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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
AWM
851
Aspire Wealth Management
Massachusetts
$50K -$83.2K -1,579 -62%
APC
852
Aspire Private Capital
North Carolina
$50K -$13.6K -258 -21%
BWP
853
Baldwin Wealth Partners
Massachusetts
$48K
TIM
854
Tevis Investment Management
Texas
$48K +$105 +2 +0.2%
IBOK
855
Independence Bank of Kentucky
Kentucky
$45K
SC
856
Solstein Capital
California
$45K
SIAP
857
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$45K +$105 +2 +0.2%
EWM
858
EPG Wealth Management
Georgia
$44K -$69.1K -1,311 -61%
MCA
859
Maryland Capital Advisors
Maryland
$44K
WPA
860
West Paces Advisors
Georgia
$38.9K -$6.54K -124 -14%
PP
861
Pacifica Partners
Canada
$36K
ZIG
862
Zullo Investment Group
Pennsylvania
$35K -$25.9K -492 -42%
IFAM
863
Institutional & Family Asset Management
Colorado
$35K -$6.01K -114 -14%
AWM
864
Accel Wealth Management
Iowa
$34K -$18.8K -357 -35%
FA
865
Faithward Advisors
Pennsylvania
$32K -$22.1K -420 -41%
JFA
866
JNBA Financial Advisors
Minnesota
$31K
DC
867
DeDora Capital
California
$31K +$31.5K +598 New
ACM
868
Antonetti Capital Management
Florida
$31K +$31.6K +600 New
MHR
869
Matthew Hamilton Rosenberg
$30K -$7.59K -144 -20%
MA
870
Montag & Associates
Georgia
$29K
SAM
871
S.A. Mason
Michigan
$28K
SIS
872
Sound Income Strategies
Florida
$26K
FWM
873
Focused Wealth Management
New York
$25K
ME
874
McIlrath & Eck
Washington
$25K
KFS
875
Kelly Financial Services
Massachusetts
$24.1K -$98.6K -1,870 -80%

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.