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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
HFA
426
High Falls Advisors
New York
$1.5M -$1.74K -33 -0.1%
GWM
427
Grand Wealth Management
Michigan
$1.49M +$1.14M +21,632 +305%
RCAG
428
Rehmann Capital Advisory Group
Michigan
$1.48M +$353K +6,692 +31%
C1AG
429
Client 1st Advisory Group
Florida
$1.48M -$85K -1,613 -5%
OPS
430
Orion Portfolio Solutions
Nebraska
$1.48M -$3.93M -74,504 -72%
CAG
431
Crestwood Advisors Group
Massachusetts
$1.48M +$49.9K +947 +3%
EGA
432
Eagle Global Advisors
Texas
$1.46M -$327K -6,200 -18%
OIA
433
OneDigital Investment Advisors
Kansas
$1.46M -$131K -2,477 -8%
FA
434
Fermata Advisors
California
$1.43M -$289K -5,484 -17%
FIBT
435
First International Bank & Trust
North Dakota
$1.43M +$72.3K +1,371 +5%
LPIC
436
LeJeune Puetz Investment Counsel
Michigan
$1.42M +$26.5K +503 +2%
BP
437
Ballentine Partners
Massachusetts
$1.4M -$93.6K -1,776 -6%
CIC
438
Carnegie Investment Counsel
Ohio
$1.38M +$20.4K +387 +1%
Cerity Partners
439
Cerity Partners
New York
$1.37M -$46.2K -877 -3%
CIA
440
Capital Investment Advisors
Georgia
$1.36M -$22.2K -422 -2%
SWM
441
Stockman Wealth Management
Montana
$1.36M
MA
442
MBA Advisors
Pennsylvania
$1.35M -$360K -6,823 -21%
OIA
443
Optimum Investment Advisors
Illinois
$1.32M +$93.8K +1,780 +8%
GAM
444
Gemmer Asset Management
California
$1.3M +$1.1M +20,795 +483%
Millennium Management
445
Millennium Management
New York
$1.28M +$1.01M +19,075 +339%
WP
446
WMS Partners
Maryland
$1.26M
PHS
447
Pekin Hardy Strauss
Illinois
$1.25M +$26.4K +500 +2%
GGI
448
Godsey & Gibb Inc
Virginia
$1.25M +$70.1K +1,329 +6%
AA
449
Alesco Advisors
New York
$1.24M
AAS
450
Ameritas Advisory Services
Nebraska
$1.23M -$252K -4,786 -17%

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.