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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
SEI Investments
651
SEI Investments
Pennsylvania
$319K +$16.7K +331 +5%
SFP
652
Shepherd Financial Partners
Massachusetts
$318K -$210K -4,154 -39%
LIG
653
Lokken Investment Group
Delaware
$317K +$48.9K +969 +18%
GA
654
Greytown Advisors
Florida
$316K
PB
655
Pinnacle Bancorp
Nebraska
$313K -$64.3K -1,275 -17%
CWM
656
Congress Wealth Management
Massachusetts
$312K -$4.79K -95 -1%
MC
657
Middleton & Co
Massachusetts
$311K +$318K +6,305 New
SFO
658
Stokes Family Office
Louisiana
$310K +$40.5K +802 +15%
VCAM
659
Van Cleef Asset Management
Ohio
$308K
WPC
660
Waters Parkerson & Co
Louisiana
$307K
BLC
661
Brown, Lisle/Cummings
Rhode Island
$304K -$131K -2,600 -30%
NEAM
662
New England Asset Management
Connecticut
$304K
Millennium Management
663
Millennium Management
New York
$304K +$312K +6,176 New
TNB
664
Thomasville National Bank
Georgia
$303K -$68.7K -1,361 -18%
CIP
665
Chartwell Investment Partners
Pennsylvania
$302K -$99.7K -1,975 -24%
SG
666
StoneX Group
New York
$300K -$333K -6,607 -52%
GBT
667
Grove Bank & Trust
Florida
$298K
SW
668
SteelPeak Wealth
California
$297K -$7.22K -143 -2%
TFA
669
Triad Financial Advisors
North Carolina
$296K
AA
670
Ancora Advisors
Ohio
$295K -$4.44K -88 -1%
LWAC
671
Laurel Wealth Advisors (California)
California
$294K -$448K -8,869 -60%
DWT
672
Dorsey & Whitney Trust
South Dakota
$286K
KPWS
673
Kestra Private Wealth Services
Texas
$285K -$283K -5,598 -49%
PFM
674
Phillips Financial Management
Indiana
$285K -$261K -5,166 -47%
OWM
675
OneAscent Wealth Management
Alabama
$285K

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.