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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
IIM
526
Ipswich Investment Management
Massachusetts
$631K -$252K -5,000 -28%
MWP
527
Meridian Wealth Partners
Pennsylvania
$624K -$5.37M -106,355 -89%
1IA
528
1834 Investment Advisors
Wisconsin
$623K -$27.4K -542 -4%
PA
529
PFG Advisors
Arizona
$603K +$617K +12,233 New
CH
530
Canton Hathaway
Rhode Island
$591K
BBL
531
Beck Bode LLC
Massachusetts
$591K +$77.7K +1,540 +15%
BFO
532
Boston Family Office
Massachusetts
$584K
CM
533
Columbus Macro
Pennsylvania
$583K +$597K +11,823 New
Cerity Partners
534
Cerity Partners
New York
$582K -$757K -14,999 -56%
BI
535
Bramshill Investments
Florida
$582K +$413K +8,177 +225%
SCA
536
SMH Capital Advisors
Texas
$580K +$656 +13 +0.1%
National Bank of Canada
537
National Bank of Canada
Quebec, Canada
$575K +$68.9K +1,366 +13%
IFG
538
Independent Financial Group
California
$572K
KF
539
Krilogy Financial
Missouri
$561K +$30.4K +603 +6%
ACA
540
Aptus Capital Advisors
Alabama
$557K -$525K -10,398 -48%
1IA
541
1620 Investment Advisors
Massachusetts
$557K +$252K +4,997 +79%
ICG
542
InterOcean Capital Group
Tennessee
$554K +$197K +3,908 +53%
HCP
543
Hexagon Capital Partners
Arkansas
$553K +$567K +11,227 New
TA
544
TrueWealth Advisors
Alabama
$552K -$157K -3,109 -22%
JCM
545
Janney Capital Management
Pennsylvania
$552K -$4.19K -83 -0.7%
PWMAG
546
Pinnacle Wealth Management Advisory Group
New Jersey
$551K -$234K -4,635 -29%
Kovitz Investment Group Partners
547
Kovitz Investment Group Partners
Illinois
$550K +$30.4K +602 +6%
ISWM
548
Independent Solutions Wealth Management
New York
$549K
SIA
549
Strategic Investment Advisors
Michigan
$546K -$165K -3,260 -23%
FHB
550
First Hawaiian Bank
Hawaii
$546K +$1.41K +28 +0.3%

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.