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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
MD
51
Money Design
Japan
$46.4M +$4.96M +94,089 +12%
RMDI
52
R.M. Davis Inc
Maine
$46.1M -$24.5M -465,689 -34%
EWA
53
EP Wealth Advisors
California
$45.4M +$25.3M +479,056 +120%
BMM
54
Buffington Mohr McNeal
Idaho
$44.1M -$305K -5,792 -0.7%
OWP
55
Obermeyer Wealth Partners
Colorado
$42.4M +$18.6K +352 +0%
Mariner
56
Mariner
Kansas
$41.6M -$9.74M -184,791 -19%
MG
57
Mather Group
Illinois
$39.3M +$1.67M +31,637 +4%
UCFA
58
United Capital Financial Advisors
Texas
$39.2M +$6.62M +125,554 +20%
HNB
59
Huntington National Bank
Ohio
$38.7M
PI
60
Parkside Investments
Illinois
$38.3M +$2.09M +39,620 +6%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$37.9M -$6.51M -123,564 -14%
CT
62
Caldwell Trust
Florida
$37.7M -$2.97M -56,340 -7%
MPM
63
Meritage Portfolio Management
Kansas
$36.1M -$9.83M -186,529 -21%
HighTower Advisors
64
HighTower Advisors
Illinois
$36.1M +$1.81M +34,403 +5%
ZIG
65
Zurich Insurance Group
Switzerland
$35.1M
AFIMH
66
American Family Insurance Mutual Holding
Wisconsin
$34.7M +$9.75M +185,000 +38%
EK
67
Evensky & Katz
Florida
$34.3M +$1.35M +25,598 +4%
VRM
68
Vectors Research Management
New York
$34.1M +$7.57M +143,512 +28%
HC
69
HNP Capital
New York
$33.3M +$6.93M +131,537 +26%
CIC
70
Cutler Investment Counsel
Oregon
$33.2M +$6.99M +132,603 +26%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$32.1M -$422K -8,003 -1%
NC
72
NewSquare Capital
Pennsylvania
$31.3M -$339K -6,439 -1%
Allspring Global Investments
73
Allspring Global Investments
North Carolina
$31M -$232K -4,400 -0.7%
FEG
74
Fund Evaluation Group
Ohio
$30.7M +$20.7M +392,850 +196%
AAP
75
Arax Advisory Partners
Colorado
$29M -$1.59M -30,116 -5%

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.