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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
WA
726
WealthTrust Axiom
Pennsylvania
$284K
CTFG
727
Capstone Triton Financial Group
Oklahoma
$282K -$46.1K -875 -14%
TTWM
728
TCV Trust & Wealth Management
Virginia
$279K
LIG
729
Lokken Investment Group
Delaware
$279K +$28.2K +535 +11%
CC
730
Copperleaf Capital
North Carolina
$278K -$143K -2,722 -34%
HFS
731
Haverford Financial Services
Pennsylvania
$277K -$165K -3,134 -37%
TI
732
tru Independence
Oregon
$276K +$8.17K +155 +3%
DE
733
Day & Ennis
Georgia
$274K -$1.25M -23,626 -82%
WMA
734
West Michigan Advisors
Michigan
$272K +$277K +5,262 New
TPA
735
Trivium Point Advisory
Connecticut
$271K -$543K -10,294 -66%
Koshinski Asset Management
736
Koshinski Asset Management
Illinois
$269K +$16.9K +321 +7%
FP
737
Financial Perspectives
Minnesota
$267K -$70.6K -1,340 -21%
LWAC
738
Laurel Wealth Advisors (California)
California
$267K -$38.8K -736 -12%
SW
739
SlateStone Wealth
Florida
$267K +$272K +5,153 New
BRWM
740
B. Riley Wealth Management
Tennessee
$260K -$330K -6,256 -55%
MPW
741
MA Private Wealth
California
$259K -$228K -4,327 -46%
GITFIT
742
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$259K +$264K +5,000 New
TPWA
743
TRUE Private Wealth Advisors
Oregon
$258K -$31.6K -600 -11%
CSIC
744
Clifford Swan Investment Counsel
California
$255K
EIA
745
Edgemoor Investment Advisors
Maryland
$251K -$12.4K -235 -5%
TCM
746
TD Capital Management
Tennessee
$249K
CAM
747
Concorde Asset Management
Michigan
$248K -$686K -13,010 -73%
TB
748
Terril Brothers
Missouri
$246K -$13.2K -250 -5%
MCA
749
Martin Capital Advisors
Texas
$246K -$10.5K -200 -4%
PCM
750
Parsons Capital Management
Rhode Island
$244K +$17.1K +325 +7%

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.