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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
WIA
501
World Investment Advisors
California
$788K +$71.9K +1,412 +10%
AAS
502
Ameritas Advisory Services
Nebraska
$769K -$439K -8,632 -36%
SWP
503
Strategic Wealth Partners
Ohio
$763K -$284K -5,580 -27%
SWM
504
Selective Wealth Management
Virginia
$753K +$270K +5,298 +55%
MFA
505
Mayflower Financial Advisors
Massachusetts
$750K -$49.7K -977 -6%
FF
506
FourThought Financial
Florida
$750K -$19.1K -376 -2%
LWAC
507
Laurel Wealth Advisors (California)
California
$750K +$492K +9,662 +187%
GAM
508
Gemmer Asset Management
California
$743K -$530K -10,408 -41%
MBT
509
Montecito Bank & Trust
California
$733K +$50.9K +1,000 +7%
CAG
510
Curtis Advisory Group
California
$733K +$504K +9,898 +215%
ONB
511
Old National Bancorp
Indiana
$729K -$178K -3,493 -20%
CA
512
CGN Advisors
Kansas
$728K -$192K -3,769 -21%
SIA
513
Strategic Investment Advisors
Michigan
$725K -$17.7K -347 -2%
TA
514
TrueWealth Advisors
Alabama
$723K -$107K -2,103 -13%
GAA
515
Global Assets Advisory
Florida
$723K +$729K +14,320 New
AIM
516
Alhambra Investment Management
Florida
$722K +$11K +217 +2%
LWP
517
Legacy Wealth Planning
Nevada
$718K -$90.4K -1,775 -11%
CCG
518
Chatham Capital Group
Georgia
$716K +$721K +14,156 New
CWP
519
CFM Wealth Partners
Texas
$714K
FDCDDQ
520
Federation des caisses Desjardins du Quebec
Quebec, Canada
$711K -$31.2K -613 -4%
TLFA
521
True Link Financial Advisors
California
$709K -$73.1M -1,436,169 -99%
CAWM
522
Capital Advisors Wealth Management
Washington
$709K +$479K +9,403 +204%
CIBC Private Wealth Group
523
CIBC Private Wealth Group
Georgia
$708K
BWAM
524
Boyd Watterson Asset Management
Ohio
$707K -$34K -668 -5%
GT
525
Greenleaf Trust
Michigan
$705K +$710K +13,952 New

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.