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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
SAM
476
Strategy Asset Managers
California
$947K -$2.47M -48,458 -72%
SPC
477
Sigma Planning Corp
Michigan
$942K -$584K -11,475 -38%
FLA
478
Financial Life Advisors
Texas
$942K +$31.8K +625 +3%
3F
479
360 Financial
Minnesota
$938K -$10.5K -207 -1%
DIA
480
Dana Investment Advisors
Wisconsin
$937K -$1.38K -27 -0.1%
CAL
481
Capital Analysts LLC
Pennsylvania
$936K +$66.2K +1,300 +8%
T
482
TNF
Montana
$926K -$69K -1,355 -7%
SCA
483
Snowden Capital Advisors
New York
$901K -$3.87M -75,945 -81%
IIM
484
Ipswich Investment Management
Massachusetts
$900K -$591K -11,600 -39%
Carson Wealth (CWM LLC)
485
Carson Wealth (CWM LLC)
Nebraska
$890K -$193K -3,796 -18%
IWM
486
IHT Wealth Management
Illinois
$889K -$48.2K -946 -5%
CCM
487
Canal Capital Management
Virginia
$885K +$46.1K +906 +5%
HH
488
Hilltop Holdings
Texas
$883K -$265K -5,208 -23%
BAM
489
Baldrige Asset Management
Pennsylvania
$877K +$446K +8,765 +102%
HI
490
Harbour Investments
Wisconsin
$877K +$883K +17,350 New
IWP
491
Icon Wealth Partners
Texas
$861K -$161K -3,157 -16%
LF
492
Lantz Financial
Illinois
$847K +$217K +4,262 +34%
EWM
493
Empirical Wealth Management
Washington
$839K -$21.2K -417 -2%
GW
494
GW & Wade
Massachusetts
$837K -$356K -6,985 -30%
PO
495
Private Ocean
California
$837K +$839K +16,482 +20,863%
PA
496
Procyon Advisors
Connecticut
$834K +$74.4K +1,461 +10%
RF
497
RHS Financial
California
$822K +$464K +9,119 +128%
OFG
498
Omega Financial Group
California
$804K
PWMAG
499
Pinnacle Wealth Management Advisory Group
New Jersey
$800K -$26K -510 -3%
RCIM
500
Red Cedar Investment Management
Michigan
$793K

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.