We are live on ! Find out more
IGSB icon

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
VCM
876
Vision Capital Management
Oregon
-$12.3M -243,958 Closed
SEM
877
Strategic Equity Management
Arizona
-$11.8M -233,658 Closed
AP
878
Advisors Preferred
Maryland
-$6.23M -123,290 Closed
CIBC World Market
879
CIBC World Market
Ontario, Canada
-$4.49M -88,829 Closed
WI
880
WrapManager Inc
California
-$2.46M -48,648 Closed
SWM
881
Scissortail Wealth Management
Oklahoma
-$2.59M -48,079 Closed
WB
882
WesBanco Bank
West Virginia
-$2.16M -42,689 Closed
FWM
883
FSA Wealth Management
Massachusetts
-$2.13M -42,199 Closed
SHGA
884
Sand Hill Global Advisors
California
-$1.74M -34,364 Closed
BB
885
Bell Bank
North Dakota
-$1.54M -30,471 Closed
BS
886
Boenning & Scattergood
Pennsylvania
-$1.48M -29,176 Closed
FCA
887
FLC Capital Advisors
California
-$1.14M -22,476 Closed
GC
888
Gilbert & Cook
Iowa
-$1.07M -21,195 Closed
HWM
889
Hemington Wealth Management
Virginia
-$1.02M -20,195 Closed
3F
890
360 Financial
Minnesota
-$938K -18,419 Closed
LF
891
Lantz Financial
Illinois
-$847K -16,758 Closed
GAA
892
Global Assets Advisory
Florida
-$723K -14,320 Closed
CCG
893
Chatham Capital Group
Georgia
-$716K -14,156 Closed
FFWM
894
Future Financial Wealth Management
Ohio
-$688K -13,300 Closed
NB
895
Nicolet Bankshares
Wisconsin
-$521K -10,304 Closed
BFA
896
BMS Financial Advisors
South Dakota
-$518K -9,618 Closed
SCA
897
Stillwater Capital Advisors
Pennsylvania
-$484K -9,565 Closed
BSW
898
Buckingham Strategic Wealth
Missouri
-$447K -8,838 Closed
SS
899
Simplicity Solutions
Minnesota
-$438K -8,656 Closed
CIS
900
Connors Investor Services
Pennsylvania
-$428K -8,472 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.