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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
SNBOSCI
951
Security National Bank of Sioux City Iowa
Iowa
-$954K -17,710 Closed
TIM
952
Thornburg Investment Management
New Mexico
-$893K -16,575 Closed
TIP
953
Torray Investment Partners
Maryland
-$768K -14,255 Closed
SFFS
954
Stonehage Fleming Financial Services
Jersey
-$695K -12,900 Closed
TF
955
Trek Financial
Arizona
-$643K -11,930 Closed
PCA
956
Pallas Capital Advisors
Massachusetts
-$574K -10,739 Closed
LC
957
Lindbrook Capital
California
-$524K -9,727 Closed
RIA
958
Regal Investment Advisors
Michigan
-$523K -9,713 Closed
BFA
959
BMS Financial Advisors
South Dakota
-$518K -9,618 Closed
HF
960
HRT Financial
New York
-$510K -9,484 Closed
LIM
961
Lathrop Investment Management
Arkansas
-$509K -9,444 Closed
Neuberger Berman Group
962
Neuberger Berman Group
New York
-$507K -9,405 Closed
GSWM
963
Golden State Wealth Management
California
-$507K -9,402 Closed
MYIA
964
Mount Yale Investment Advisors
Colorado
-$489K -9,070 Closed
CCG
965
Capital CS Group
California
-$483K -8,965 Closed
IC
966
Inscription Capital
Texas
-$445K -8,250 Closed
HS
967
Horan Securities
United States
-$434K -8,060 Closed
OAP
968
One Advisory Partners
Kansas
-$423K -7,844 Closed
SWPG
969
Strategic Wealth Partners Group
Illinois
-$392K -7,266 Closed
BRG
970
Bay Rivers Group
Virginia
-$387K -7,187 Closed
AWE
971
Avidian Wealth Enterprises
Texas
-$374K -6,950 Closed
VA
972
Valmark Advisers
Ohio
-$372K -6,911 Closed
VC
973
Veracity Capital
Georgia
-$358K -6,647 Closed
MWM
974
Mattern Wealth Management
Kansas
-$357K -6,618 Closed
VWA
975
VERITY Wealth Advisors
United States
-$348K -6,463 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.