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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
FG
76
Fiduciary Group
Georgia
$26.6M +$2.58M +51,122 +11%
BHWM
77
Bar Harbor Wealth Management
New Hampshire
$26.5M -$788K -15,616 -3%
VRM
78
Vectors Research Management
New York
$26.2M -$5.84M -115,734 -18%
HC
79
HNP Capital
New York
$25.7M -$5.74M -113,836 -18%
LFS
80
Lutz Financial Services
Nebraska
$25.3M -$1.18M -23,430 -4%
HighTower Advisors
81
HighTower Advisors
Illinois
$25.3M -$12.4M -246,358 -32%
ST
82
Sabal Trust
Florida
$24.9M +$1.06M +21,022 +4%
CCA
83
Clearwater Capital Advisors
Illinois
$24.8M +$12.1M +239,823 +91%
GG
84
Greenwood Gearhart
Arkansas
$23.7M +$3.44M +68,178 +17%
RVPG
85
Relative Value Partners Group
$23.4M +$989K +19,598 +4%
MPM
86
Meritage Portfolio Management
Kansas
$23.2M -$8.27M -163,924 -26%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$23.1M -$1.14M -22,496 -5%
TH
88
TCTC Holdings
Texas
$22.9M +$284K +5,635 +1%
PI
89
Parkside Investments
Illinois
$22.9M -$2.7M -53,585 -10%
1832 Asset Management
90
1832 Asset Management
Ontario, Canada
$22.4M -$1.43M -28,420 -6%
CT
91
Caldwell Trust
Florida
$20.8M -$9.76M -193,314 -31%
HVIA
92
Hudson Valley Investment Advisors
New York
$20.8M -$35.6K -705 -0.2%
NFA
93
Nationwide Fund Advisors
Ohio
$19.7M +$20.2M +400,000 New
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$19.6M -$9.46M -187,514 -32%
MWM
95
MTC Wealth Management
Florida
$19.6M -$8.57M -169,806 -30%
AIM
96
Acropolis Investment Management
Missouri
$19.3M +$295K +5,848 +2%
CW
97
Connectus Wealth
Ohio
$19.2M +$8.2M +162,541 +72%
COCM
98
Charter Oak Capital Management
New Hampshire
$19.1M -$1.49M -29,611 -7%
SAS
99
Sage Advisory Services
Texas
$18.7M +$721K +14,280 +4%
JIR
100
James Investment Research
Ohio
$18.7M -$280K -5,558 -1%

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.