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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
FA
201
FDx Advisors
Illinois
$6.44M +$82.6K +1,636 +1%
AI
202
Atria Investments
North Carolina
$6.44M -$1.03M -20,396 -14%
Deutsche Bank
203
Deutsche Bank
Germany
$6.42M +$76.2K +1,510 +1%
PIMG
204
Patriot Investment Management Group
Tennessee
$6.41M +$2M +39,653 +44%
CWAF
205
Core Wealth Advisors (Florida)
Florida
$6.34M -$553K -10,955 -8%
EDRIA
206
Edmonds Duncan Registered Investment Advisors
Kansas
$6.32M +$219K +4,349 +4%
B
207
Bailard
California
$6.3M +$5.29M +104,783 +456%
AW
208
ACG Wealth
Georgia
$6.25M +$358K +7,097 +6%
FCIM
209
Fairview Capital Investment Management
California
$6.25M -$348K -6,901 -5%
AIMU
210
Allianz Investment Management US
Minnesota
$6.12M -$1.51M -30,000 -19%
DWM
211
Dakota Wealth Management
Florida
$6M +$1.74M +34,528 +40%
CCM
212
Covington Capital Management
California
$5.99M +$170K +3,365 +3%
PGFC
213
Peapack-Gladstone Financial Corp
New Jersey
$5.96M +$447K +8,852 +8%
Franklin Resources
214
Franklin Resources
California
$5.93M -$604K -11,969 -9%
FCM
215
Fortis Capital Management
Washington
$5.89M +$1.05M +20,868 +21%
CA
216
Cetera Advisors
Colorado
$5.89M +$2.67M +52,848 +79%
NA
217
NewEdge Advisors
Louisiana
$5.85M +$503K +9,966 +9%
IWC
218
Integrated Wealth Concepts
Massachusetts
$5.85M -$103K -2,036 -2%
Renaissance Technologies
219
Renaissance Technologies
New York
$5.81M +$1,000K +19,810 +20%
APIM
220
Agate Pass Investment Management
Washington
$5.8M -$710K -14,070 -11%
SFG
221
SevenBridge Financial Group
Pennsylvania
$5.77M +$5.91M +117,070 New
BIS
222
BG Investment Services
Guam
$5.76M -$249K -4,931 -4%
WBG
223
Wharton Business Group
Pennsylvania
$5.68M +$230K +4,555 +4%
AWS
224
AJ Wealth Strategies
New York
$5.61M -$1.15M -22,880 -17%
VFPW
225
Vantage Financial Partners (Wisconsin)
Wisconsin
$5.52M -$11.3M -223,120 -67%

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.