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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
BWAM
526
Boyd Watterson Asset Management
Ohio
$758K -$167K -3,163 -18%
RA
527
RFG Advisory
Alabama
$757K -$80.9K -1,534 -9%
SWA
528
Sutton Wealth Advisors
Florida
$744K -$140K -2,655 -16%
SB
529
Simmons Bank
Arkansas
$737K
PFM
530
Phillips Financial Management
Indiana
$736K +$132K +2,507 +21%
AIM
531
Alhambra Investment Management
Florida
$727K +$178K +3,376 +32%
WIA
532
World Investment Advisors
California
$725K -$1.76M -33,405 -70%
CIBC Private Wealth Group
533
CIBC Private Wealth Group
Georgia
$725K +$147K +2,790 +25%
Fisher Asset Management
534
Fisher Asset Management
Washington
$719K +$165K +3,135 +29%
Prudential Financial
535
Prudential Financial
New Jersey
$715K -$879K -16,678 -55%
BS
536
Banco Santander
Spain
$709K
CWM
537
Congress Wealth Management
Massachusetts
$705K +$398K +7,558 +124%
MBT
538
Montecito Bank & Trust
California
$699K +$38.2K +724 +6%
FHA
539
First Horizon Advisors
Tennessee
$692K -$343K -6,505 -33%
RW
540
Rede Wealth
Virginia
$692K +$42.2K +800 +6%
FFWM
541
Future Financial Wealth Management
Ohio
$688K
CFG
542
Citizens Financial Group
Rhode Island
$683K +$147K +2,798 +27%
RWP
543
Ridgecrest Wealth Partners
California
$679K -$3.27M -62,113 -83%
CGA
544
Crescent Grove Advisors
Illinois
$675K
AFO
545
Allie Family Office
Florida
$674K -$100K -1,900 -13%
PWLP
546
Prio Wealth Limited Partnership
Massachusetts
$672K +$58.3K +1,106 +9%
PWS
547
Peloton Wealth Strategists
Indiana
$667K +$20.6K +391 +3%
WFC
548
Western Financial Corp
California
$654K -$2.04M -38,629 -75%
AC
549
Apella Capital
Connecticut
$652K +$10.2K +194 +2%
AA
550
Auxano Advisors
Washington
$650K

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.