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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
UB
126
UMB Bank
Missouri
$13.6M -$52.9K -1,048 -0.4%
BMD
127
Better Money Decisions
New Mexico
$13.4M -$74.8K -1,483 -0.5%
EWM
128
Endurance Wealth Management
Rhode Island
$13.3M -$218K -4,324 -2%
CMP
129
Courage Miller Partners
Virginia
$13.1M +$512K +10,143 +4%
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$13M -$671K -13,300 -5%
MML Investors Services
131
MML Investors Services
Massachusetts
$12.8M -$2.08M -41,226 -14%
CIP
132
Capital Insight Partners
Arizona
$12.8M +$19.9K +394 +0.2%
GGS
133
Galvin Gaustad & Stein
Arizona
$12.6M +$1.18M +23,397 +10%
IA
134
IFP Advisors
Florida
$12.4M +$908K +17,996 +18%
SAM
135
Stone Asset Management
Texas
$12.3M +$2.32M +46,035 +23%
BWA
136
BlueSky Wealth Advisors
North Carolina
$12M -$1.04M -20,616 -8%
WWM
137
WJ Wealth Management
Arizona
$11.8M +$6.48M +128,320 +115%
PJSIMP
138
P.J. Schmidt Investment Management (PJS)
Wisconsin
$11.8M +$1.33M +26,447 +12%
AWM
139
AE Wealth Management
Kansas
$11.7M +$1.8M +35,752 +18%
SFG
140
StrategIQ Financial Group
Indiana
$11.7M +$459K +9,088 +4%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$11.7M +$1.15M +22,795 +11%
Betterment LLC
142
Betterment LLC
New York
$11.6M
AA
143
Argent Advisors
Louisiana
$11.6M +$11.9M +235,522 New
PFPT
144
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.5M -$72.8K -1,442 -0.6%
GC
145
Guggenheim Capital
Illinois
$11.4M -$980K -19,424 -8%
FFG
146
Fullen Financial Group
Ohio
$11.3M -$204K -4,051 -2%
WP
147
WMS Partners
Maryland
$11.3M +$10.4M +205,102 +840%
GIM
148
Goelzer Investment Management
Indiana
$11.2M +$744K +14,734 +7%
LI
149
LMCG Investments
Massachusetts
$11M -$195K -3,856 -2%
WF
150
Welch & Forbes
Massachusetts
$10.8M -$1.43M -28,430 -11%

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.