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iShares 1-5 Year Investment Grade Corporate Bond ETF

901 hedge funds and large institutions have $15.1B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 241 increasing their positions, 433 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more funds holding in top 10

Funds holding in top 10: 96111 (+15)

0.56% more ownership

Funds ownership: 74.13%74.68% (+0.56%)

0% less capital invested

Capital invested by funds: $15.2B → $15.1B (-$59.1M)

7% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 94

3% less funds holding

Funds holding: 925901 (-24)

29% less call options, than puts

Call options by funds: $253K | Put options by funds: $354K

44% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 433

Holders
901
Holders Change
-24
Holders Change %
-2.59%
% of All Funds
15.18%
Holding in Top 10
111
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+15.63%
% of All Funds
1.87%
New
87
Increased
241
Reduced
433
Closed
94
Calls
$253K
Puts
$354K
Net Calls
-$101K
Net Calls Change
-$101K
Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
226
Live Oak Private Wealth
North Carolina
$5.87M -$538K -10,564 -8%
PGFC
227
Peapack-Gladstone Financial Corp
New Jersey
$5.67M +$1.01M +19,855 +22%
WWM
228
WJ Wealth Management
Arizona
$5.62M +$5.66M +111,228 New
GDP
229
Great Diamond Partners
Maine
$5.6M +$3.44M +67,512 +156%
WBG
230
Wharton Business Group
Pennsylvania
$5.59M +$467K +9,170 +9%
TPCW
231
TD Private Client Wealth
New York
$5.54M +$1.36M +26,637 +32%
CTA
232
Chesley Taft & Associates
Illinois
$5.54M -$98.5K -1,935 -2%
RWG
233
Regal Wealth Group
California
$5.53M -$193K -3,787 -3%
MM
234
Main Management
California
$5.5M
NA
235
NewEdge Advisors
Louisiana
$5.5M -$617K -12,126 -10%
PRS
236
Pinkerton Retirement Specialists
Idaho
$5.45M -$361K -7,099 -6%
AC
237
Abbrea Capital
California
$5.41M -$554K -10,884 -9%
GL
238
Graypoint LLC
New York
$5.25M -$132K -2,590 -2%
PA
239
Probity Advisors
Texas
$5.21M -$660K -12,954 -11%
AWM
240
Aries Wealth Management
Maine
$5.2M +$4.42M +86,896 +547%
SSWM
241
Smith Salley Wealth Management
North Carolina
$5.19M -$116K -2,286 -2%
Creative Planning
242
Creative Planning
Kansas
$5.12M -$1.49M -29,271 -22%
CS
243
Comerica Securities
Michigan
$5.08M -$935K -18,374 -15%
BSA
244
Bull Street Advisors
Georgia
$5.07M +$146K +2,875 +3%
CAN
245
Cetera Advisor Networks
California
$5.05M +$900K +17,673 +21%
MIA
246
MMBG Investment Advisors
Florida
$5.03M
FCM
247
Fortis Capital Management
Washington
$4.99M -$2.19M -43,008 -30%
Renaissance Technologies
248
Renaissance Technologies
New York
$4.96M +$4.99M +98,090 New
MAM
249
Meeder Asset Management
Ohio
$4.91M +$3.24M +63,674 +190%
B
250
Bellecapital
Switzerland
$4.88M -$569K -11,184 -10%

IGSB Hedge Fund Activity: Q2 2022 in Review

901 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q2 2022, worth a combined $15.1B — down 0.39% from $15.2B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of IGSB and 87 opened new positions — a net loss of 7 holders — while 433 trimmed existing stakes and 241 added.

The largest buyer was Johns Hopkins University, opening a new position worth an estimated $534M. The largest seller was Charles Schwab, cutting an estimated $112M.

  • 901 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q2 2022, down from 925 in Q1 2022.
  • Funds reported $15.1B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q2 2022, down 0.39% quarter-over-quarter.
  • 87 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q2 2022 and 94 closed out, a net change of -7 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2022 was Johns Hopkins University, an estimated $534M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q2 2022 was Charles Schwab, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2022.