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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
Bank of New York Mellon
126
Bank of New York Mellon
New York
$14.7M -$4.18M -79,254 -22%
EWM
127
Endurance Wealth Management
Rhode Island
$14.5M -$3.4M -64,549 -19%
Mitsubishi UFJ Trust & Banking
128
Mitsubishi UFJ Trust & Banking
Japan
$14.4M -$45.3M -860,000 -76%
CCA
129
Clearwater Capital Advisors
Illinois
$14.2M +$14.5M +274,297 New
WW
130
Westshore Wealth
California
$14.1M +$558K +10,583 +4%
TC
131
Telemus Capital
Michigan
$14.1M +$606K +11,490 +4%
MWM
132
Mascoma Wealth Management
New Hampshire
$14M +$131K +2,479 +0.9%
AWM
133
Atticus Wealth Management
Florida
$14M +$2.01M +38,063 +16%
WF
134
Welch & Forbes
Massachusetts
$13.7M -$1.3M -24,705 -9%
APA
135
American Portfolios Advisors
New York
$13.6M +$974K +18,469 +8%
BRWA
136
B. Riley Wealth Advisors
Florida
$13M -$3.18M -60,386 -19%
BMD
137
Better Money Decisions
New Mexico
$12.9M +$137K +2,595 +1%
GC
138
Guggenheim Capital
Illinois
$12.8M -$2.02M -38,243 -13%
Cetera Investment Advisers
139
Cetera Investment Advisers
Illinois
$12.8M +$364K +6,909 +3%
WPC
140
White Pine Capital
Minnesota
$12.8M -$564K -10,690 -4%
PG
141
Proffitt & Goodson
Tennessee
$12.5M +$7.29M +138,232 +135%
GGS
142
Galvin Gaustad & Stein
Arizona
$12.4M -$1.56M -29,507 -11%
VCM
143
Vision Capital Management
Oregon
$12.4M -$449K -8,515 -3%
FFG
144
Fullen Financial Group
Ohio
$12.3M -$55.2K -1,047 -0.4%
SAM
145
Stone Asset Management
Texas
$12.1M +$12.3M +233,262 New
PCIA
146
Prime Capital Investment Advisors
Kansas
$12.1M -$4.27M -80,957 -27%
SFG
147
StrategIQ Financial Group
Indiana
$12M -$201K -3,817 -2%
CFMC
148
Curbstone Financial Management Corp
New Hampshire
$12M +$1.17M +22,250 +11%
LI
149
LMCG Investments
Massachusetts
$11.7M +$12M +226,851 New
DAM
150
Delta Asset Management
Tennessee
$11.7M -$641K -12,168 -5%

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.