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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
F
101
F3Logic
Minnesota
$18.2M -$499K -9,883 -3%
PP
102
PDS Planning
Ohio
$18.2M +$1.32M +26,217 +8%
AFS
103
Amtrust Financial Services
New York
$18.1M
HCC
104
Hirtle Callaghan & Co
Pennsylvania
$17.7M -$93.8M -1,857,924 -84%
SRC
105
Shufro Rose & Co
New York
$17.4M -$216K -4,275 -1%
Citigroup
106
Citigroup
New York
$16.7M -$582K -11,532 -3%
BC
107
Bartlett & Co
Ohio
$16.6M +$64.5K +1,278 +0.4%
BCWM
108
Bartlett & Co Wealth Management
Ohio
$16.6M +$64.5K +1,278 +0.4%
KAS
109
Kestra Advisory Services
Texas
$16.5M +$8.19M +162,246 +94%
DCM
110
Dimension Capital Management
Florida
$16.4M -$283K -5,613 -2%
SWP
111
Summit Wealth Partners
Florida
$15.9M -$642K -12,714 -4%
AWM
112
Atticus Wealth Management
Florida
$15.9M
MWA
113
MFA Wealth Advisors
Pennsylvania
$15.9M -$82.6K -1,636 -0.5%
DIP
114
DT Investment Partners
Pennsylvania
$15.7M -$645K -12,790 -4%
MWM
115
Mascoma Wealth Management
New Hampshire
$15.6M +$888K +17,586 +6%
PCIA
116
Prime Capital Investment Advisors
Kansas
$15.5M +$4.37M +86,532 +38%
AAMC
117
Asset Allocation & Management Company
Illinois
$15.3M -$10.1M -200,000 -39%
AIMC
118
Alley Investment Management Company
Illinois
$14.7M -$1.36M -27,038 -8%
SW
119
SVB Wealth
Massachusetts
$14.7M +$3.89M +77,118 +35%
State Farm Mutual Automobile Insurance
120
State Farm Mutual Automobile Insurance
Illinois
$14.6M +$14.9M +295,500 New
BCA
121
Bray Capital Advisors
Florida
$14.4M -$537K -10,645 -4%
TC
122
Telemus Capital
Michigan
$14M +$1.19M +23,554 +9%
CCA
123
Catalyst Capital Advisors
New York
$13.9M -$11M -218,520 -44%
RJT
124
Raymond James Trust
Florida
$13.8M -$1.2M -23,800 -8%
Mitsubishi UFJ Trust & Banking
125
Mitsubishi UFJ Trust & Banking
Japan
$13.7M

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.