We are live on ! Find out more
IGSB icon

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
AP
826
Atwood & Palmer
Missouri
$91K -$52.7K -1,000 -36%
PWMG
827
Prestige Wealth Management Group
New Jersey
$90K
RA
828
Rise Advisors
New York
$89K -$9.86K -187 -10%
LWANC
829
Laurel Wealth Advisors (North Carolina)
North Carolina
$85K +$211 +4 +0.2%
TAM
830
Tucker Asset Management
Colorado
$82.1K -$60.3K -1,144 -42%
PAIM
831
Punch & Associates Investment Management
Minnesota
$82K +$63.9K +1,213 +318%
FFA
832
Founders Financial Alliance
North Carolina
$81K -$1.05K -20 -1%
MIFH
833
Migdal Insurance & Financial Holdings
Israel
$81K +$82.8K +1,570 New
WFA
834
WestHill Financial Advisors
California
$78K
ETI
835
Enterprise Trust & Investment
California
$77K
PB
836
Pinnacle Bancorp
Nebraska
$77K +$53 +1 +0.1%
TFS
837
TrustCore Financial Services
Tennessee
$76K -$488K -9,252 -86%
CFO
838
CVA Family Office
Colorado
$75K
CP
839
Castleview Partners
Texas
$71K -$13.1M -248,840 -99%
CTB
840
Country Trust Bank
Illinois
$71K -$77.3K -1,466 -52%
CA
841
Crewe Advisors
Utah
$65K +$65.9K +1,250 New
HWA
842
HHM Wealth Advisors
Tennessee
$63K -$14.8K -280 -19%
FAG
843
Fortitude Advisory Group
Washington
$62K -$17.2K -326 -22%
SSB
844
Sandy Spring Bank
Maryland
$62K +$53 +1 +0.1%
CHC
845
City Holding Co
West Virginia
$59K
TWM
846
Tradition Wealth Management
Minnesota
$57K -$30K -570 -34%
CA
847
Clearstead Advisors
Ohio
$54K
HWM
848
HighMark Wealth Management
Minnesota
$54K +$6.38K +121 +13%
GIA
849
GHP Investment Advisors
Colorado
$53K +$54.1K +1,027 New
FGAM
850
Financial Gravity Asset Management
Texas
$50.2K -$22.2K -422 -27%

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.