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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
MWM
726
Meridian Wealth Management
Kentucky
$219K -$6.46K -128 -3%
FPAS
727
Focus Partners Advisor Solutions
Missouri
$219K +$7.07K +140 +3%
BST
728
Bath Savings Trust
Maine
$219K +$225K +4,454 New
WP
729
WealthShield Partners
North Carolina
$218K -$149K -2,948 -40%
PCM
730
Parsons Capital Management
Rhode Island
$218K -$147K -2,905 -40%
RMAM
731
Raab & Moskowitz Asset Management
New Jersey
$216K +$2.02K +40 +0.9%
Verition Fund Management
732
Verition Fund Management
Connecticut
$212K +$217K +4,293 New
CPA
733
Cardiff Park Advisors
California
$211K +$101 +2 +0%
SFM
734
Signet Financial Management
New Jersey
$210K +$10.2K +203 +5%
ACP
735
Aveo Capital Partners
Colorado
$209K -$5.15K -102 -2%
First Manhattan
736
First Manhattan
New York
$209K +$196K +3,874 +1,041%
WWM
737
Western Wealth Management
Colorado
$207K -$8.28K -164 -4%
BCP
738
Blue Chip Partners
Michigan
$206K -$427K -8,459 -67%
V
739
Veritable
Delaware
$205K
TA
740
Townsend & Associates
Colorado
$204K +$210K +4,160 New
DP
741
Dearborn Partners
Illinois
$201K
DE
742
Day & Ennis
Georgia
$201K +$151 +3 +0.1%
VWM
743
Valley Wealth Managers
New Jersey
$188K
RG
744
Retirement Group
California
$184K -$127K -2,514 -40%
APCM
745
Alaska Permanent Capital Management
Alaska
$184K
FRA
746
Front Row Advisors
California
$182K +$50 +1 +0%
JFGIW
747
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$176K +$180K +3,571 New
AF
748
Advisornet Financial
Minnesota
$174K -$146K -2,895 -45%
AIP
749
Almanack Investment Partners
Pennsylvania
$174K +$177K +3,516 New
WWM
750
Wolff Wiese Magana
California
$171K -$2.32K -46 -1%

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.