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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
WI
326
WrapManager Inc
California
$2.46M -$20.4K -400 -0.8%
WA
327
Wilshire Advisors
California
$2.46M +$2.48M +48,641 New
BCV
328
Banque Cantonale Vaudoise
Switzerland
$2.46M
LG
329
LaFleur & Godfrey
Michigan
$2.44M -$2.16M -42,471 -47%
GVAG
330
Great Valley Advisor Group
Delaware
$2.42M -$18.7K -367 -0.8%
HWMA
331
Heritage Wealth Management (Arizona)
Arizona
$2.4M -$9.06K -178 -0.4%
PCA
332
Providence Capital Advisors
North Carolina
$2.38M +$2.4M +47,055 New
AFAS
333
Acorn Financial Advisory Services
Virginia
$2.36M -$411K -8,080 -15%
TFP
334
Tilia Fiduciary Partners
North Carolina
$2.33M -$567K -11,135 -19%
IAG
335
Investment Advisory Group
Massachusetts
$2.31M -$53.5K -1,050 -2%
AP
336
Advisor Partners
California
$2.31M +$217K +4,270 +10%
PT
337
Plimoth Trust
Massachusetts
$2.29M -$3.92M -77,067 -63%
MPWT
338
MassMutual Private Wealth & Trust
Connecticut
$2.28M +$37.7K +740 +2%
ECM
339
Evergreen Capital Management
Washington
$2.27M -$451K -8,857 -16%
RSVP
340
Ramsay Stattman Vela & Price
Colorado
$2.25M -$3.92M -77,060 -63%
JE
341
JMAC Enterprises
Pennsylvania
$2.25M -$17.6K -345 -0.8%
JWCA
342
J.W. Cole Advisors
Florida
$2.24M -$1.07M -21,046 -32%
NPP
343
New Potomac Partners
Maryland
$2.23M -$129K -2,535 -5%
TCWA
344
Ten Capital Wealth Advisors
Washington
$2.23M -$93.4K -1,835 -4%
BPA
345
Beacon Pointe Advisors
California
$2.22M -$414K -8,134 -16%
KCM
346
Kanawha Capital Management
Virginia
$2.21M -$269K -5,285 -11%
LBC
347
Lowe Brockenbrough & Co
Virginia
$2.21M -$165K -3,240 -7%
WP
348
WealthSource Partners
California
$2.18M +$99.5K +1,954 +5%
WB
349
WesBanco Bank
West Virginia
$2.16M +$2.17M +42,689 New
RG
350
Rathbones Group
United Kingdom
$2.15M -$86.1K -1,691 -4%

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.