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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
NEPWA
776
New England Private Wealth Advisors
Massachusetts
$219K -$99.2K -1,881 -31%
SB
777
Strategic Blueprint
Georgia
$216K -$97.7K -1,853 -31%
FHA
778
Flagship Harbor Advisors
Massachusetts
$216K -$6.43K -122 -3%
SCA
779
STALEY CAPITAL ADVISERS
Pennsylvania
$215K -$35.1K -666 -14%
V
780
Veritable
Delaware
$215K – – –
VC
781
Vicus Capital
Pennsylvania
$215K +$422 +8 +0.2%
WAP
782
Wealthcare Advisory Partners
Pennsylvania
$213K +$6.27K +119 +3%
DP
783
Dearborn Partners
Illinois
$211K – – –
LNWWM
784
Laird Norton Wetherby Wealth Management
California
$211K – – –
BHTS
785
Bar Harbor Trust Services
Maine
$211K +$216K +4,089 New
WWM
786
Western Wealth Management
Colorado
$209K -$104K -1,967 -33%
GA
787
Gateway Advisory
New Jersey
$208K – – –
DTL
788
Dynamic Technology Lab
Singapore
$208K +$212K +4,028 New
ACA
789
Atlas Capital Advisors
Wyoming
$208K -$53.8K -1,020 -20%
ACM
790
Azimuth Capital Management
Michigan
$207K – – –
SFG
791
Snider Financial Group
Washington
$206K -$264K -5,004 -56%
RWB
792
RMR Wealth Builders
New Jersey
$205K – – –
C
793
CEDRUS
Colorado
$205K -$314K -5,956 -60%
FCH
794
Freestone Capital Holdings
Washington
$204K +$2.74K +52 +1%
WDG
795
Wealth Dimensions Group
Ohio
$202K – – –
SAF
796
Smith Anglin Financial
Texas
$202K +$527 +10 +0.3%
LFAS
797
Level Four Advisory Services
Texas
$201K +$204K +3,877 New
APCM
798
Alaska Permanent Capital Management
Alaska
$193K – – –
S
799
SignatureFD
Georgia
$191K – – –
FRA
800
Front Row Advisors
California
$191K +$53 +1 +0%
30 31
32
33 34

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.