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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
FM
751
Family Management
New York
$169K
AIC
752
Archer Investment Corporation
Indiana
$165K
EWM
753
Evermay Wealth Management
Virginia
$165K
LS
754
Leelyn Smith
Illinois
$149K +$153K +3,030 New
RWIA
755
Roger Wittlin Investment Advisory
California
$145K +$149K +2,952 New
HGERS
756
Householder Group Estate & Retirement Specialist
Arizona
$132K +$136K +2,692 New
ACK
757
Andrew C. Karlinski
$128K
SMG
758
Spectrum Management Group
Indiana
$123K +$35.4K +702 +39%
SC
759
Sierra Capital
Florida
$119K
SIM
760
Studio Investment Management
Illinois
$116K
RIA
761
Realta Investment Advisors
Delaware
$114K +$117K +2,314 New
CAAS
762
Capital Asset Advisory Services
Michigan
$112K
PTC
763
Private Trust Company
Ohio
$109K -$36.8K -730 -25%
BTI
764
Blue Trust Inc
Georgia
$105K -$492K -9,744 -82%
CLOS
765
Compagnie Lombard Odier SCmA
Switzerland
$96K
CB
766
Community Bank
New York
$94K
NFSG
767
Newbridge Financial Services Group
Florida
$93K -$454 -9 -0.5%
OC
768
Oakworth Capital
Alabama
$93K
CTB
769
Country Trust Bank
Illinois
$92K +$25.7K +510 +37%
SAM
770
Strategic Asset Management
Minnesota
$91K
HS
771
Horan Securities
United States
$90K +$92K +1,823 New
FSWA
772
Financial Synergies Wealth Advisors
Texas
$89.1K -$252 -5 -0.3%
BA
773
Bellwether Advisors
Nebraska
$88K
PWMG
774
Prestige Wealth Management Group
New Jersey
$86K
LPP
775
Life Planning Partners
Florida
$85.2K +$2.02K +40 +2%

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.