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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
MA
601
MAS Advisors
Florida
$512K -$496K -9,400 -49%
TSS
602
Two Sigma Securities
New York
$510K -$209K -3,961 -29%
FPFS
603
First Personal Financial Services
North Carolina
$509K -$1.16K -22 -0.2%
JSL
604
JT Stratford LLC
Georgia
$508K +$2.64K +50 +0.5%
HCM
605
Highview Capital Management
Illinois
$506K +$516K +9,781 New
IP
606
Ignite Planners
California
$505K -$81.2K -1,540 -13%
MIC
607
Meridian Investment Counsel
California
$503K -$474K -9,000 -48%
AAM
608
Advisors Asset Management
Colorado
$500K +$78.1K +1,482 +18%
SWM
609
Selective Wealth Management
Virginia
$497K +$335K +6,353 +195%
SCM
610
Schnieders Capital Management
California
$494K
TWC
611
TD Waterhouse Canada
Ontario, Canada
$494K -$30.2K -572 -6%
TC
612
TAP Consulting
Missouri
$492K +$1.21K +23 +0.2%
SWM
613
SigFig Wealth Management
California
$491K -$854K -16,203 -88%
MCM
614
Mattern Capital Management
Colorado
$491K -$226K -4,293 -31%
SS
615
Simplicity Solutions
Minnesota
$490K +$500K +9,480 New
DFC
616
DBK Financial Counsel
Ohio
$485K
T
617
TrueFG
Texas
$481K +$738 +14 +0.2%
WHG
618
Westwood Holdings Group
Texas
$479K -$5.01K -95 -1%
Kovitz Investment Group Partners
619
Kovitz Investment Group Partners
Illinois
$477K -$917K -17,402 -65%
GRP
620
Global Retirement Partners
California
$471K +$486K +9,214 New
SW
621
SteelPeak Wealth
California
$466K -$2.73M -51,807 -85%
MRCM
622
M&R Capital Management
New Jersey
$465K
EWM
623
Evercore Wealth Management
New York
$463K
CHAM
624
Clear Harbor Asset Management
Connecticut
$462K -$61.1K -1,160 -11%
AWM
625
AllSquare Wealth Management
New York
$459K

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.