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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
PPW
601
Parcion Private Wealth
Washington
$426K
MCC
602
Money Concepts Capital
Florida
$423K -$1.18M -23,453 -73%
WS
603
Wedbush Securities
California
$420K -$7.57K -150 -2%
EH
604
Equitable Holdings
New York
$413K -$35K -694 -8%
DFC
605
DBK Financial Counsel
Ohio
$412K
HCA
606
Horan Capital Advisors
Ohio
$411K +$2.02K +40 +0.5%
LWA
607
Lineweaver Wealth Advisors
Ohio
$404K -$128K -2,532 -24%
NLG
608
New Legacy Group
New York
$404K
RIG
609
Roosevelt Investment Group
New York
$404K
SW
610
SlateStone Wealth
Florida
$404K
JLBC
611
J.L. Bainbridge & Co
Florida
$404K +$3.89K +77 +0.9%
PA
612
Parallel Advisors
California
$403K -$176K -3,478 -30%
OPWM
613
Oxinas Partners Wealth Management
Indiana
$402K -$36.7K -727 -8%
CWP
614
Corepath Wealth Partners
Arizona
$400K -$2.02K -40 -0.5%
WC
615
Whitney & Co
New York
$398K
AR
616
Advisory Research
Illinois
$397K
SFG
617
Sunburst Financial Group
Alabama
$395K
CCG
618
Ceeto Capital Group
Florida
$394K +$50.5K +1,000 +14%
WHG
619
Westwood Holdings Group
Texas
$393K -$30.4K -602 -7%
AFO
620
Allie Family Office
Florida
$391K -$10.1K -200 -2%
ST
621
Spinnaker Trust
Maine
$388K +$64.3K +1,275 +19%
RWM
622
Rockwood Wealth Management
Pennsylvania
$387K +$396K +7,845 New
Prudential Financial
623
Prudential Financial
New Jersey
$383K -$53K -1,051 -12%
BCM
624
Brookstone Capital Management
Illinois
$382K +$19.4K +385 +5%
NB
625
NBT Bank
New York
$381K +$17.2K +341 +5%

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.