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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
DC
301
Davenport & Co
Virginia
$3.38M -$195K -3,693 -5%
CAC
302
Certified Advisory Corp
Florida
$3.24M +$462K +8,766 +16%
PA
303
Pinnacle Associates
New York
$3.24M +$9.75K +185 +0.3%
NSCM
304
New South Capital Management
Tennessee
$3.17M +$478K +9,075 +17%
PAS
305
Park Avenue Securities
New York
$3.08M -$8.17M -154,980 -72%
SFG
306
Summit Financial Group
West Virginia
$3.07M -$178K -3,370 -5%
HCP
307
Holt Capital Partners
Texas
$3.03M -$103K -1,945 -3%
TFP
308
Tilia Fiduciary Partners
North Carolina
$2.96M -$68.1K -1,291 -2%
MAG
309
MRA Advisory Group
New Jersey
$2.94M +$264K +5,010 +10%
FBA
310
Front Barnett Associates
Illinois
$2.94M -$140K -2,650 -4%
BEI
311
Benjamin Edwards Inc
Missouri
$2.92M +$1.4M +26,591 +89%
GCA
312
Gradient Capital Advisors
California
$2.91M -$193K -3,669 -6%
First Trust Advisors
313
First Trust Advisors
Illinois
$2.89M +$23.7K +449 +0.8%
BWM
314
Bulltick Wealth Management
Florida
$2.88M -$4.81M -91,200 -62%
CWM
315
Calamos Wealth Management
Illinois
$2.87M +$645K +12,241 +28%
1WM
316
1900 Wealth Management
Texas
$2.86M -$732K -13,886 -20%
SWP
317
Stratos Wealth Partners
Ohio
$2.84M +$35K +663 +1%
AFAS
318
Acorn Financial Advisory Services
Virginia
$2.84M -$509K -9,649 -15%
ASN
319
Advisory Services Network
Georgia
$2.84M -$824K -15,629 -22%
WA
320
Winfield Associates
Ohio
$2.83M +$1.69K +32 +0.1%
BAM
321
Byrne Asset Management
New Jersey
$2.82M +$692K +13,125 +32%
WCM
322
Washington Capital Management
Washington
$2.81M
HAIM
323
Hunter Associates Investment Management
Pennsylvania
$2.81M
SFG
324
Sage Financial Group
Pennsylvania
$2.81M -$20.3M -384,511 -88%
HKAM
325
Horizon Kinetics Asset Management
New York
$2.79M

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.