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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
HAIM
301
Hunter Associates Investment Management
Pennsylvania
$3.19M +$441K +8,661 +16%
ST
302
Smithfield Trust
Pennsylvania
$3.16M +$3.18M +62,493 New
DC
303
Davenport & Co
Virginia
$3.15M -$150K -2,949 -5%
AWM
304
Ameliora Wealth Management
Switzerland
$3.14M +$611K +12,000 +24%
PA
305
Pinnacle Associates
New York
$3.09M -$79.2K -1,555 -2%
SFG
306
Summit Financial Group
West Virginia
$3.03M +$28.5K +560 +0.9%
CA
307
Continuum Advisory
Idaho
$2.93M +$764K +15,012 +35%
LTI
308
Laffer Tengler Investments
Tennessee
$2.92M -$659K -12,946 -18%
ODIJL
309
One Day In July LLC
Vermont
$2.89M -$5.05M -99,264 -63%
BWM
310
Bulltick Wealth Management
Florida
$2.84M +$25K +491 +0.9%
MAG
311
MRA Advisory Group
New Jersey
$2.83M -$44.7K -877 -2%
WCM
312
Washington Capital Management
Washington
$2.75M
HKAM
313
Horizon Kinetics Asset Management
New York
$2.73M
FBA
314
Front Barnett Associates
Illinois
$2.72M -$156K -3,072 -5%
IP
315
Investment Partners
Ohio
$2.67M +$44.9K +881 +2%
BAM
316
Belpointe Asset Management
Nevada
$2.66M +$141K +2,767 +6%
RC
317
Roundview Capital
New Jersey
$2.62M +$675K +13,260 +34%
SWM
318
Scissortail Wealth Management
Oklahoma
$2.59M +$2.45M +48,079 New
ASN
319
Advisory Services Network
Georgia
$2.59M -$186K -3,644 -7%
ZIM
320
Zacks Investment Management
Illinois
$2.57M -$136K -2,665 -5%
IWA
321
IVC Wealth Advisors
Pennsylvania
$2.55M +$179K +3,513 +7%
AAS
322
Avantax Advisory Services
Texas
$2.52M -$42.7K -838 -2%
BFEC
323
Benjamin F. Edwards & Company
Missouri
$2.5M +$48.1K +944 +2%
1WM
324
1900 Wealth Management
Texas
$2.49M -$308K -6,050 -11%
HW
325
Hancock Whitney
Mississippi
$2.49M -$20.5K -402 -0.8%

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.