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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
WSTAM
376
Wilbanks Smith & Thomas Asset Management
Virginia
$1.97M +$327K +6,204 +19%
MMA
377
Miracle Mile Advisors
California
$1.94M -$10.4M -197,399 -84%
IFS
378
Ifrah Financial Services
Arkansas
$1.93M +$14.1K +268 +0.7%
FCMT
379
Founders Capital Management (Texas)
Texas
$1.93M
MCC
380
Money Concepts Capital
Florida
$1.92M -$133K -2,518 -6%
NSB
381
Norway Savings Bank
Maine
$1.92M -$32.4K -614 -2%
EA
382
Emerald Advisors
Washington
$1.89M +$293K +5,555 +18%
RCG
383
Rock Creek Group
District of Columbia
$1.87M -$1.5M -28,445 -44%
HSA
384
HBK Sorce Advisory
Pennsylvania
$1.86M
CGFA
385
Colton Groome Financial Advisors
North Carolina
$1.86M -$177K -3,351 -9%
Kayne Anderson Rudnick Investment Management
386
Kayne Anderson Rudnick Investment Management
California
$1.85M +$235K +4,450 +14%
CFAM
387
Center For Asset Management
Florida
$1.84M +$1.04M +19,697 +124%
Lido Advisors
388
Lido Advisors
California
$1.82M +$266K +5,044 +17%
GC
389
Gilbert & Cook
Iowa
$1.82M -$1.67M -31,734 -47%
KA
390
Kovack Advisors
Florida
$1.81M -$581K -11,026 -24%
IDA
391
Intelligence Driven Advisers
California
$1.77M +$1.45M +27,453 +393%
KWM
392
Kingsview Wealth Management
Oregon
$1.74M -$1.49M -28,314 -46%
PFS
393
Prospera Financial Services
Texas
$1.74M -$79.8K -1,514 -4%
OHWP
394
Oak Harbor Wealth Partners
North Carolina
$1.74M
MAM
395
Meeder Asset Management
Ohio
$1.73M -$1.43M -27,187 -45%
ISL
396
Ingalls & Snyder LLC
New York
$1.73M -$63.3K -1,200 -3%
LIM
397
Leavell Investment Management
Alabama
$1.7M -$29.3K -555 -2%
HWM
398
Howard Wealth Management
Connecticut
$1.69M -$80.4K -1,526 -4%
PWA
399
Physician Wealth Advisors
Utah
$1.69M +$554K +10,506 +46%
Bessemer Group
400
Bessemer Group
New Jersey
$1.69M +$52.7K +1,000 +3%

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.