,433 +17%
SI
35
Stephens Inc
Arkansas
$65.4M -$6.45M -127,808 -9%
PFA
36
Pure Financial Advisors
California
$62.3M +$9.5M +188,224 +18%
Osaic Holdings
37
Osaic Holdings
Arizona
$62.2M +$1.12M +22,235 +2%
DWM
38
Destination Wealth Management
California
$62M +$2.4M +47,497 +4%
ST
39
Smithfield Trust
Pennsylvania
$56M +$54.2M +1,074,600 +1,720%
NYLIM
40
New York Life Investment Management
New York
$56M -$8.01M -158,730 -12%
SMFG
41
Sumitomo Mitsui Financial Group
Japan
$55M -$5.8M -114,972 -9%
SFM
42
Soros Fund Management
New York
$54.8M
SGAM
43
Stephens Group Asset Management
Arkansas
$54.5M +$2.14M +42,315 +4%
FLPIM
44
F.L. Putnam Investment Management
Massachusetts
$51.7M -$889K -17,621 -2%
AFG
45
Arkansas Financial Group
Arkansas
$49.7M -$413K -8,189 -0.8%
Jane Street
46
Jane Street
New York
$49.7M +$14M +276,504 +38%
RH
47
RenaissanceRe Holdings
Bermuda
$49.3M
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$49.3M +$855K +16,936 +2%
MCWS
49
McKinley Carter Wealth Services
West Virginia
$48.3M -$16.2M -320,353 -25%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$48.2M +$8.77M +173,735 +22%

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.