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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
VST
926
Van Strum & Towne
California
-$215K -4,260 Closed
NEPWA
927
New England Private Wealth Advisors
Massachusetts
-$219K -4,233 Closed
KWS
928
Keystone Wealth Services
California
-$213K -4,207 Closed
JFG
929
JMG Financial Group
Illinois
-$211K -4,168 Closed
SS
930
Sunbelt Securities
Texas
-$203K -4,008 Closed
ACIM
931
Azimuth Capital Investment Management
Michigan
-$202K -4,000 Closed
SFG
932
Snider Financial Group
Washington
-$202K -3,989 Closed
RWB
933
RMR Wealth Builders
New Jersey
-$200K -3,966 Closed
CWM
934
Chesapeake Wealth Management
Virginia
-$200K -3,959 Closed
CA
935
CoreCap Advisors
Michigan
-$178K -3,513 Closed
PFGIA
936
Patriot Financial Group Insurance Agency
Massachusetts
-$138K -2,721 Closed
PAIM
937
Punch & Associates Investment Management
Minnesota
-$81K -1,594 Closed
IA
938
IFS Advisors
Kansas
-$66K -1,307 Closed
FCG
939
Financial Connections Group
California
-$58K -1,155 Closed
BWP
940
Baldwin Wealth Partners
Massachusetts
-$47K -936 Closed
BF
941
Brooklyn FI
New York
-$297K -879 Closed
SIAP
942
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$44K -879 Closed
WPA
943
West Paces Advisors
Georgia
-$38.1K -753 Closed
BC
944
Burleson & Co
California
-$37K -732 Closed
CI
945
CX Institutional
Indiana
-$35K -700 Closed
JFA
946
JNBA Financial Advisors
Minnesota
-$31K -605 Closed
Barclays
947
Barclays
United Kingdom
-$30K -593 Closed
CWP
948
Concord Wealth Partners
Virginia
-$20K -398 Closed
JPLA
949
Joseph P. Lucia & Associates
New York
-$16K -325 Closed
WOSD
950
WFA of San Diego
California
-$15K -300 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.