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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
OIA
426
Optimum Investment Advisors
Illinois
$1.36M +$76.4K +1,500 +6%
FA
427
Fermata Advisors
California
$1.36M -$36.4K -714 -3%
EGA
428
Eagle Global Advisors
Texas
$1.36M -$63.1K -1,240 -4%
Cerity Partners
429
Cerity Partners
New York
$1.35M +$11.6K +228 +0.9%
BP
430
Ballentine Partners
Massachusetts
$1.35M -$17.2K -337 -1%
FMN
431
Financial Management Network
California
$1.35M -$301K -5,912 -18%
SWM
432
Stockman Wealth Management
Montana
$1.33M
CWM
433
Calamos Wealth Management
Illinois
$1.33M -$1.48M -29,111 -53%
RCG
434
Rock Creek Group
District of Columbia
$1.32M -$505K -9,909 -27%
GT
435
Glenview Trust
Kentucky
$1.31M -$335K -6,585 -20%
MIAN
436
Mariner Independent Advisor Network
Kansas
$1.29M -$335K -6,575 -20%
OPS
437
Orion Portfolio Solutions
Nebraska
$1.28M -$168K -3,295 -12%
HCP
438
Holt Capital Partners
Texas
$1.24M -$1.73M -33,986 -58%
CIA
439
Capital Investment Advisors
Georgia
$1.24M -$97.4K -1,914 -7%
HFA
440
High Falls Advisors
New York
$1.23M -$229K -4,498 -16%
WP
441
WMS Partners
Maryland
$1.23M
AA
442
Alesco Advisors
New York
$1.23M +$16.9K +331 +1%
PHS
443
Pekin Hardy Strauss
Illinois
$1.22M
EAM
444
Eagle Asset Management
Florida
$1.2M +$347K +6,822 +40%
SW
445
SkyOak Wealth
Michigan
$1.19M
VAS
446
Vestmark Advisory Solutions
Massachusetts
$1.18M -$288K -5,653 -19%
PF
447
Phoenix Financial
Israel
$1.17M
B
448
Bailard
California
$1.16M +$260K +5,112 +29%
SCA
449
Stonebridge Capital Advisors
Minnesota
$1.16M +$26.9K +528 +2%
FA
450
Fiducient Advisors
Illinois
$1.16M -$429K -8,421 -27%

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.