We are live on ! Find out more
IGSB icon

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
VCA
501
Verdence Capital Advisors
Maryland
$717K +$77.7K +1,539 +12%
MBT
502
Montecito Bank & Trust
California
$715K
SL
503
Summitry LLC
California
$711K -$79.3M -1,570,949 -99%
ONB
504
Old National Bancorp
Indiana
$701K -$10.1K -200 -1%
OBWG
505
Onyx Bridge Wealth Group
New York
$700K +$720K +14,269 New
CWP
506
CFM Wealth Partners
Texas
$696K
BWM
507
Baystate Wealth Management
Massachusetts
$696K +$45.8K +908 +7%
FDCDDQ
508
Federation des caisses Desjardins du Quebec
Quebec, Canada
$688K -$6.06K -120 -0.9%
SFFS
509
Stonehage Fleming Financial Services
Jersey
$682K +$47.8K +948 +7%
CWC
510
Carolinas Wealth Consulting
North Carolina
$682K +$304K +6,020 +77%
BWAM
511
Boyd Watterson Asset Management
Ohio
$679K -$10.7K -212 -2%
BS
512
Banco Santander
Spain
$676K
HCM
513
Highview Capital Management
Illinois
$666K +$123K +2,442 +22%
TLFA
514
True Link Financial Advisors
California
$664K -$27.9K -552 -4%
CAG
515
Curtis Advisory Group
California
$662K -$53.4K -1,058 -7%
LWP
516
Legacy Wealth Planning
Nevada
$656K -$44.9K -890 -6%
CCA
517
Cobblestone Capital Advisors
New York
$651K +$85.5K +1,695 +15%
AFA
518
American Financial Advisors
Georgia
$647K -$6.36K -126 -1%
GWAM
519
Guardian Wealth Advisors (Minnesota)
Minnesota
$645K -$28.9K -572 -4%
RW
520
Rede Wealth
Virginia
$645K -$16.9K -335 -2%
SB
521
Simmons Bank
Arkansas
$645K -$14.7K -292 -2%
T
522
TNF
Montana
$641K -$258K -5,122 -28%
Carson Wealth (CWM LLC)
523
Carson Wealth (CWM LLC)
Nebraska
$641K -$232K -4,598 -26%
CSA
524
Cottage Street Advisors
Massachusetts
$634K
JSL
525
JT Stratford LLC
Georgia
$633K +$77.8K +1,541 +14%

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.