We are live on ! Find out more
IGSB icon

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
HCM
101
Hilton Capital Management
New York
$21.5M +$239K +4,531 +1%
ET
102
Equitable Trust
Tennessee
$20.5M +$2.51M +47,548 +14%
Lazard Asset Management
103
Lazard Asset Management
New York
$20.4M
CI
104
Conning Inc
Connecticut
$19.8M
SAS
105
Sage Advisory Services
Texas
$19.7M +$11.9M +225,594 +145%
F
106
F3Logic
Minnesota
$19.6M +$20M +378,973 New
AFS
107
Amtrust Financial Services
New York
$19M
SRC
108
Shufro Rose & Co
New York
$18.7M -$150K -2,850 -0.8%
DCM
109
Dimension Capital Management
Florida
$18.1M -$1.69M -31,988 -8%
DCM
110
Disciplina Capital Management
Tennessee
$18M -$1.56M -29,537 -8%
VFPW
111
Vantage Financial Partners (Wisconsin)
Wisconsin
$17.9M +$2.66M +50,372 +17%
UB
112
UMB Bank
Missouri
$17.3M -$531K -10,078 -3%
RJT
113
Raymond James Trust
Florida
$17M +$616K +11,683 +4%
BCWM
114
Bartlett & Co Wealth Management
Ohio
$17M +$96.8K +1,836 +0.6%
BC
115
Bartlett & Co
Ohio
$17M +$96.8K +1,836 +0.6%
AIMC
116
Alley Investment Management Company
Illinois
$16.9M +$17.2M +326,809 New
DIP
117
DT Investment Partners
Pennsylvania
$16.8M +$606K +11,487 +4%
HWM
118
Hohimer Wealth Management
Washington
$16.3M -$250K -4,750 -1%
MML Investors Services
119
MML Investors Services
Massachusetts
$16.2M -$14.7M -279,805 -47%
MWA
120
MFA Wealth Advisors
Pennsylvania
$16.1M +$2.99M +56,712 +22%
SWP
121
Summit Wealth Partners
Florida
$15.8M +$114K +2,164 +0.7%
PP
122
PDS Planning
Ohio
$15.7M +$1.25M +23,695 +8%
AWM
123
AE Wealth Management
Kansas
$15.3M -$2.28M -43,226 -13%
CIP
124
Capital Insight Partners
Arizona
$15.2M +$357K +6,775 +2%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$14.9M +$580 +11 +0%

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.