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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
FCBT
976
First Citizens Bank & Trust
North Carolina
-$346K -6,415 Closed
TPWM
977
Twelve Points Wealth Management
Massachusetts
-$319K -5,912 Closed
Loomis, Sayles & Company
978
Loomis, Sayles & Company
Massachusetts
-$307K -5,690 Closed
MHB
979
Midwest Heritage Bank
Iowa
-$286K -5,308 Closed
PPP
980
Private Portfolio Partners
New Jersey
-$267K -4,950 Closed
FSA
981
Financial Sense Advisors
California
-$261K -4,837 Closed
ARC
982
Advisor Resource Council
Texas
-$260K -4,827 Closed
GHAM
983
Gilman Hill Asset Management
Connecticut
-$258K -4,785 Closed
JCIA
984
Jackson Creek Investment Advisors
Colorado
-$251K -4,662 Closed
Wealthfront Advisers
985
Wealthfront Advisers
California
-$238K -4,426 Closed
TCMP
986
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$237K -4,398 Closed
FWP
987
Firethorn Wealth Partners
Georgia
-$236K -4,375 Closed
CWM
988
Cornerstone Wealth Management
Missouri
-$228K -4,250 Closed
SIC
989
Sigma Investment Counselors
Michigan
-$217K -4,025 Closed
JF
990
JSF Financial
California
-$216K -4,000 Closed
ERWM
991
Elk River Wealth Management
Colorado
-$210K -3,895 Closed
FAP
992
Financial Advisory Partners
Florida
-$210K -3,894 Closed
VIM
993
Vista Investment Management
Pennsylvania
-$209K -3,875 Closed
ASFA
994
All Season Financial Advisors
Colorado
-$209K -3,873 Closed
PFM
995
Parsec Financial Management
North Carolina
-$208K -3,854 Closed
CCM
996
Condor Capital Management
New Jersey
-$207K -3,840 Closed
CWM
997
Chesapeake Wealth Management
Virginia
-$206K -3,829 Closed
BA
998
Bridgewater Advisors
New York
-$205K -3,810 Closed
SAA
999
Southeast Asset Advisors
Georgia
-$201K -3,724 Closed
BNP Paribas Financial Markets
1000
BNP Paribas Financial Markets
France
-$190K -3,528 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.