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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
RWP
901
Ridgecrest Wealth Partners
California
-$423K -8,374 Closed
AAS
902
Annex Advisory Services
Wisconsin
-$382K -7,547 Closed
FCH
903
Freestone Capital Holdings
Washington
-$369K -7,298 Closed
PBO
904
Peoples Bank (Ohio)
Ohio
-$367K -7,267 Closed
FF
905
Francis Financial
-$368K -7,246 Closed
CNB
906
Camden National Bank
Maine
-$363K -7,175 Closed
RMA
907
Roffman Miller Associates
Pennsylvania
-$359K -7,101 Closed
LNC
908
Lincoln National Corp
Pennsylvania
-$344K -6,807 Closed
VWA
909
V Wealth Advisors
Kansas
-$316K -6,242 Closed
PM
910
Phraction Management
Connecticut
-$303K -5,990 Closed
IF
911
Intrua Financial
Texas
-$294K -5,817 Closed
KIG
912
Kowal Investment Group
Wisconsin
-$291K -5,752 Closed
HF
913
HRT Financial
New York
-$279K -5,537 Closed
AWA
914
Arkadios Wealth Advisors
Georgia
-$275K -5,438 Closed
SPFA
915
Summit Place Financial Advisors
New Jersey
-$274K -5,425 Closed
BJL
916
Brighton Jones LLC
Washington
-$269K -5,318 Closed
Neuberger Berman Group
917
Neuberger Berman Group
New York
-$256K -5,065 Closed
SNBOSD
918
Security National Bank of So Dak
Iowa
-$253K -5,000 Closed
SOS
919
Silver Oak Securities
Tennessee
-$236K -4,634 Closed
SCM
920
Seascape Capital Management
New Hampshire
-$233K -4,600 Closed
SPWM
921
Schrum Private Wealth Management
Florida
-$226K -4,465 Closed
TSS
922
Two Sigma Securities
New York
-$226K -4,461 Closed
VWA
923
Visionary Wealth Advisors
Illinois
-$220K -4,352 Closed
BFA
924
Bragg Financial Advisors
North Carolina
-$219K -4,325 Closed
CAM
925
Concorde Asset Management
Michigan
-$216K -4,291 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.