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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
AWM
351
Avior Wealth Management
Nebraska
$2.14M +$560 +11 +0%
FWM
352
FSA Wealth Management
Massachusetts
$2.13M +$2.15M +42,199 New
BFC
353
Blue Fin Capital
Rhode Island
$2.13M +$2.14M +42,062 New
GWM
354
Graybill Wealth Management
Illinois
$2.13M -$31.6K -620 -1%
PAS
355
Park Avenue Securities
New York
$2.08M -$928K -18,223 -31%
CCMD
356
Cypress Capital Management (Delaware)
Delaware
$2.08M -$262K -5,154 -11%
FWIA
357
Fort Washington Investment Advisors
Ohio
$2.06M -$311K -6,100 -13%
William Blair & Company
358
William Blair & Company
Illinois
$2.04M +$559K +10,976 +37%
Point72 Asset Management
359
Point72 Asset Management
Connecticut
$2.02M -$1.78M -35,000 -47%
SFG
360
Sovereign Financial Group
Connecticut
$2.01M -$641K -12,586 -24%
Comerica Bank
361
Comerica Bank
Texas
$2M -$516K -10,139 -20%
CW
362
CreativeOne Wealth
Kansas
$1.99M -$300K -5,885 -13%
BAM
363
Byrne Asset Management
New Jersey
$1.96M -$806K -15,830 -29%
WTC
364
WhitTier Trust Company
Nevada
$1.91M -$86.1K -1,691 -4%
Kayne Anderson Rudnick Investment Management
365
Kayne Anderson Rudnick Investment Management
California
$1.9M +$93.3K +1,833 +5%
IFS
366
Ifrah Financial Services
Arkansas
$1.86M -$27K -530 -1%
WAS
367
Wealth Advisory Solutions
Indiana
$1.86M -$128K -2,505 -6%
Bank Julius Baer & Co
368
Bank Julius Baer & Co
Switzerland
$1.85M +$1.87M +36,663 New
BHB
369
Bank Hapoalim BM
Israel
$1.85M -$94.5K -1,857 -67%
CAG
370
Csenge Advisory Group
Florida
$1.85M -$139K -2,721 -7%
HPM
371
Hudson Portfolio Management
New York
$1.85M -$406K -7,970 -18%
CAG
372
Crestwood Advisors Group
Massachusetts
$1.84M +$406K +7,967 +28%
NSB
373
Norway Savings Bank
Maine
$1.84M -$40.5K -795 -2%
AF
374
Aldebaran Financial
$1.84M +$1.27M +24,934 +220%
HSA
375
HBK Sorce Advisory
Pennsylvania
$1.82M

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.