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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
VIA
151
Vantagepoint Investment Advisers
District of Columbia
$10.8M -$2.52M -49,970 -19%
AWS
152
Atria Wealth Solutions
New York
$10.7M +$832K +16,478 +8%
PG
153
Proffitt & Goodson
Tennessee
$10.7M +$1.08M +21,458 +11%
DAM
154
Delta Asset Management
Tennessee
$10.4M -$324K -6,415 -3%
KL
155
KWMG LLC
Kansas
$10.4M +$304K +6,030 +3%
CPIG
156
Chicago Partners Investment Group
Illinois
$10.3M +$767K +15,203 +8%
EDRH
157
Edmond de Rothschild Holding
Switzerland
$10.3M -$49.5K -980 -0.5%
TWP
158
Total Wealth Planning
Ohio
$10.2M -$2.02M -40,059 -16%
EBSAM
159
Eubel Brady & Suttman Asset Management
Ohio
$10.1M -$58.8K -1,165 -0.6%
WPC
160
White Pine Capital
Minnesota
$10M -$826K -16,367 -7%
IDBONY
161
Israel Discount Bank of New York
New York
$9.88M -$875K -17,341 -8%
Cambridge Investment Research Advisors
162
Cambridge Investment Research Advisors
Iowa
$9.73M -$10.3M -204,758 -51%
RCA
163
Resonant Capital Advisors
Wisconsin
$9.28M +$606K +12,013 +7%
WT
164
Whittier Trust
California
$9.23M +$407K +8,070 +4%
WIC
165
Woodmont Investment Counsel
Tennessee
$9.13M +$2.67M +52,823 +40%
JSA
166
Jacobson & Schmitt Advisors
Wisconsin
$9.05M +$66.6K +1,319 +0.7%
PR
167
Payden & Rygel
California
$8.95M +$687K +13,619 +8%
CCM
168
Canal Capital Management
Virginia
$8.9M +$8.23M +163,045 +931%
AP
169
Atwood & Palmer
Missouri
$8.69M +$8.85M +175,375 +19,486%
CFGS
170
Concourse Financial Group Securities
Alabama
$8.67M -$485K -9,605 -5%
OC
171
Oppenheimer & Co
New York
$8.51M +$1.77M +35,008 +25%
CFMC
172
Curbstone Financial Management Corp
New Hampshire
$8.43M -$116K -2,300 -1%
CISOA
173
Capital Investment Services of America
Wisconsin
$8.39M -$403K -7,980 -4%
NAM
174
NTV Asset Management
West Virginia
$8.33M -$1.35M -26,772 -14%
APA
175
American Portfolios Advisors
New York
$8.28M -$460K -9,108 -5%

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.