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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

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: 945 → 925 (-20)

7% less funds holding in top 10

Funds holding in top 10: 103 → 96 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$394M
2
AssetMark Inc
AssetMark Inc
California
+$178M
3
ACG
Arch Capital Group
Bermuda
+$150M
4
Goldman Sachs
Goldman Sachs
New York
+$82.4M
5
Northern Trust
Northern Trust
Illinois
+$77.8M

Top Sellers

Rank Fund Capital Flow
1
BBHC
Brown Brothers Harriman & Co
New York
-$253M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$165M
3
LPL Financial
LPL Financial
California
-$111M
4
Morgan Stanley
Morgan Stanley
New York
-$79.1M
5
JP Morgan Chase
JP Morgan Chase
New York
-$56.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
676
Garrison Point Advisors
California
$357K -$1.32K -25 -0.4%
SEI Investments
677
SEI Investments
Pennsylvania
$357K +$368K +6,975 New
ACWM
678
Adams Chetwood Wealth Management
North Carolina
$355K -$5.96K -113 -2%
PPW
679
Pinnacle Private Wealth
Massachusetts
$354K -$55K -1,043 -13%
NEWAS
680
N.E.W. Advisory Services
Wisconsin
$354K +$343K +6,499 New
PIA
681
Pinion Investment Advisors
Kansas
$353K +$360K +6,827 New
VCAM
682
Van Cleef Asset Management
Ohio
$352K – – –
NB
683
NBT Bank
New York
$350K – – –
FAIM
684
Financial Advocates Investment Management
Washington
$350K +$4.59K +87 +1%
AOWM
685
Alpha Omega Wealth Management
Virginia
$348K – – –
ASBI
686
American State Bank (Iowa)
Iowa
$347K -$322K -6,100 -48%
AT
687
Arden Trust
Delaware
$347K -$12K -227 -3%
MOS
688
MGO One Seven
Ohio
$347K +$16K +303 +5%
CL
689
Choreo LLC
Illinois
$345K +$2.37K +45 +0.7%
ATC
690
Argent Trust Co
Tennessee
$342K – – –
SFA
691
Sequoia Financial Advisors
Ohio
$342K +$349K +6,617 New
ST
692
Spinnaker Trust
Maine
$341K – – –
EAM
693
Evanson Asset Management
California
$340K +$580 +11 +0.2%
SVWAG
694
Sound View Wealth Advisors Group
Georgia
$335K – – –
Principal Financial Group
695
Principal Financial Group
Iowa
$335K +$341K +6,471 New
DHGWA
696
Dixon Hughes Goodman Wealth Advisors
North Carolina
$331K +$11.8K +224 +4%
ICG
697
InterOcean Capital Group
Tennessee
$331K +$337K +6,395 New
WA
698
WBH Advisory
Maryland
$329K +$340K +6,455 New
FA
699
Flagstar Advisors
New York
$328K +$16.2K +307 +5%
9WM
700
9258 Wealth Management
Ohio
$328K +$137K +2,602 +69%
26 27
28
29 30

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.