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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
AF
576
Aldebaran Financial
$585K +$596K +11,313 New
National Bank of Canada
577
National Bank of Canada
Quebec, Canada
$583K +$224K +4,240 +60%
DWP
578
Destiny Wealth Partners
Florida
$575K -$62.5K -1,185 -10%
KF
579
Krilogy Financial
Missouri
$567K +$1.69K +32 +0.3%
SFG
580
Sunburst Financial Group
Alabama
$567K +$578K +10,966 New
LWA
581
Lineweaver Wealth Advisors
Ohio
$564K -$810K -15,370 -58%
SFP
582
Shepherd Financial Partners
Massachusetts
$562K -$115K -2,186 -17%
CIP
583
Chartwell Investment Partners
Pennsylvania
$561K +$54K +1,025 +10%
PWG
584
Private Wealth Group
Florida
$559K
BAAM
585
Baker Avenue Asset Management
California
$558K -$70K -1,328 -11%
WS
586
Wedbush Securities
California
$555K +$84.8K +1,608 +18%
S
587
Surevest
California
$553K -$2.1M -39,746 -79%
MA
588
MUFG Americas
New York
$548K -$120K -2,284 -18%
WWP
589
WR Wealth Planners
Missouri
$544K +$555K +10,525 New
KFP
590
KMG Fiduciary Partners
Ohio
$540K -$261K -4,950 -32%
NB
591
Nicolet Bankshares
Wisconsin
$540K -$16.2K -308 -3%
CWP
592
CFM Wealth Partners
Texas
$531K -$316 -6 -0%
BCM
593
Brookstone Capital Management
Illinois
$528K -$1.36M -25,737 -71%
SNBOSD
594
Security National Bank of So Dak
Iowa
$526K -$105K -2,000 -16%
USCWA
595
U.S. Capital Wealth Advisors
Texas
$523K
AWM
596
Alterna Wealth Management
Texas
$520K -$1.03M -19,567 -66%
GCA
597
Greenwood Capital Associates
South Carolina
$519K
ERIM
598
Eagle Ridge Investment Management
Connecticut
$516K
MGIA
599
Matthew Goff Investment Advisor
Texas
$515K -$1.74M -33,038 -77%
BCM
600
Boltwood Capital Management
California
$514K +$201K +3,810 +62%

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.