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iShares 1-5 Year Investment Grade Corporate Bond ETF

925 hedge funds and large institutions have $15.2B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 295 increasing their positions, 396 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% more ownership

Funds ownership: 72.78%74.13% (+1.3%)

4% less capital invested

Capital invested by funds: $15.8B → $15.2B (-$572M)

9% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 99

2% less funds holding

Funds holding: 945925 (-20)

7% less funds holding in top 10

Funds holding in top 10: 10396 (-7)

26% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 396

Holders
925
Holders Change
-20
Holders Change %
-2.12%
% of All Funds
14.59%
Holding in Top 10
96
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.8%
% of All Funds
1.51%
New
90
Increased
295
Reduced
396
Closed
99
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Arrow Financial
New York
$6.22M +$1.33M +25,249 +27%
CWAF
227
Core Wealth Advisors (Florida)
Florida
$6.18M +$193K +3,665 +3%
WIC
228
Woodmont Investment Counsel
Tennessee
$6.17M +$4.45M +84,339 +241%
CS
229
Comerica Securities
Michigan
$6.15M -$1.97M -37,329 -24%
AC
230
Abbrea Capital
California
$6.1M -$228K -4,330 -4%
RFC
231
Regions Financial Corp
Alabama
$6.05M -$158K -3,000 -3%
PA
232
Probity Advisors
Texas
$6M -$30K -569 -0.5%
PRS
233
Pinkerton Retirement Specialists
Idaho
$5.95M +$368K +6,984 +6%
MWP
234
Meridian Wealth Partners
Pennsylvania
$5.94M +$175K +3,324 +3%
CA
235
Cetera Advisors
Colorado
$5.89M -$1.9M -36,016 -24%
GEA
236
Glen Eagle Advisors
New Jersey
$5.86M +$538K +10,201 +10%
RWG
237
Regal Wealth Group
California
$5.8M -$195K -3,700 -3%
TWP
238
Total Wealth Planning
Ohio
$5.78M +$5.89M +111,778 New
AW
239
ACG Wealth
Georgia
$5.74M +$4.69K +89 +0.1%
CTA
240
Chesley Taft & Associates
Illinois
$5.73M -$11.1K -210 -0.2%
MM
241
Main Management
California
$5.63M
B
242
Bellecapital
Switzerland
$5.58M -$164K -3,110 -3%
GL
243
Graypoint LLC
New York
$5.5M +$486K +9,217 +9%
FSWA
244
Financial Synergies Wealth Advisors
Texas
$5.48M -$13.6M -258,200 -71%
IA
245
IFS Advisors
Kansas
$5.45M +$929K +17,625 +20%
SSWM
246
Smith Salley Wealth Management
North Carolina
$5.43M +$5.53M +104,983 New
BIAS
247
Beacon Investment Advisory Services
New Jersey
$5.37M -$669K -12,686 -11%
WBG
248
Wharton Business Group
Pennsylvania
$5.25M +$957K +18,160 +22%
CCT
249
Capital City Trust
Florida
$5.18M -$127K -2,417 -2%
MIA
250
MMBG Investment Advisors
Florida
$5.15M

IGSB Hedge Fund Activity: Q1 2022 in Review

925 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q1 2022, worth a combined $15.2B — down 3.6% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of IGSB and 90 opened new positions — a net loss of 9 holders — while 396 trimmed existing stakes and 295 added.

The largest buyer was Fidelity Investments, adding an estimated $394M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $253M.

  • 925 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q1 2022, down from 945 in Q4 2021.
  • Funds reported $15.2B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q1 2022, down 3.6% quarter-over-quarter.
  • 90 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q1 2022 and 99 closed out, a net change of -9 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2022 was Fidelity Investments, an estimated $394M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q1 2022 was Brown Brothers Harriman & Co, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2022.