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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
MHR
826
Matthew Hamilton Rosenberg
$28K +$151 +3 +0.5%
ZIG
827
Zullo Investment Group
Pennsylvania
$27K -$303 -6 -1%
AWM
828
Aspire Wealth Management
Massachusetts
$25K +$101 +2 +0.4%
PI
829
PFS Investments
Georgia
$24.3K -$802K -15,886 -3%
FWM
830
Focused Wealth Management
New York
$24K
ME
831
McIlrath & Eck
Washington
$24K
ODG
832
O'Dell Group
Ohio
$22K
ATC
833
Adirondack Trust Company
New York
$20K
ICM
834
Islay Capital Management
Texas
$20K
WT
835
Washington Trust
Rhode Island
$20K
TCOV
836
Trust Company of Vermont
Vermont
$20K +$14.2K +282 +224%
HDIM
837
Hanson & Doremus Investment Management
Vermont
$18K
ANBT
838
American National Bank & Trust
Texas
$18K +$18.7K +370 New
HIA
839
Harbor Investment Advisory
Maryland
$17K
BWM
840
BerganKDV Wealth Management
Minnesota
$16K
JAM
841
JCIC Asset Management
Ontario, Canada
$16K
FCT
842
Family Capital Trust
Massachusetts
$16K +$1.26K +25 +9%
SSB
843
Sandy Spring Bank
Maryland
$15K -$44.7K -885 -75%
SIC
844
Salem Investment Counselors
North Carolina
$15K
SA
845
SRH Advisors
Kansas
$15K
HI
846
Hoey Investments
Pennsylvania
$13K
PMFA
847
Plante Moran Financial Advisors
Michigan
$13K +$12.9K +256 New
DBG
848
De Burlo Group
Massachusetts
$13K +$13.3K +263 New
KFS
849
Kelly Financial Services
Massachusetts
$12.9K +$50 +1 +0.4%
FCAS
850
First Command Advisory Services
Texas
$12K +$30.6K +607 New

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.