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
AWM
576
Apollon Wealth Management
South Carolina
$478K +$246K +4,880 +101%
SSWM
577
Sheets Smith Wealth Management
North Carolina
$475K +$65.6K +1,300 +16%
TC
578
TAP Consulting
Missouri
$473K +$2.47K +49 +0.5%
MIH
579
Meitav Investment House
Israel
$473K +$484K +9,592 New
AWM
580
AllSquare Wealth Management
New York
$472K
BFM
581
Boston Financial Management
Massachusetts
$472K +$58K +1,150 +14%
BTWM
582
Baker Tilly Wealth Management
Wisconsin
$471K +$149K +2,947 +45%
SCM
583
Schnieders Capital Management
California
$470K
IP
584
Ignite Planners
California
$467K -$63.5K -1,259 -12%
PT
585
Plimoth Trust
Massachusetts
$466K -$1.81M -35,899 -79%
PWLP
586
Prio Wealth Limited Partnership
Massachusetts
$463K
IAA
587
Ironsides Asset Advisors
North Carolina
$459K -$920K -18,233 -67%
CGA
588
Crescent Grove Advisors
Illinois
$459K +$7.82K +155 +2%
PL
589
Plancorp LLC
Missouri
$453K +$177K +3,500 +61%
SWM
590
SeaCrest Wealth Management
New York
$452K -$635K -12,582 -58%
AWA
591
Arete Wealth Advisors
Illinois
$447K +$457K +9,065 New
MRCM
592
M&R Capital Management
New Jersey
$443K
EWM
593
Evercore Wealth Management
New York
$441K
WWP
594
WR Wealth Planners
Missouri
$437K -$38K -753 -8%
CHAM
595
Clear Harbor Asset Management
Connecticut
$437K -$3.03K -60 -0.7%
MFIMFI
596
Mesirow Financial Investment Management - Fixed Income
Illinois
$437K
MFG
597
Merit Financial Group
Georgia
$433K +$126K +2,489 +40%
RCAG
598
Rehmann Capital Advisory Group
Michigan
$429K -$234K -4,646 -35%
MCM
599
Mattern Capital Management
Colorado
$426K -$39.7K -787 -8%
CCM
600
Crew Capital Management
Ohio
$426K

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.