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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
US Bancorp
26
US Bancorp
Minnesota
$97.5M -$1.02M -20,119 -1%
KeyBank National Association
27
KeyBank National Association
Ohio
$97.4M +$495K +9,731 +0.5%
OCM
28
One Capital Management
California
$97M +$9.61M +188,829 +11%
LPL Financial
29
LPL Financial
California
$84.9M +$13.2M +258,851 +18%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$83.4M +$10.7M +210,067 +15%
FT
31
Fiduciary Trust
Massachusetts
$80.3M -$5.57M -109,303 -6%
SL
32
Summitry LLC
California
$80.1M -$1.94M -38,188 -2%
HTC
33
Haverford Trust Company
Pennsylvania
$78.8M +$1.53M +29,961 +2%
SLF
34
Sun Life Financial
Ontario, Canada
$76.3M
SI
35
Stephens Inc
Arkansas
$73.5M -$8.68M -170,441 -10%
BSB
36
Bangor Savings Bank
Maine
$72.4M +$293K +5,760 +0.4%
EWA
37
EP Wealth Advisors
California
$66.6M +$22.4M +440,212 +50%
MCWS
38
McKinley Carter Wealth Services
West Virginia
$65.7M -$616K -12,096 -0.9%
NYLIM
39
New York Life Investment Management
New York
$65.4M +$65.9M +1,294,517 New
Osaic Holdings
40
Osaic Holdings
Arizona
$62.7M -$686K -13,481 -1%
SMFG
41
Sumitomo Mitsui Financial Group
Japan
$62.3M -$15.2M -299,404 -20%
DWM
42
Destination Wealth Management
California
$61.2M -$4.73M -92,867 -7%
MD
43
Money Design
Japan
$60.2M +$15M +293,824 +33%
SFM
44
Soros Fund Management
New York
$56.3M
PFA
45
Pure Financial Advisors
California
$54.4M +$5.45M +107,064 +11%
SGAM
46
Stephens Group Asset Management
Arkansas
$54M -$1.97M -38,748 -4%
FLPIM
47
F.L. Putnam Investment Management
Massachusetts
$54M +$2.25M +44,284 +4%
AFG
48
Arkansas Financial Group
Arkansas
$51.4M -$171K -3,356 -0.3%
RH
49
RenaissanceRe Holdings
Bermuda
$50.5M
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$49.7M +$23.3M +457,921 +87%

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.