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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
DHFB
251
Dixon Hubard Feinour & Brown
Virginia
$5.06M +$149K +2,828 +3%
ANTB
252
AMG National Trust Bank
Colorado
$5.06M -$557K -10,575 -10%
BWA
253
BlueSky Wealth Advisors
North Carolina
$5.04M +$2.26M +42,786 +78%
BSA
254
Bull Street Advisors
Georgia
$5.04M +$10.1K +191 +0.2%
WA
255
Wealthstar Advisors
Texas
$4.93M -$372K -7,054 -7%
SB
256
Sunflower Bank
Texas
$4.93M -$847K -16,072 -14%
SCA
257
Snowden Capital Advisors
New York
$4.85M +$567K +10,750 +13%
4WM
258
4J Wealth Management
Virginia
$4.79M +$1.18M +22,430 +32%
Citadel Advisors
259
Citadel Advisors
Florida
$4.78M +$1.99M +37,729 +69%
PGFC
260
Peapack-Gladstone Financial Corp
New Jersey
$4.77M -$695K -13,190 -13%
BF
261
BOK Financial
Oklahoma
$4.76M -$164K -3,119 -3%
SPIA
262
Steward Partners Investment Advisory
New York
$4.74M -$229K -4,345 -5%
WCM
263
Wunderlich Capital Managemnt
Tennessee
$4.74M -$21.6K -410 -0.4%
MCP
264
Martin Capital Partners
Oregon
$4.71M -$8.49K -161 -0.2%
LG
265
LaFleur & Godfrey
Michigan
$4.69M -$867K -16,440 -15%
RCA
266
Resonant Capital Advisors
Wisconsin
$4.64M +$4.74M +89,910 New
FNBOSM
267
First National Bank of South Miami
Florida
$4.63M +$111K +2,098 +2%
OMC
268
Old Mission Capital
Illinois
$4.52M +$3.75M +71,213 +439%
HWAM
269
Hennion & Walsh Asset Management
New Jersey
$4.48M +$564K +10,693 +14%
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$4.42M +$373K +7,080 +9%
MA
271
Mutual Advisors
Nebraska
$4.39M -$363K -6,882 -7%
SPA
272
Shore Point Advisors
New Jersey
$4.38M +$385K +7,297 +9%
TPCW
273
TD Private Client Wealth
New York
$4.29M +$407K +7,726 +10%
AIA
274
Ally Invest Advisors
North Carolina
$4.26M -$54.3K -1,030 -1%
CAN
275
Cetera Advisor Networks
California
$4.25M -$2.68M -50,902 -38%

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.