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
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$11.6M -$1.54M -29,127 -11%
PFPT
152
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.5M +$1.3M +24,633 +12%
EBSAM
153
Eubel Brady & Suttman Asset Management
Ohio
$11.3M -$453K -8,595 -4%
BFG
154
Beacon Financial Group
Texas
$11.3M +$145K +2,754 +1%
Betterment LLC
155
Betterment LLC
New York
$11.2M +$808K +15,331 +8%
NAG
156
Northstar Advisory Group
New Jersey
$11M -$590K -11,192 -5%
GIM
157
Goelzer Investment Management
Indiana
$10.9M +$183K +3,478 +2%
AWS
158
Atria Wealth Solutions
New York
$10.9M +$11.1M +210,612 New
Citigroup
159
Citigroup
New York
$10.8M +$107K +2,028 +1%
PPA
160
Parametric Portfolio Associates
Washington
$10.6M -$1.66M -31,559 -13%
CISOA
161
Capital Investment Services of America
Wisconsin
$10.6M
KL
162
KWMG LLC
Kansas
$10.6M +$319K +6,045 +3%
IDBONY
163
Israel Discount Bank of New York
New York
$10.6M +$372K +7,061 +4%
IA
164
IFP Advisors
Florida
$10.6M +$941K +17,846 +21%
Franklin Resources
165
Franklin Resources
California
$10.5M +$8.96K +170 +0.1%
CCG
166
Cypress Capital Group
Florida
$10.5M -$288K -5,465 -3%
NAM
167
NTV Asset Management
West Virginia
$10.5M -$1.17M -22,217 -10%
WT
168
Whittier Trust
California
$10.4M +$197K +3,734 +2%
PAMP
169
Polar Asset Management Partners
Ontario, Canada
$10.3M +$10.5M +200,000 New
VHAM
170
Van Hulzen Asset Management
California
$10.2M -$126K -2,396 -1%
SW
171
SVB Wealth
Massachusetts
$10M +$2.27M +43,050 +28%
IAN
172
Integrated Advisors Network
Texas
$9.94M -$47.5K -901 -0.5%
DP
173
DDD Partners
Washington
$9.74M +$24K +456 +0.2%
CWM
174
Concentric Wealth Management
California
$9.63M -$124K -2,347 -1%
NFA
175
Nationwide Fund Advisors
Ohio
$9.63M

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.