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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
SW
451
SkyOak Wealth
Michigan
$1.22M -$64.8K -1,229 -5%
GW
452
GW & Wade
Massachusetts
$1.22M +$3.79K +72 +0.3%
GSEP
453
Golden State Equity Partners
California
$1.21M +$1.23M +23,414 New
FCA
454
FLC Capital Advisors
California
$1.2M -$2.11M -40,021 -63%
PF
455
Phoenix Financial
Israel
$1.2M -$81.4K -1,545 -6%
GM
456
GeoWealth Management
Illinois
$1.18M -$3.68M -69,866 -75%
DI
457
Disciplined Investments
Oklahoma
$1.18M +$552K +10,475 +86%
HH
458
Hilltop Holdings
Texas
$1.17M -$144K -2,741 -11%
AO
459
Advisor OS
Illinois
$1.17M
SCA
460
Stonebridge Capital Advisors
Minnesota
$1.16M
SWM
461
SeaCrest Wealth Management
New York
$1.15M -$336K -6,373 -22%
EM
462
Excalibur Management
Massachusetts
$1.14M -$556K -10,540 -32%
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$1.11M -$50.4M -956,569 -98%
1IA
464
1834 Investment Advisors
Wisconsin
$1.1M -$378K -7,172 -25%
TAM
465
Tocqueville Asset Management
New York
$1.1M +$1.12M +21,261 New
CAAS
466
Capital Asset Advisory Services
Michigan
$1.1M -$1.41M -26,785 -56%
PCG
467
Private Capital Group
Connecticut
$1.09M -$276K -5,238 -20%
SP
468
Successful Portfolios
Florida
$1.08M -$98.4K -1,867 -8%
GWM
469
Geneos Wealth Management
Colorado
$1.07M -$2.35M -44,620 -68%
SWP
470
Strategic Wealth Partners
Ohio
$1.07M -$87.1K -1,652 -7%
Fiera Capital (Canada)
471
Fiera Capital (Canada)
Quebec, Canada
$1.06M -$200K -3,794 -16%
LB
472
Legacy Bridge
Iowa
$1.06M
IAA
473
Ironsides Asset Advisors
North Carolina
$1.05M
IWP
474
Icon Wealth Partners
Texas
$1.04M +$76K +1,441 +8%
CS
475
Credit Suisse
Switzerland
$1.03M +$1.05M +20,000 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.