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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
AO
451
Advisor OS
Illinois
$1.15M
DI
452
Disciplined Investments
Oklahoma
$1.14M -$9.27K -182 -0.8%
FCA
453
FLC Capital Advisors
California
$1.14M -$39.2K -770 -3%
CCFM
454
Clear Creek Financial Management
Washington
$1.14M +$1.14M +22,454 New
CWM
455
Cabot Wealth Management
Massachusetts
$1.13M +$167K +3,276 +17%
BIAS
456
Beacon Investment Advisory Services
New Jersey
$1.1M -$4.17M -81,978 -79%
SWM
457
SeaCrest Wealth Management
New York
$1.1M -$29.1K -571 -3%
ACA
458
Aptus Capital Advisors
Alabama
$1.1M +$1.1M +21,697 +723,233%
GM
459
GeoWealth Management
Illinois
$1.08M -$76.1K -1,494 -7%
GC
460
Gilbert & Cook
Iowa
$1.07M -$709K -13,916 -40%
EVM
461
Eaton Vance Management
Massachusetts
$1.07M -$93.3M -1,833,208 -99%
GWM
462
Geneos Wealth Management
Colorado
$1.06M +$8.04K +158 +0.8%
C1AG
463
Client 1st Advisory Group
Florida
$1.05M -$396K -7,775 -27%
CSIA
464
Charles Schwab Investment Advisory
California
$1.04M +$274K +5,383 +36%
HWM
465
Hemington Wealth Management
Virginia
$1.02M -$1.21M -23,861 -54%
TAM
466
Tocqueville Asset Management
New York
$1M -$73.1K -1,436 -7%
FA
467
Flagstar Advisors
New York
$990K +$675K +13,249 +209%
FHA
468
First Horizon Advisors
Tennessee
$977K +$303K +5,959 +45%
OWA
469
Octavia Wealth Advisors
Ohio
$968K -$9.52K -187 -1%
SA
470
SL Advisors
New Jersey
$961K
SP
471
Successful Portfolios
Florida
$959K -$98.7K -1,938 -9%
LB
472
Legacy Bridge
Iowa
$953K -$84K -1,650 -8%
FWP
473
FAS Wealth Partners
Kansas
$953K -$28K -550 -3%
SC
474
Saiph Capital
New Jersey
$951K +$958K +18,811 New
FUBT
475
First United Bank & Trust
Maryland
$949K +$181K +3,558 +23%

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.