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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
KeyBank National Association
26
KeyBank National Association
Ohio
$99.2M -$2.48M -47,060 -2%
EVM
27
Eaton Vance Management
Massachusetts
$95.9M +$36.2M +687,174 +59%
OCM
28
One Capital Management
California
$89.5M +$8.86M +168,078 +11%
FT
29
Fiduciary Trust
Massachusetts
$87.8M -$14.4M -273,661 -14%
Osaic Holdings
30
Osaic Holdings
Arizona
$86.5M -$15.8M -299,433 -19%
SI
31
Stephens Inc
Arkansas
$84M -$5.61M -106,331 -6%
SL
32
Summitry LLC
California
$84M -$321K -6,087 -0.4%
SMFG
33
Sumitomo Mitsui Financial Group
Japan
$79.2M -$12.4M -235,538 -13%
HTC
34
Haverford Trust Company
Pennsylvania
$79.1M +$3.91M +74,183 +5%
SLF
35
Sun Life Financial
Ontario, Canada
$78M -$8.38M -159,000 -10%
TLFA
36
True Link Financial Advisors
California
$75M +$10M +190,439 +15%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$74.4M -$16.7M -316,260 -18%
BSB
38
Bangor Savings Bank
Maine
$73.8M -$17M -322,583 -18%
LPL Financial
39
LPL Financial
California
$73.5M -$111M -2,114,175 -60%
MCWS
40
McKinley Carter Wealth Services
West Virginia
$67.9M +$2.69M +50,968 +4%
DWM
41
Destination Wealth Management
California
$67.4M +$2.01M +38,081 +3%
SFM
42
Soros Fund Management
New York
$57.6M
SGAM
43
Stephens Group Asset Management
Arkansas
$57M +$490K +9,294 +0.8%
JP Morgan Chase
44
JP Morgan Chase
New York
$55.6M -$56.4M -1,069,754 -50%
FLPIM
45
F.L. Putnam Investment Management
Massachusetts
$52.9M +$8.82M +167,381 +20%
AFG
46
Arkansas Financial Group
Arkansas
$52.8M +$95.9K +1,820 +0.2%
RH
47
RenaissanceRe Holdings
Bermuda
$51.7M +$52.7M +1,000,000 New
MWM
48
MTC Wealth Management
Florida
$51.5M +$5.32M +100,845 +11%
PFA
49
Pure Financial Advisors
California
$50.1M +$8.73M +165,595 +21%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$49.2M -$1.48M -28,166 -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.