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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
CAM
676
Cresset Asset Management
Illinois
$283K -$22K -435 -7%
CTA
677
Colonial Trust Advisors
South Carolina
$283K +$290K +5,748 New
CA
678
Crewe Advisors
Utah
$282K +$17.7K +350 +7%
Koshinski Asset Management
679
Koshinski Asset Management
Illinois
$279K +$45.7K +905 +19%
BBA
680
BLB&B Advisors
Pennsylvania
$278K
GWCM
681
Godshalk Welsh Capital Management
Pennsylvania
$277K +$5.4K +107 +2%
FMWA
682
Forvis Mazars Wealth Advisors
Missouri
$276K -$51.4K -1,018 -15%
WA
683
WealthTrust Axiom
Pennsylvania
$271K
AWM
684
Alterna Wealth Management
Texas
$270K -$111K -2,196 -29%
ClearBridge Investments
685
ClearBridge Investments
New York
$268K -$105K -2,087 -28%
SAM
686
Seelaus Asset Management
New Jersey
$267K +$63.3K +1,255 +30%
TTWM
687
TCV Trust & Wealth Management
Virginia
$265K
SHJ
688
Sharkey, Howes & Javer
Colorado
$264K -$75.1K -1,488 -22%
MC
689
Montag & Caldwell
Georgia
$260K +$3.58K +71 +1%
WF
690
Wayfinding Financial
Washington
$259K +$266K +5,274 New
DAS
691
Dynamic Advisor Solutions
Arizona
$257K -$110K -2,171 -29%
FFMBT
692
First Farmers & Merchants Bank Trust
Tennessee
$252K -$14.4K -286 -5%
CSIC
693
Clifford Swan Investment Counsel
California
$252K +$9.03K +179 +4%
AT
694
Arden Trust
Delaware
$249K -$83.5K -1,654 -25%
DWP
695
Destiny Wealth Partners
Florida
$248K -$80.1K -1,588 -24%
9WM
696
9258 Wealth Management
Ohio
$248K -$29.8K -590 -10%
GITFIT
697
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$246K
MM
698
Meridian Management
Arkansas
$245K +$5.55K +110 +2%
RWA
699
RGT Wealth Advisors
Texas
$243K +$248K +4,922 New
SWM
700
Seaside Wealth Management
California
$242K -$19.6K -389 -7%

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.