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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
SLWA
751
San Luis Wealth Advisors
California
$244K +$239K +4,537 New
SWA
752
Stratos Wealth Advisors
Ohio
$243K -$224K -4,258 -48%
CWM
753
C2C Wealth Management
Arizona
$243K
CB
754
CNB Bank
Pennsylvania
$242K +$98.8K +1,875 +67%
TF
755
TimeScale Financial
Massachusetts
$241K -$229K -4,342 -48%
FC
756
Fusion Capital
South Carolina
$241K -$9.91K -188 -4%
CF
757
Centaurus Financial
California
$240K -$89.3K -1,694 -27%
CAWM
758
Capital Advisors Wealth Management
Washington
$239K -$450K -8,543 -65%
CAG
759
Curtis Advisory Group
California
$238K +$10K +190 +4%
WWM
760
Windsor Wealth Management
Indiana
$237K +$3.9K +74 +2%
PCM
761
Penserra Capital Management
California
$237K +$7.86K +149 +3%
WCP
762
Wick Capital Partners
Pennsylvania
$237K +$241K +4,579 New
CIM
763
CIM Investment Management
Pennsylvania
$233K
SPWM
764
Schrum Private Wealth Management
Florida
$228K -$21.5K -408 -8%
PWW
765
Pettyjohn Wood & White
Virginia
$228K +$232K +4,400 New
ZB
766
Zions Bancorporation
Utah
$228K +$232K +4,400 New
RMAM
767
Raab & Moskowitz Asset Management
New Jersey
$225K -$2.53K -48 -1%
NCM
768
NCM Capital Management
New Jersey
$225K +$229K +4,353 New
BFA
769
Bragg Financial Advisors
North Carolina
$224K -$3.16K -60 -1%
CFIA
770
Cantor Fitzgerald Investment Advisors
New York
$224K
CA
771
CoreCap Advisors
Michigan
$223K -$88.4K -1,676 -28%
D
772
Diversified
Delaware
$223K +$228K +4,323 New
WI
773
Wintrust Investments
Illinois
$222K -$16.1K -305 -7%
CPA
774
Cardiff Park Advisors
California
$221K +$53 +1 +0%
TCA
775
Transcend Capital Advisors
New Jersey
$219K -$265K -5,025 -54%

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.