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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
LF
551
Lantz Financial
Illinois
$646K +$89.8K +1,704 +16%
AUB
552
Atlantic Union Bankshares
Virginia
$639K +$4.06K +77 +0.6%
JCM
553
Janney Capital Management
Pennsylvania
$636K -$29.8K -566 -4%
WFAG
554
Wescott Financial Advisory Group
Pennsylvania
$634K +$647K +12,267 New
HIS
555
Horizon Investment Services
Indiana
$630K -$3.27K -62 -0.5%
CAM
556
Caprin Asset Management
Virginia
$629K -$22.6K -428 -3%
ISWM
557
Independent Solutions Wealth Management
New York
$626K -$50.1K -950 -7%
MIH
558
Meitav Investment House
Israel
$626K -$8.64K -164 -1%
SCA
559
SMH Capital Advisors
Texas
$625K +$637K +12,078 New
CH
560
Canton Hathaway
Rhode Island
$621K
TCPWM
561
Traverso Chambers Private Wealth Management
California
$617K -$15.1K -286 -2%
GA
562
Greytown Advisors
Florida
$616K
BBL
563
Beck Bode LLC
Massachusetts
$616K +$627K +11,901 New
SF
564
Synovus Financial
Georgia
$615K +$101K +1,913 +19%
AFA
565
American Financial Advisors
Georgia
$613K -$20.3K -385 -3%
BFO
566
Boston Family Office
Massachusetts
$612K
PWM
567
Perigon Wealth Management
California
$609K +$36.5K +692 +6%
AWA
568
Arkadios Wealth Advisors
Georgia
$606K -$299K -5,670 -33%
KPWS
569
Kestra Private Wealth Services
Texas
$604K -$1.9M -36,099 -76%
CCA
570
Cobblestone Capital Advisors
New York
$599K +$9.49K +180 +2%
BHWM
571
Beaird Harris Wealth Management
Texas
$595K +$53 +1 +0%
BWM
572
Baystate Wealth Management
Massachusetts
$593K -$185K -3,506 -23%
VCA
573
Verdence Capital Advisors
Maryland
$592K +$211 +4 +0%
FHB
574
First Hawaiian Bank
Hawaii
$591K +$738 +14 +0.1%
TIAM2
575
Tru Independence Asset Management 2
Oregon
$588K -$7.45M -141,384 -93%

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.