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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
KWS
651
Keystone Wealth Services
California
$407K -$535K -10,143 -56%
OPA
652
Old Port Advisors
Maine
$406K -$7.38K -140 -2%
LAS
653
LWM Advisory Services
Florida
$403K
ClearBridge Investments
654
ClearBridge Investments
New York
$402K +$3.32K +63 +0.8%
CAM
655
Covenant Asset Management
New Jersey
$401K
CSA
656
Cottage Street Advisors
Massachusetts
$392K +$25.4K +482 +7%
CAM
657
Cresset Asset Management
Illinois
$392K +$105K +1,987 +35%
TNB
658
Thomasville National Bank
Georgia
$388K
SOS
659
Silver Oak Securities
Tennessee
$384K +$394K +7,482 New
IF
660
Intrua Financial
Texas
$381K -$82.6K -1,566 -18%
BTWM
661
Baker Tilly Wealth Management
Wisconsin
$378K -$53.1K -1,008 -12%
SSWM
662
Sheets Smith Wealth Management
North Carolina
$378K +$12.2K +231 +3%
FAFN
663
First Affirmative Financial Network
Colorado
$378K +$37.2K +705 +11%
FPAS
664
Focus Partners Advisor Solutions
Missouri
$378K +$386K +7,314 New
SHJ
665
Sharkey, Howes & Javer
Colorado
$372K -$377K -7,147 -50%
VCM
666
Vivaldi Capital Management
Illinois
$372K
CNB
667
Camden National Bank
Maine
$371K
RF
668
RHS Financial
California
$369K -$222K -4,210 -37%
SFO
669
Stokes Family Office
Louisiana
$365K -$634K -12,023 -63%
AF
670
Advisornet Financial
Minnesota
$365K +$19.6K +372 +6%
EWM
671
Evermay Wealth Management
Virginia
$365K +$47.5K +901 +15%
VWA
672
V Wealth Advisors
Kansas
$363K -$210K -3,984 -36%
CCG
673
Ceeto Capital Group
Florida
$362K
OMC
674
Overbrook Management Corp
New York
$362K
PR
675
Payden & Rygel
California
$362K +$36.9K +700 +11%

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.