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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
SWA
776
SOA Wealth Advisors
New York
$85K +$87.1K +1,725 New
CFB
777
Cullen/Frost Bankers
Texas
$83K -$14K -278 -14%
LWANC
778
Laurel Wealth Advisors (North Carolina)
North Carolina
$82K +$404 +8 +0.5%
RA
779
Rise Advisors
New York
$80K -$7.12K -141 -8%
ARMC
780
American Research & Management Company
Massachusetts
$79K
TAM
781
Tucker Asset Management
Colorado
$78.1K
CIAS
782
Capital Investment Advisory Services
North Carolina
$77K -$25.9K -514 -25%
MIFH
783
Migdal Insurance & Financial Holdings
Israel
$77K
WFA
784
WestHill Financial Advisors
California
$75K
KSWA
785
Kathleen S. Wright Associates
Pennsylvania
$75K +$77.2K +1,530 New
CWA
786
Clearview Wealth Advisors
Oregon
$73K -$58.5K -1,159 -44%
TFGT
787
TS Financial Group (TSFG)
Illinois
$73K
LWP
788
Lumature Wealth Partners
Georgia
$72K -$23.2K -460 -24%
CFO
789
CVA Family Office
Colorado
$72K
RCM
790
Raleigh Capital Management
North Carolina
$60K +$61.7K +1,222 New
BEI
791
Benjamin Edwards Inc
Missouri
$58K -$707 -14 -1%
TWM
792
Tradition Wealth Management
Minnesota
$55K -$3.68K -73 -6%
FA
793
Faithward Advisors
Pennsylvania
$55K
APC
794
Aspire Private Capital
North Carolina
$53K +$2.83K +56 +6%
CP
795
Castleview Partners
Texas
$52K +$52.1K +1,033 +5,437%
TFA
796
Transamerica Financial Advisors
Florida
$52K +$53.2K +1,055 New
ACA
797
Atlas Capital Advisors
Wyoming
$51.1K
BAM
798
Byrne Asset Management
New Jersey
$51K -$1.9M -37,740 -97%
CA
799
Clearstead Advisors
Ohio
$51K
CHC
800
City Holding Co
West Virginia
$50K -$5.8K -115 -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.