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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
PCP
926
Proficio Capital Partners
Massachusetts
-$13.8M -256,846 Closed
5SA
927
5th Street Advisors
Connecticut
-$13.3M -247,354 Closed
OAM
928
Oppenheimer Asset Management
New York
-$12.4M -230,689 Closed
EC
929
Exelon Corporation
Illinois
-$12.1M -225,069 Closed
SSWG
930
Seven Springs Wealth Group
Tennessee
-$9.04M -167,829 Closed
SFS
931
Strategic Financial Services
New York
-$8.25M -153,104 Closed
HIF
932
Hill Island Financial
Michigan
-$7.81M -144,935 Closed
SIC
933
Shoker Investment Counsel
Ohio
-$6.36M -118,100 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
934
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$5.94M -110,200 Closed
Verition Fund Management
935
Verition Fund Management
Connecticut
-$4.31M -80,006 Closed
TDWM
936
Topel & Distasi Wealth Management
California
-$4M -74,280 Closed
WF
937
Williams Financial
Vermont
-$2.88M -53,491 Closed
SWM
938
Scissortail Wealth Management
Oklahoma
-$2.59M -48,079 Closed
SG Americas Securities
939
SG Americas Securities
New York
-$2.24M -41,638 Closed
SI
940
Shaker Investments
Ohio
-$1.95M -36,191 Closed
MCM
941
Monument Capital Management
Virginia
-$1.91M -35,528 Closed
PA
942
PFG Advisors
Arizona
-$1.83M -34,066 Closed
SFS
943
Sowell Financial Services
Arkansas
-$1.75M -32,505 Closed
M&T Bank
944
M&T Bank
New York
-$1.67M -30,954 Closed
KFSC
945
Keystone Financial Services (Colorado)
Colorado
-$1.49M -27,723 Closed
CIM
946
Confluence Investment Management
Missouri
-$1.33M -24,621 Closed
FIA
947
Foundations Investment Advisors
Arizona
-$1.19M -22,188 Closed
Bank Julius Baer & Co
948
Bank Julius Baer & Co
Switzerland
-$1.17M -21,733 Closed
IWN
949
Independent Wealth Network
Iowa
-$1.07M -19,841 Closed
PFG
950
PAX Financial Group
Texas
-$1.05M -19,423 Closed

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.