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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.24B +$394M +7,479,163 +45%
Charles Schwab
2
Charles Schwab
California
$1.21B +$35M +663,740 +3%
MMI
3
Matson Money Inc
Ohio
$692M +$26.9M +511,176 +4%
Members Trust
4
Members Trust
Florida
$539M +$2.65M +50,304 +0.5%
Goldman Sachs
5
Goldman Sachs
New York
$532M +$82.4M +1,562,180 +18%
Morgan Stanley
6
Morgan Stanley
New York
$526M -$79.1M -1,500,885 -13%
MYLI
7
Meiji Yasuda Life Insurance
Japan
$473M
Bank of America
8
Bank of America
North Carolina
$443M -$39.2M -743,741 -8%
AC
9
Allstate Corporation
Illinois
$421M +$11.2M +211,996 +3%
AssetMark Inc
10
AssetMark Inc
California
$349M +$178M +3,374,763 +100%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$343M -$165M -3,124,275 -32%
UBS Group
12
UBS Group
Switzerland
$339M -$36.3M -687,877 -9%
Ameriprise
13
Ameriprise
Minnesota
$299M +$17.1K +324 +0%
ACG
14
Arch Capital Group
Bermuda
$280M +$150M +2,850,000 +111%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$266M -$9.69M -183,805 -3%
BlackRock
16
BlackRock
New York
$257M -$23.1M -437,372 -8%
Wells Fargo
17
Wells Fargo
California
$239M -$2.08M -39,371 -0.8%
HCC
18
Hirtle Callaghan & Co
Pennsylvania
$210M +$1.85M +35,121 +0.9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$167M -$10.6M -200,210 -6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$165M -$13.5M -256,053 -7%
Stifel Financial
21
Stifel Financial
Missouri
$149M +$7.08M +134,357 +5%
Jane Street
22
Jane Street
New York
$124M +$39.4M +746,844 +45%
Truist Financial
23
Truist Financial
North Carolina
$114M -$13.6M -257,199 -10%
RJA
24
Raymond James & Associates
Florida
$105M +$1.24M +23,521 +1%
US Bancorp
25
US Bancorp
Minnesota
$101M -$6.45M -122,307 -6%

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.