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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
MIM
1001
MTM Investment Management
South Carolina
-$113K -2,100 Closed
TFO
1002
Tarbox Family Office
California
-$100K -1,860 Closed
CSWM
1003
Cassady Schiller Wealth Management
Ohio
-$92K -1,700 Closed
AWA
1004
Amplius Wealth Advisors
Pennsylvania
-$53K -1,000 Closed
HNWA
1005
Henrickson Nauta Wealth Advisors
Michigan
-$43K -804 Closed
FEG
1006
Financial Enhancement Group
Indiana
-$43K -797 Closed
CWS
1007
Confluence Wealth Services
Pennsylvania
-$22K -417 Closed
PFA
1008
Professional Financial Advisors
Nebraska
-$19K -352 Closed
EWA
1009
EverSource Wealth Advisors
Alabama
-$19K -347 Closed
GIA
1010
Goodwin Investment Advisory
Georgia
-$18K -323 Closed
CCM
1011
Chilton Capital Management
Texas
-$13K -240 Closed
DWMG
1012
DB Wealth Management Group
California
-$12K -230 Closed
MTWM
1013
Masso Torrence Wealth Management
New Jersey
-$11K -197 Closed
ACM
1014
Absolute Capital Management
Pennsylvania
-$10.4K -193 Closed
MP
1015
McDonald Partners
Ohio
-$10.4K -193 Closed
CAM
1016
Costello Asset Management
Pennsylvania
-$9K -169 Closed
FMII
1017
Farmers & Merchants Investments Inc
Nebraska
-$6K -104 Closed
GWS
1018
Glassman Wealth Services
Virginia
-$4K -65 Closed
ACA
1019
Aptus Capital Advisors
Alabama
-$3.32K -63 -95%
SFM
1020
Signet Financial Management
New Jersey
-$2K -32 Closed
RCM
1021
Raleigh Capital Management
North Carolina
+$211 +4 New
FCAS
1022
First Command Advisory Services
Texas
+$1.21K +23 New

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.