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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
PP
851
PrairieView Partners
Minnesota
$11K
BWL
852
Bogart Wealth LLC
Virginia
$10K -$656 -13 -6%
BBHC
853
Brown Brothers Harriman & Co
New York
$10K +$3.83K +76 +63%
LDFR
854
Lehman & Derafelo Financial Resources
Pennsylvania
$9K
MAWCM
855
Mine & Arao Wealth Creation & Management
California
$9K +$50 +1 +0.5%
Bank of Montreal
856
Bank of Montreal
Ontario, Canada
$8.35K -$694K -13,749 -8%
CFD
857
Creative Financial Designs
Indiana
$8K
AF
858
Affiance Financial
Minnesota
$8K +$8.02K +159 New
OPW
859
Oxler Private Wealth
New York
$7.04K
FMP
860
Financial Management Professionals
Texas
$7K
PFBT
861
Parkside Financial Bank & Trust
Missouri
$6K
RVM
862
Robinson Value Management
Texas
$4K
BCMLT
863
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K
WB
864
Webster Bank
Connecticut
$3K
GFPC
865
Global Financial Private Client
Florida
$2.37K -$13.8K -273 -85%
EW
866
Element Wealth
Mississippi
$2K
IF
867
Integrity Financial
Wyoming
$2K
KFI
868
Key Financial Inc
Pennsylvania
$2K
M1FG
869
Mach-1 Financial Group
Arkansas
$2K
TAIM
870
TD Ameritrade Investment Management
Nebraska
$1K
MOS
871
MGO One Seven
Ohio
$355 +$42.1K +834 +13%
WIM
872
Westside Investment Management
California
$19
MYLI
873
Meiji Yasuda Life Insurance
Japan
-$463M -9,154,000 Closed
GF
874
Goodman Financial
Texas
-$13.6M -268,402 Closed
OAM
875
Oak Asset Management
California
-$12.9M -254,773 Closed

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.