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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
NAM
176
Nationwide Asset Management
Ohio
$9.63M -$26.7M -506,000 -73%
CFGS
177
Concourse Financial Group Securities
Alabama
$9.42M -$2.84M -53,956 -23%
KAS
178
Kestra Advisory Services
Texas
$9.28M -$11M -207,816 -54%
RF
179
Resolute Financial
Massachusetts
$9.18M -$1.66M -31,484 -15%
SAM
180
SP Asset Management
California
$9.13M -$1.12M -21,179 -11%
Mirae Asset Global Investments
181
Mirae Asset Global Investments
South Korea
$8.69M -$2.21M -42,000 -20%
HCM
182
Hollencrest Capital Management
California
$8.59M -$34K -645 -0.4%
VIA
183
Vickerman Investment Advisors
Washington
$8.59M -$1.21M -23,014 -12%
AIMU
184
Allianz Investment Management US
Minnesota
$8.49M -$1.02M -19,305 -11%
FCIM
185
Fairview Capital Investment Management
California
$8.47M +$467K +8,850 +6%
Susquehanna International Group
186
Susquehanna International Group
Pennsylvania
$8.41M -$4.59M -87,024 -35%
PAG
187
Private Advisor Group
New Jersey
$8.14M -$697K -13,222 -8%
ODIJL
188
One Day In July LLC
Vermont
$8.1M +$1.26M +23,835 +18%
BIA
189
Bigelow Investment Advisors
Maine
$8.09M -$2.07M -39,240 -20%
CPSC
190
Carl P. Sherr & Co
Massachusetts
$8.07M -$261K -4,956 -3%
Northern Trust
191
Northern Trust
Illinois
$8.05M +$77.8M +1,476,530 +10%
SC
192
SouthState Corp
Florida
$7.87M -$703K -13,344 -8%
CL
193
CPWM LLC
Washington
$7.86M -$18.9K -359 -0.2%
PFM
194
Peak Financial Management
Massachusetts
$7.84M +$189K +3,580 +2%
CPIG
195
Chicago Partners Investment Group
Illinois
$7.76M -$108K -2,055 -1%
CW
196
Connectus Wealth
Ohio
$7.67M +$7.49M +142,142 New
KCM
197
KLK Capital Management
California
$7.62M -$2.37M -45,044 -23%
CTC
198
Central Trust Company
Missouri
$7.61M +$48.3K +916 +0.6%
PCM
199
Pointe Capital Management
Michigan
$7.52M +$11K +208 +0.1%
BBHC
200
Brown Brothers Harriman & Co
New York
$7.51M -$253M -4,804,880 -97%

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.