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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
ANTB
251
AMG National Trust Bank
Colorado
$4.88M -$118K -2,325 -2%
VIA
252
Vickerman Investment Advisors
Washington
$4.86M -$3.72M -73,023 -43%
CCT
253
Capital City Trust
Florida
$4.85M -$213K -4,180 -4%
AF
254
Arrow Financial
New York
$4.74M -$1.35M -26,503 -22%
AF
255
Allworth Financial
California
$4.7M -$2.05M -40,299 -30%
HWAM
256
Hennion & Walsh Asset Management
New Jersey
$4.62M +$241K +4,743 +5%
WCM
257
Wunderlich Capital Managemnt
Tennessee
$4.6M -$35.9K -705 -0.8%
WA
258
Wealthstar Advisors
Texas
$4.58M -$240K -4,712 -5%
MCP
259
Martin Capital Partners
Oregon
$4.57M -$35.9K -706 -0.8%
PIMG
260
Patriot Investment Management Group
Tennessee
$4.57M +$3.66M +71,792 +387%
BF
261
BOK Financial
Oklahoma
$4.56M -$95.3K -1,872 -2%
SWP
262
Stratos Wealth Partners
Ohio
$4.53M +$1.77M +34,669 +63%
CIBC World Market
263
CIBC World Market
Ontario, Canada
$4.49M +$940K +18,465 +26%
SPA
264
Shore Point Advisors
New Jersey
$4.46M +$178K +3,500 +4%
4WM
265
4J Wealth Management
Virginia
$4.42M -$267K -5,238 -6%
DWM
266
Dakota Wealth Management
Florida
$4.41M +$659K +12,948 +17%
FNBOSM
267
First National Bank of South Miami
Florida
$4.4M -$117K -2,303 -3%
GWM
268
Grand Wealth Management
Michigan
$4.37M +$2.94M +57,794 +201%
CL
269
CPWM LLC
Washington
$4.33M -$3.37M -66,273 -44%
DHFB
270
Dixon Hubard Feinour & Brown
Virginia
$4.31M -$639K -12,548 -13%
HWM
271
Hohimer Wealth Management
Washington
$4.27M -$11.7M -230,421 -73%
CSPIA
272
Cary Street Partners Investment Advisory
Virginia
$4.16M +$4.19M +82,235 New
CTC
273
Central Trust Company
Missouri
$4.14M -$3.32M -65,296 -44%
RA
274
RFG Advisory
Alabama
$4.13M +$3.39M +66,624 +455%
AAM
275
Autus Asset Management
Arizona
$4.1M -$50.1K -985 -1%

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.