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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
ONB
501
Old National Bancorp
Indiana
$926K +$46.2K +876 +5%
B
502
Bailard
California
$925K -$6.8M -129,028 -88%
SCA
503
Stokes Capital Advisors
South Carolina
$903K +$920K +17,453 New
CAL
504
Capital Analysts LLC
Pennsylvania
$890K -$1.05K -20 -0.1%
PA
505
Parallel Advisors
California
$888K -$338K -6,412 -27%
TA
506
TrueWealth Advisors
Alabama
$884K
EWM
507
Empirical Wealth Management
Washington
$880K -$24K -455 -3%
EAM
508
Eagle Asset Management
Florida
$874K -$287K -5,436 -24%
CCM
509
Canal Capital Management
Virginia
$858K +$3.16K +60 +0.4%
SCA
510
Stillwater Capital Advisors
Pennsylvania
$848K -$20M -380,011 -96%
PWMAG
511
Pinnacle Wealth Management Advisory Group
New Jersey
$845K +$26.4K +500 +3%
CWS
512
Cypress Wealth Services
California
$843K -$1.58M -29,973 -65%
EDRH
513
Edmond de Rothschild Holding
Switzerland
$837K +$301K +5,705 +54%
LWP
514
Legacy Wealth Planning
Nevada
$826K +$209K +3,959 +33%
AWM
515
Aries Wealth Management
Maine
$822K -$5.05M -95,733 -86%
OFG
516
Omega Financial Group
California
$822K +$838K +15,896 New
MFA
517
Mayflower Financial Advisors
Massachusetts
$818K -$10.5K -200 -1%
RCIM
518
Red Cedar Investment Management
Michigan
$811K
JC
519
JB Capital
Connecticut
$791K -$4.9M -92,865 -86%
FUBT
520
First United Bank & Trust
Maryland
$787K -$268K -5,078 -25%
FF
521
FourThought Financial
Florida
$786K -$43.5K -825 -5%
CSIA
522
Charles Schwab Investment Advisory
California
$783K +$39.1K +741 +5%
PA
523
Procyon Advisors
Connecticut
$778K -$332K -6,304 -30%
FDCDDQ
524
Federation des caisses Desjardins du Quebec
Quebec, Canada
$760K +$170K +3,220 +28%
SIA
525
Strategic Investment Advisors
Michigan
$759K -$89.4K -1,695 -10%

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.