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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
FG
76
Fiduciary Group
Georgia
$28.3M -$376K -7,127 -1%
GG
77
Greenwood Gearhart
Arkansas
$27.9M +$6.56M +124,405 +30%
CCA
78
Catalyst Capital Advisors
New York
$27.9M +$2.37M +44,890 +9%
PI
79
PFS Investments
Georgia
$27.3M +$2.01M +38,094 +8%
OSAM
80
O'Shaughnessy Asset Management
Connecticut
$27.2M +$4.19M +79,451 +18%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$26.9M -$43.8M -831,094 -62%
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$26.7M -$5.56M -105,389 -17%
CMP
83
Courage Miller Partners
Virginia
$26.4M +$13.9M +263,691 +107%
AAMC
84
Asset Allocation & Management Company
Illinois
$26.3M -$21.1M -400,000 -44%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$26.3M +$2.18M +41,286 +9%
1832 Asset Management
86
1832 Asset Management
Ontario, Canada
$26.1M +$25.5M +484,614 +1,737%
TD Asset Management
87
TD Asset Management
Ontario, Canada
$25M +$2.8M +53,025 +12%
TH
88
TCTC Holdings
Texas
$24.9M -$21.8K -414 -0.1%
ST
89
Sabal Trust
Florida
$24.9M +$2.33M +44,198 +10%
AI
90
Atria Investments
North Carolina
$24.2M +$15.2M +287,839 +160%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$24.1M -$1.92M -36,368 -7%
LFS
92
Lutz Financial Services
Nebraska
$24M +$3.58M +67,843 +17%
COCM
93
Charter Oak Capital Management
New Hampshire
$24M +$897K +17,020 +4%
RVPG
94
Relative Value Partners Group
$23.7M +$11.1M +211,262 +86%
RWM
95
Ritholtz Wealth Management
New York
$23M +$2.33M +44,115 +11%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$22.6M -$8.11M -153,921 -26%
HVIA
97
Hudson Valley Investment Advisors
New York
$22.3M +$22.8M +432,097 New
BCA
98
Bray Capital Advisors
Florida
$22M +$2.6M +49,340 +13%
JIR
99
James Investment Research
Ohio
$22M -$1.45M -27,523 -6%
BHWM
100
Bar Harbor Wealth Management
New Hampshire
$21.8M +$14.7M +279,437 +196%

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.