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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
FPCG
376
Forum Private Client Group
Indiana
$1.82M +$233K +4,575 +15%
CCWA
377
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.8M -$163K -3,197 -8%
GPA
378
Guidance Point Advisors
Massachusetts
$1.79M +$146K +2,862 +9%
RPCA
379
Running Point Capital Advisors
California
$1.77M +$869K +17,059 +95%
WSTAM
380
Wilbanks Smith & Thomas Asset Management
Virginia
$1.77M -$188K -3,695 -10%
SWM
381
Spire Wealth Management
Virginia
$1.76M -$825K -16,211 -32%
FCMT
382
Founders Capital Management (Texas)
Texas
$1.74M -$69.1K -1,357 -4%
SHGA
383
Sand Hill Global Advisors
California
$1.74M +$1.75M +34,364 New
FNBT
384
FineMark National Bank & Trust
Florida
$1.73M -$596K -11,709 -25%
TCWM
385
Total Clarity Wealth Management
Illinois
$1.72M -$477K -9,364 -22%
KWM
386
Kingsview Wealth Management
Oregon
$1.71M +$7.28K +143 +0.4%
IDA
387
Intelligence Driven Advisers
California
$1.7M -$39.9K -784 -2%
OHWP
388
Oak Harbor Wealth Partners
North Carolina
$1.7M
YIA
389
YHB Investment Advisors
Connecticut
$1.69M -$274K -5,384 -14%
AIFAIM
390
American Institute for Advanced Investment Management
Arizona
$1.68M +$81.3K +1,596 +5%
ISL
391
Ingalls & Snyder LLC
New York
$1.67M -$23.7K -465 -1%
KA
392
Kovack Advisors
Florida
$1.65M -$114K -2,245 -6%
PWA
393
Physician Wealth Advisors
Utah
$1.64M -$52.4K -1,029 -3%
LIM
394
Leavell Investment Management
Alabama
$1.63M -$25.5K -500 -2%
VFA
395
Voya Financial Advisors
Connecticut
$1.63M -$363K -7,128 -18%
MCC
396
Money Concepts Capital
Florida
$1.63M -$260K -5,115 -14%
SIA
397
Schechter Investment Advisors
Michigan
$1.62M +$204 +4 +0%
KP
398
Keel Point
Alabama
$1.61M +$670K +13,169 +71%
Bessemer Group
399
Bessemer Group
New Jersey
$1.6M -$50.9K -1,000 -3%
FWC
400
First Washington Corp
Washington
$1.59M

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.