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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
SCA
551
SMH Capital Advisors
Texas
$594K -$16.5K -325 -3%
SWA
552
Sutton Wealth Advisors
Florida
$592K -$136K -2,666 -19%
PA
553
Parallel Advisors
California
$590K -$281K -5,515 -32%
CAM
554
Caprin Asset Management
Virginia
$590K -$25.2K -494 -4%
BHWM
555
Beaird Harris Wealth Management
Texas
$590K +$8.81K +173 +2%
DG
556
DMC Group
Alabama
$588K +$155K +3,047 +36%
IFG
557
Independent Financial Group
California
$586K +$177K +3,476 +43%
CCA
558
Cobblestone Capital Advisors
New York
$582K -$3.56K -70 -0.6%
HIS
559
Horizon Investment Services
Indiana
$576K -$40.7K -800 -7%
KPWS
560
Kestra Private Wealth Services
Texas
$575K -$15.4K -303 -3%
AUB
561
Atlantic Union Bankshares
Virginia
$571K -$54.8K -1,076 -9%
JSL
562
JT Stratford LLC
Georgia
$571K +$74.8K +1,470 +15%
JCM
563
Janney Capital Management
Pennsylvania
$570K -$51.5K -1,012 -8%
ISWM
564
Independent Solutions Wealth Management
New York
$564K -$48.9K -960 -8%
HCM
565
Highview Capital Management
Illinois
$560K +$66K +1,297 +13%
FHB
566
First Hawaiian Bank
Hawaii
$558K -$18.1K -355 -3%
WFC
567
Western Financial Corp
California
$554K -$85.9K -1,688 -13%
PFM
568
Phillips Financial Management
Indiana
$553K -$167K -3,287 -23%
MGIA
569
Matthew Goff Investment Advisor
Texas
$553K +$50.4K +989 +10%
KF
570
Krilogy Financial
Missouri
$545K -$8.81K -173 -2%
LWA
571
Lineweaver Wealth Advisors
Ohio
$542K -$9.72K -191 -2%
IP
572
Ignite Planners
California
$541K +$39K +766 +8%
SFP
573
Shepherd Financial Partners
Massachusetts
$536K -$13.5K -265 -2%
Kovitz Investment Group Partners
574
Kovitz Investment Group Partners
Illinois
$533K +$67.7K +1,330 +14%
BBL
575
Beck Bode LLC
Massachusetts
$528K -$73.9K -1,451 -12%

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.