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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
SQA
901
Simon Quick Advisors
New Jersey
$11K – – –
MAWCM
902
Mine & Arao Wealth Creation & Management
California
$10K – – –
CFD
903
Creative Financial Designs
Indiana
$8K -$22K -417 -73%
BFC
904
Bedel Financial Consulting
Indiana
$8K – – –
SL
905
Savior LLC
Massachusetts
$8K – – –
FMP
906
Financial Management Professionals
Texas
$7K – – –
WA
907
Win Advisors
Florida
$5K – – –
CIAS
908
CFS Investment Advisory Services
New Jersey
$5K +$14.1M +267,082 New
RVM
909
Robinson Value Management
Texas
$4K -$25K -475 -86%
CAL
910
Capital Advisors Ltd
Ohio
$4K – – –
PO
911
Private Ocean
California
$4K +$4.17K +79 New
OLVIG
912
Oliver Lagore Vanvalin Investment Group
Michigan
$4K +$4.59K +87 New
KFAA
913
Klaas Financial Asset Advisors
Illinois
$3K -$61.4K -1,165 -96%
ADL
914
Asset Dedication LLC
California
$3K – – –
EW
915
Element Wealth
Mississippi
$3K – – –
IF
916
Integrity Financial
Wyoming
$3K – – –
WB
917
Webster Bank
Connecticut
$3K – – –
BA
918
Ballast Advisors
Minnesota
$3K +$2.64K +50 New
BCMLT
919
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K +$2.74K +52 New
M
920
MOTCO
Texas
$2K +$1.74K +33 New
TAIM
921
TD Ameritrade Investment Management
Nebraska
$1K – – –
WIM
922
Westside Investment Management
California
$20 – – –
AAIM
923
Asset Advisors Investment Management
Georgia
– -$23.9M -443,730 Closed
Nomura Asset Management
924
Nomura Asset Management
Japan
– -$16.5M -305,600 Closed
DWM
925
Darwin Wealth Management
Florida
– -$15.7M -293,603 Closed
35 36
37
38 39

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.