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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
TSA
476
Tri-Star Advisors
Texas
$1.02M -$5.37M -101,789 -84%
FWP
477
FAS Wealth Partners
Kansas
$1M -$242K -4,600 -19%
OWA
478
Octavia Wealth Advisors
Ohio
$999K -$131K -2,485 -11%
KWA
479
KCS Wealth Advisory
California
$998K
SFA
480
Semmax Financial Advisors
North Carolina
$996K -$530K -10,054 -34%
T
481
TNF
Montana
$995K -$405K -7,675 -28%
CWM
482
Cabot Wealth Management
Massachusetts
$985K +$10.3K +196 +1%
SA
483
SL Advisors
New Jersey
$984K
SRC
484
Sage Rhino Capital
California
$983K
EH
485
Equitable Holdings
New York
$982K -$47.1K -893 -4%
IIC
486
Integrated Investment Consultants
Michigan
$978K -$373K -7,070 -27%
PSUF
487
People's United Financial
Connecticut
$966K -$151K -2,872 -13%
3F
488
360 Financial
Minnesota
$961K
BFA
489
Beaumont Financial Advisors
Massachusetts
$960K +$63.1K +1,197 +7%
DIA
490
Dana Investment Advisors
Wisconsin
$960K +$77.4K +1,469 +9%
IWM
491
IHT Wealth Management
Illinois
$959K -$165K -3,132 -14%
PIMG
492
Patriot Investment Management Group
Tennessee
$958K -$621K -11,780 -39%
WP
493
WealthPLAN Partners
Nebraska
$958K -$32.7K -621 -3%
WIM
494
WealthPlan Investment Management
Nebraska
$958K +$992K +18,825 New
KP
495
Keel Point
Alabama
$957K +$44.8K +849 +5%
NL
496
NWAM LLC
Washington
$952K +$477K +9,048 +97%
GWAM
497
Guardian Wealth Advisors (Minnesota)
Minnesota
$951K -$47K -891 -5%
CA
498
CGN Advisors
Kansas
$940K +$308K +5,835 +47%
RPCA
499
Running Point Capital Advisors
California
$933K +$104K +1,971 +12%
FLA
500
Financial Life Advisors
Texas
$931K +$46.7K +886 +5%

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.