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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
ECM
326
Evergreen Capital Management
Washington
$2.78M
ZIM
327
Zacks Investment Management
Illinois
$2.76M +$120K +2,274 +4%
SFG
328
Sovereign Financial Group
Connecticut
$2.71M -$1.87M -35,563 -40%
BPA
329
Beacon Pointe Advisors
California
$2.69M +$1.88M +35,622 +218%
IP
330
Investment Partners
Ohio
$2.68M +$209K +3,972 +8%
SWM
331
Spire Wealth Management
Virginia
$2.64M -$694K -13,174 -21%
AAS
332
Avantax Advisory Services
Texas
$2.63M +$1.28M +24,284 +92%
BAM
333
Belpointe Asset Management
Nevada
$2.58M +$1.33M +25,202 +102%
HW
334
Hancock Whitney
Mississippi
$2.56M +$338K +6,418 +15%
Comerica Bank
335
Comerica Bank
Texas
$2.54M +$410K +7,778 +19%
KCM
336
Kanawha Capital Management
Virginia
$2.54M -$19.5K -370 -0.7%
WI
337
WrapManager Inc
California
$2.54M +$260K +4,937 +11%
BFEC
338
Benjamin F. Edwards & Company
Missouri
$2.51M -$2.53M -47,933 -50%
BCV
339
Banque Cantonale Vaudoise
Switzerland
$2.51M +$795K +15,082 +45%
GVAG
340
Great Valley Advisor Group
Delaware
$2.5M -$228K -4,328 -8%
HWMA
341
Heritage Wealth Management (Arizona)
Arizona
$2.46M +$2.51M +47,617 New
ECA
342
Elevated Capital Advisors
Utah
$2.46M +$2.5M +47,483 New
IA
343
IndexIQ Advisors
New York
$2.45M +$2.5M +47,394 New
IAG
344
Investment Advisory Group
Massachusetts
$2.43M +$18.7K +355 +0.8%
LBC
345
Lowe Brockenbrough & Co
Virginia
$2.43M +$2.48M +46,977 New
IWA
346
IVC Wealth Advisors
Pennsylvania
$2.42M +$212K +4,021 +9%
FWIA
347
Fort Washington Investment Advisors
Ohio
$2.42M -$5.27K -100 -0.2%
NPP
348
New Potomac Partners
Maryland
$2.42M -$14.3K -272 -0.6%
CCMD
349
Cypress Capital Management (Delaware)
Delaware
$2.39M -$103K -1,954 -4%
Bank of Nova Scotia
350
Bank of Nova Scotia
Ontario, Canada
$2.39M +$2.44M +46,200 New

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.