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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
SWM
551
Selective Wealth Management
Virginia
$541K -$198K -3,926 -26%
GRP
552
Global Retirement Partners
California
$535K +$53.6K +1,063 +11%
HIS
553
Horizon Investment Services
Indiana
$533K -$29K -575 -5%
SWA
554
Sutton Wealth Advisors
Florida
$530K -$48.5K -961 -8%
PCMC
555
Paragon Capital Management (Colorado)
Colorado
$526K +$75.7K +1,500 +16%
ATC
556
Argent Trust Co
Tennessee
$523K +$202K +4,000 +61%
WFAG
557
Wescott Financial Advisory Group
Pennsylvania
$519K -$90.7K -1,797 -15%
AUB
558
Atlantic Union Bankshares
Virginia
$513K -$43.9K -869 -8%
BHWM
559
Beaird Harris Wealth Management
Texas
$509K -$67.6K -1,340 -11%
MIC
560
Meridian Investment Counsel
California
$507K +$28.9K +573 +6%
BAM
561
Baldrige Asset Management
Pennsylvania
$503K -$360K -7,138 -41%
MGIA
562
Matthew Goff Investment Advisor
Texas
$502K -$38.5K -762 -7%
TSA
563
Tri-Star Advisors
Texas
$497K -$6.11K -121 -1%
PWS
564
Peloton Wealth Strategists
Indiana
$493K -$98.7K -1,956 -16%
BAAM
565
Baker Avenue Asset Management
California
$492K -$125K -2,480 -20%
TCPWM
566
Traverso Chambers Private Wealth Management
California
$490K
CAM
567
Caprin Asset Management
Virginia
$489K -$87.9K -1,741 -15%
USCWA
568
U.S. Capital Wealth Advisors
Texas
$489K -$10.1K -200 -2%
CT
569
Colonial Trust
South Carolina
$489K +$501K +9,931 New
T
570
TrueFG
Texas
$488K +$14.9K +295 +3%
GCA
571
Greenwood Capital Associates
South Carolina
$484K -$5.1K -101 -1%
FPFS
572
First Personal Financial Services
North Carolina
$484K
TWC
573
TD Waterhouse Canada
Ontario, Canada
$483K +$14.3K +284 +3%
PWM
574
Perigon Wealth Management
California
$482K -$12.3K -243 -2%
SRC
575
Sage Rhino Capital
California
$480K

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.