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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
SBL
801
Sargent Bickham Lagudis
Colorado
$50K
SSG
802
Summit Securities Group
New York
$49K +$50.5K +1,000 New
FGAM
803
Financial Gravity Asset Management
Texas
$47.2K -$2.22K -44 -4%
CAL
804
Capital Advisors Ltd
Ohio
$45K +$41.6K +825 +1,031%
TRCT
805
Tower Research Capital (TRC)
New York
$45K +$46.1K +913 New
FFA
806
Founders Financial Alliance
North Carolina
$43K -$34.8K -689 -44%
IBOK
807
Independence Bank of Kentucky
Kentucky
$43K
IFA
808
Interactive Financial Advisors
Illinois
$42K -$4.64K -92 -10%
MCA
809
Maryland Capital Advisors
Maryland
$42K
EWM
810
EPG Wealth Management
Georgia
$42K +$42.9K +851 New
GI
811
Gradient Investments
Minnesota
$41K +$20.8K +412 +97%
TIM
812
Tevis Investment Management
Texas
$40K -$2.67K -53 -6%
ASBI
813
American State Bank (Iowa)
Iowa
$39.4K
HWA
814
HHM Wealth Advisors
Tennessee
$39K +$101 +2 +0.3%
SIS
815
Sound Income Strategies
Florida
$37K -$8.07K -160 -18%
SC
816
Schubert & Co
Texas
$37K
FCB
817
First Command Bank
Texas
$36K +$37.3K +739 New
FCFS
818
First Command Financial Services
Texas
$36K +$37.3K +739 New
IFAM
819
Institutional & Family Asset Management
Colorado
$34K +$151 +3 +0.4%
AWM
820
Accel Wealth Management
Iowa
$33K +$50 +1 +0.2%
HWM
821
HighMark Wealth Management
Minnesota
$30K -$24K -476 -44%
ACM
822
Antonetti Capital Management
Florida
$30K
PP
823
Pacifica Partners
Canada
$29K
MA
824
Montag & Associates
Georgia
$28K
VCM
825
Vigilant Capital Management
Maine
$28K

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.