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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
PWG
701
Private Wealth Group
Florida
$242K
PWW
702
Pettyjohn Wood & White
Virginia
$242K +$3.03K +60 +1%
AOWM
703
Alpha Omega Wealth Management
Virginia
$241K -$93.5K -1,852 -27%
CC
704
Copperleaf Capital
North Carolina
$241K -$25K -495 -9%
CTFG
705
Capstone Triton Financial Group
Oklahoma
$241K -$16.8K -333 -6%
W
706
WealthOne
New York
$241K +$47.4K +939 +24%
EIA
707
Edgemoor Investment Advisors
Maryland
$239K
S
708
SignatureFD
Georgia
$237K -$25.5K -505 -10%
EAM
709
Evanson Asset Management
California
$236K -$90.9K -1,802 -27%
Fiera Capital (Canada)
710
Fiera Capital (Canada)
Quebec, Canada
$236K -$606 -12 -0.2%
CWM
711
C2C Wealth Management
Arizona
$235K
MCA
712
Martin Capital Advisors
Texas
$235K
CF
713
Cantor Fitzgerald
New York
$233K +$19.9K +395 +9%
Lido Advisors
714
Lido Advisors
California
$233K +$36.7K +727 +18%
TF
715
TimeScale Financial
Massachusetts
$232K +$1.16K +23 +0.5%
CL
716
CIM LLC
New York
$231K +$239K +4,729 New
CB
717
CNB Bank
Pennsylvania
$230K
TPWA
718
TRUE Private Wealth Advisors
Oregon
$230K
AWM
719
Accurate Wealth Management
Florida
$230K +$152K +3,005 New
TCM
720
TD Capital Management
Tennessee
$227K -$10.1K -200 -4%
AWM
721
Axxcess Wealth Management
California
$226K -$54.7K -1,084 -19%
WI
722
Wintrust Investments
Illinois
$226K -$9.34K -185 -4%
WMA
723
West Michigan Advisors
Michigan
$224K -$86.2K -1,709 -27%
CIM
724
CIM Investment Management
Pennsylvania
$222K
LNWWM
725
Laird Norton Wetherby Wealth Management
California
$222K +$21.6K +428 +10%

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.