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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
HDIM
876
Hanson & Doremus Investment Management
Vermont
$24K -$2.06K -39 -8%
BWM
877
BerganKDV Wealth Management
Minnesota
$24K +$7.7K +146 +46%
ODG
878
O'Dell Group
Ohio
$23K
SC
879
Siena Capital
Ohio
$23K +$23.7K +450 New
GI
880
Gradient Investments
Minnesota
$22K +$2.21K +42 +11%
CWP
881
Concord Wealth Partners
Virginia
$21K -$2.21K -42 -10%
ICM
882
Islay Capital Management
Texas
$21K
WT
883
Washington Trust
Rhode Island
$21K +$21.1K +400 New
IWP
884
IAG Wealth Partners
Wisconsin
$19K
First Manhattan
885
First Manhattan
New York
$19K +$8.01K +152 +69%
PFSC
886
Peoples Financial Services Corp
Pennsylvania
$19K +$19K +360 New
HIA
887
Harbor Investment Advisory
Maryland
$18K
LFG
888
Larson Financial Group
Missouri
$18K
T
889
TCWP
Ohio
$18K +$19.1K +363 New
BWL
890
Bogart Wealth LLC
Virginia
$17K -$17.1K -324 -50%
BW
891
Bison Wealth
Georgia
$17K -$2.53K -48 -13%
JAM
892
JCIC Asset Management
Ontario, Canada
$17K
JPLA
893
Joseph P. Lucia & Associates
New York
$17K +$17.1K +325 New
SA
894
SRH Advisors
Kansas
$16K
FCT
895
Family Capital Trust
Massachusetts
$15K -$182K -3,451 -92%
HI
896
Hoey Investments
Pennsylvania
$14K
PFBT
897
Parkside Financial Bank & Trust
Missouri
$14K
LWA
898
Lenox Wealth Advisors
New York
$13K +$12.9K +244 New
AIP
899
Ameritas Investment Partners
Nebraska
$12K +$1.32K +25 +12%
PP
900
PrairieView Partners
Minnesota
$11K

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.