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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
BS
526
Banco Santander
Spain
$693K
GWAM
527
Guardian Wealth Advisors (Minnesota)
Minnesota
$691K -$241K -4,733 -26%
FFWM
528
Future Financial Wealth Management
Ohio
$688K
RW
529
Rede Wealth
Virginia
$679K +$2.6K +51 +0.4%
SB
530
Simmons Bank
Arkansas
$676K -$44.9K -881 -6%
RCAG
531
Rehmann Capital Advisory Group
Michigan
$675K -$777K -15,268 -53%
AFA
532
American Financial Advisors
Georgia
$670K +$71.7K +1,408 +12%
BWM
533
Baystate Wealth Management
Massachusetts
$669K +$89.3K +1,754 +15%
1IA
534
1834 Investment Advisors
Wisconsin
$666K -$417K -8,196 -38%
SF
535
Synovus Financial
Georgia
$664K +$61.9K +1,216 +10%
Fisher Asset Management
536
Fisher Asset Management
Washington
$659K -$43.6K -856 -6%
VCA
537
Verdence Capital Advisors
Maryland
$658K +$80.2K +1,576 +14%
KFP
538
KMG Fiduciary Partners
Ohio
$658K +$131K +2,577 +25%
TPW
539
Transatlantique Private Wealth
New York
$653K +$657K +12,911 New
SFFS
540
Stonehage Fleming Financial Services
Jersey
$652K +$657K +12,900 New
CSA
541
Cottage Street Advisors
Massachusetts
$651K +$269K +5,275 +69%
VT
542
Vise Technologies
New York
$649K +$653K +12,830 New
SG
543
StoneX Group
New York
$642K +$202K +3,966 +45%
BCP
544
Blue Chip Partners
Michigan
$639K +$644K +12,648 New
BAAM
545
Baker Avenue Asset Management
California
$630K +$85.3K +1,675 +16%
WFAG
546
Wescott Financial Advisory Group
Pennsylvania
$623K +$2.65K +52 +0.4%
BTI
547
Blue Trust Inc
Georgia
$611K +$602K +11,824 New
CH
548
Canton Hathaway
Rhode Island
$607K
PWS
549
Peloton Wealth Strategists
Indiana
$604K -$48.4K -951 -7%
BFO
550
Boston Family Office
Massachusetts
$598K

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.