We are live on ! Find out more
IGSB icon

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
AWM
351
Ameliora Wealth Management
Switzerland
$2.39M +$2.64M +50,133 New
TCWA
352
Ten Capital Wealth Advisors
Washington
$2.38M +$448K +8,498 +23%
FNBT
353
FineMark National Bank & Trust
Florida
$2.38M -$245K -4,650 -9%
CW
354
CreativeOne Wealth
Kansas
$2.34M -$473K -8,967 -17%
JE
355
JMAC Enterprises
Pennsylvania
$2.31M +$90.6K +1,719 +4%
HPM
356
Hudson Portfolio Management
New York
$2.3M -$84.3K -1,600 -3%
MPWT
357
MassMutual Private Wealth & Trust
Connecticut
$2.3M +$596K +11,313 +34%
RG
358
Rathbones Group
United Kingdom
$2.29M -$45.5K -864 -2%
HWM
359
Hemington Wealth Management
Virginia
$2.28M +$2.07M +39,341 +834%
TCWM
360
Total Clarity Wealth Management
Illinois
$2.25M -$127K -2,400 -5%
GDP
361
Great Diamond Partners
Maine
$2.24M +$1.3M +24,575 +131%
GWM
362
Graybill Wealth Management
Illinois
$2.21M +$91.5K +1,735 +4%
AWM
363
Avior Wealth Management
Nebraska
$2.19M +$498K +9,450 +29%
CA
364
Continuum Advisory
Idaho
$2.19M +$2M +37,872 +747%
AP
365
Advisor Partners
California
$2.15M +$1.9M +36,135 +675%
WP
366
WealthSource Partners
California
$2.13M +$951K +18,043 +78%
SBH
367
Segall Bryant & Hamill
Illinois
$2.1M +$2.14M +40,555 New
WTC
368
WhitTier Trust Company
Nevada
$2.04M -$33.4K -634 -2%
VFA
369
Voya Financial Advisors
Connecticut
$2.04M -$2.05M -38,983 -50%
CAG
370
Csenge Advisory Group
Florida
$2.03M -$2.77M -52,637 -57%
WAS
371
Wealth Advisory Solutions
Indiana
$2.03M +$2.07M +39,300 New
YIA
372
YHB Investment Advisors
Connecticut
$2.01M -$1.74M -33,062 -46%
CCWA
373
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2M -$655K -12,425 -24%
AIM
374
Astor Investment Management
Illinois
$2M -$2.6M -49,315 -56%
RC
375
Roundview Capital
New Jersey
$2M -$1.03M -19,453 -34%

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.