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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
HCA
626
Horan Capital Advisors
Ohio
$419K +$1.73K +34 +0.4%
RIG
627
Roosevelt Investment Group
New York
$415K -$102 -2 -0%
NLG
628
New Legacy Group
New York
$415K
CWP
629
Corepath Wealth Partners
Arizona
$414K -$19.6K -384 -4%
SW
630
SlateStone Wealth
Florida
$414K +$155K +3,045 +59%
AFO
631
Allie Family Office
Florida
$411K -$249K -4,900 -38%
JLBC
632
J.L. Bainbridge & Co
Florida
$411K +$51 +1 +0%
CIP
633
Chartwell Investment Partners
Pennsylvania
$409K -$140K -2,750 -25%
WC
634
Whitney & Co
New York
$408K -$102 -2 -0%
AR
635
Advisory Research
Illinois
$408K
SFG
636
Sunburst Financial Group
Alabama
$405K -$150K -2,945 -27%
CWC
637
Carolinas Wealth Consulting
North Carolina
$395K +$398K +7,811 New
NAG
638
Northstar Advisory Group
New Jersey
$392K -$10.4M -204,597 -96%
CAM
639
Covenant Asset Management
New Jersey
$392K
AWM
640
Alterna Wealth Management
Texas
$388K -$122K -2,395 -24%
CWS
641
Cypress Wealth Services
California
$387K -$440K -8,646 -53%
PB
642
Pinnacle Bancorp
Nebraska
$386K +$313K +6,153 +415%
AAS
643
Annex Advisory Services
Wisconsin
$382K +$384K +7,547 New
ClearBridge Investments
644
ClearBridge Investments
New York
$380K -$12.6K -248 -3%
TNB
645
Thomasville National Bank
Georgia
$380K
BCM
646
Brookstone Capital Management
Illinois
$375K -$148K -2,905 -28%
NB
647
NBT Bank
New York
$374K +$32.3K +635 +9%
DAS
648
Dynamic Advisor Solutions
Arizona
$373K +$90.7K +1,781 +32%
WP
649
WealthShield Partners
North Carolina
$372K -$36K -707 -9%
ICG
650
InterOcean Capital Group
Tennessee
$371K +$48.1K +945 +15%

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.