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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
RCIM
476
Red Cedar Investment Management
Michigan
$873K +$102K +2,028 +13%
DI
477
Disciplined Investments
Oklahoma
$868K -$248K -4,913 -22%
SF
478
Synovus Financial
Georgia
$867K +$229K +4,529 +35%
GT
479
Glenview Trust
Kentucky
$859K -$433K -8,576 -33%
FMN
480
Financial Management Network
California
$858K -$465K -9,222 -35%
FA
481
Flagstar Advisors
New York
$829K -$140K -2,781 -14%
EA
482
Emerald Advisors
Washington
$825K -$614K -12,160 -42%
GW
483
GW & Wade
Massachusetts
$817K +$1.01K +20 +0.1%
IWA
484
Icon Wealth Advisors
Texas
$816K +$835K +16,553 New
PA
485
Procyon Advisors
Connecticut
$813K +$404 +8 +0%
FS
486
Ferguson Shapiro
Georgia
$804K +$386K +7,642 +88%
CA
487
CGN Advisors
Kansas
$796K +$89K +1,763 +12%
HWM
488
Howard Wealth Management
Connecticut
$796K +$816K +16,168 New
CTC
489
Central Trust Company
Missouri
$792K -$3.32M -65,780 -80%
CCFM
490
Clear Creek Financial Management
Washington
$783K -$331K -6,559 -29%
OFG
491
Omega Financial Group
California
$783K
CIBC Private Wealth Group
492
CIBC Private Wealth Group
Georgia
$779K +$91.6K +1,816 +13%
AIM
493
Alhambra Investment Management
Florida
$776K +$74.1K +1,469 +10%
SWP
494
Strategic Wealth Partners
Ohio
$754K +$10.2K +202 +1%
WIM
495
WealthPlan Investment Management
Nebraska
$747K +$752K +14,895 New
WIA
496
World Investment Advisors
California
$738K -$22.7K -450 -3%
MFA
497
Mayflower Financial Advisors
Massachusetts
$731K
FF
498
FourThought Financial
Florida
$726K -$5.2K -103 -0.7%
AAS
499
Ameritas Advisory Services
Nebraska
$719K -$31.4K -623 -4%
SFS
500
Strategic Financial Services
New York
$717K -$10.3M -203,303 -93%

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.