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iShares 1-5 Year Investment Grade Corporate Bond ETF

945 hedge funds and large institutions have $15.8B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 293 increasing their positions, 375 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 81

4% more funds holding

Funds holding: 906945 (+39)

1.29% more ownership

Funds ownership: 71.49%72.78% (+1.3%)

8% less capital invested

Capital invested by funds: $17.1B → $15.8B (-$1.34B)

9% less funds holding in top 10

Funds holding in top 10: 113103 (-10)

22% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 375

Holders
945
Holders Change
+39
Holders Change %
+4.3%
% of All Funds
14.54%
Holding in Top 10
103
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.85%
% of All Funds
1.59%
New
137
Increased
293
Reduced
375
Closed
81
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$704K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
76
Arax Advisory Partners
Colorado
$31.9M +$280K +5,165 +0.9%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$31.8M -$1.87M -34,570 -6%
FG
78
Fiduciary Group
Georgia
$30.3M -$489K -9,035 -2%
Point72 Asset Management
79
Point72 Asset Management
Connecticut
$30M
VRM
80
Vectors Research Management
New York
$27.8M +$2.64M +48,731 +10%
HC
81
HNP Capital
New York
$27.6M +$2.59M +47,880 +10%
CIC
82
Cutler Investment Counsel
Oregon
$27.5M +$1.01M +18,668 +4%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$27M -$1.07M -19,778 -4%
CCA
84
Catalyst Capital Advisors
New York
$26.6M +$4.34M +80,090 +19%
PI
85
PFS Investments
Georgia
$26.4M -$15.8M -292,746 -37%
AFIMH
86
American Family Insurance Mutual Holding
Wisconsin
$26.2M +$26.3M +485,543 New
TH
87
TCTC Holdings
Texas
$26M -$489K -9,040 -2%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$25.2M +$4.13M +76,213 +19%
JIR
89
James Investment Research
Ohio
$24.4M -$1.77M -32,675 -7%
COCM
90
Charter Oak Capital Management
New Hampshire
$24.1M +$3.5M +64,645 +17%
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$24M +$4.36M +80,587 +22%
AAIM
92
Asset Advisors Investment Management
Georgia
$23.9M -$962K -17,760 -4%
SFG
93
Sage Financial Group
Pennsylvania
$23.6M +$19.5M +360,015 +457%
ST
94
Sabal Trust
Florida
$23.5M +$3.84M +70,986 +19%
TD Asset Management
95
TD Asset Management
Ontario, Canada
$23.2M +$2.2M +40,700 +10%
GG
96
Greenwood Gearhart
Arkansas
$22.4M +$843K +15,571 +4%
HCM
97
Hilton Capital Management
New York
$22.2M +$426K +7,859 +2%
RWM
98
Ritholtz Wealth Management
New York
$21.6M +$3.65M +67,346 +20%
NA
99
NewEdge Advisors
Louisiana
$21.6M -$696K -12,851 -3%
EWA
100
EP Wealth Advisors
California
$21.5M +$7.87M +145,273 +57%

IGSB Hedge Fund Activity: Q4 2021 in Review

945 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q4 2021, worth a combined $15.8B — down 7.8% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new IGSB positions and 81 closed out — a net gain of 56 holders — while 293 added to existing stakes and 375 trimmed.

The largest buyer was Hirtle Callaghan & Co, opening a new position worth an estimated $218M. The largest seller was Envestnet Asset Management, cutting an estimated $653M.

  • 945 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2021, up from 906 in Q3 2021.
  • Funds reported $15.8B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2021, down 7.8% quarter-over-quarter.
  • 137 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2021 and 81 closed out, a net change of +56 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2021 was Hirtle Callaghan & Co, an estimated $218M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $653M sold.

Based on aggregated 13F filings for Q4 2021.