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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
SB
401
Sunflower Bank
Texas
$1.56M -$3.28M -64,470 -68%
BCI
402
Brinker Capital Investments
Pennsylvania
$1.56M -$5.04M -98,929 -76%
CGFA
403
Colton Groome Financial Advisors
North Carolina
$1.54M -$282K -5,534 -15%
BB
404
Bell Bank
North Dakota
$1.54M +$1.55M +30,471 New
WHC
405
Wulff, Hansen & Co
California
$1.53M +$48.6K +955 +3%
OIA
406
OneDigital Investment Advisors
Kansas
$1.52M +$101K +1,990 +7%
FPS
407
Fieldpoint Private Securities
Connecticut
$1.52M
MNBTD
408
Moody National Bank Trust Division
Texas
$1.51M +$1.53M +29,970 New
PFS
409
Prospera Financial Services
Texas
$1.51M -$189K -3,706 -11%
NL
410
NWAM LLC
Washington
$1.49M +$565K +11,095 +60%
BS
411
Boenning & Scattergood
Pennsylvania
$1.48M -$61.1K -1,200 -4%
BWP
412
Bernardo Wealth Planning
Pennsylvania
$1.47M -$112K -2,206 -7%
PGAM
413
Princeton Global Asset Management
New Jersey
$1.47M -$100K -1,973 -6%
EA
414
Emerald Advisors
Washington
$1.46M -$388K -7,627 -21%
BRWA
415
B. Riley Wealth Advisors
Florida
$1.46M -$11.4M -223,013 -89%
NGA
416
Naples Global Advisors
Florida
$1.45M -$140K -2,756 -9%
SBH
417
Segall Bryant & Hamill
Illinois
$1.44M -$614K -12,055 -30%
MHS
418
M Holdings Securities
Oregon
$1.44M -$196K -3,843 -12%
ADBIC
419
A.D. Beadell Investment Counsel
Wisconsin
$1.43M -$92.9K -1,825 -6%
FIBT
420
First International Bank & Trust
North Dakota
$1.43M +$32K +629 +2%
FCA
421
FinTrust Capital Advisors
South Carolina
$1.4M -$117K -2,289 -8%
BCM
422
Boltwood Capital Management
California
$1.39M +$891K +17,500 +176%
IAA
423
Ironsides Asset Advisors
North Carolina
$1.38M +$356K +6,999 +34%
LPIC
424
LeJeune Puetz Investment Counsel
Michigan
$1.38M -$9.98K -196 -0.7%
IIC
425
Integrated Investment Consultants
Michigan
$1.37M +$413K +8,119 +43%

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.