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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
PCM
651
Parsons Capital Management
Rhode Island
$370K +$132K +2,600 +55%
PPG
652
Peak Planning Group
Colorado
$369K +$372K +7,300 New
VCM
653
Vivaldi Capital Management
Illinois
$369K
FCH
654
Freestone Capital Holdings
Washington
$369K +$170K +3,348 +85%
OPA
655
Old Port Advisors
Maine
$368K -$32.1K -630 -8%
FF
656
Francis Financial
$368K +$369K +7,246 New
PBO
657
Peoples Bank (Ohio)
Ohio
$367K -$3.14M -61,741 -89%
FAFN
658
First Affirmative Financial Network
Colorado
$365K -$3.77K -74 -1%
CNB
659
Camden National Bank
Maine
$363K
RMA
660
Roffman Miller Associates
Pennsylvania
$359K -$88.1K -1,731 -20%
CCG
661
Ceeto Capital Group
Florida
$354K
OMC
662
Overbrook Management Corp
New York
$354K
GPA
663
Garrison Point Advisors
California
$349K
PIA
664
Pinion Investment Advisors
Kansas
$348K +$3.26K +64 +0.9%
BFA
665
Beaumont Financial Advisors
Massachusetts
$347K -$595K -11,685 -63%
SHJ
666
Sharkey, Howes & Javer
Colorado
$346K -$17.5K -343 -5%
PPW
667
Pinnacle Private Wealth
Massachusetts
$346K
LNC
668
Lincoln National Corp
Pennsylvania
$344K -$91.4K -1,796 -21%
AOWM
669
Alpha Omega Wealth Management
Virginia
$341K
AT
670
Arden Trust
Delaware
$339K
DWP
671
Destiny Wealth Partners
Florida
$335K -$228K -4,484 -40%
FMWA
672
Forvis Mazars Wealth Advisors
Missouri
$335K +$337K +6,619 New
BTWM
673
Baker Tilly Wealth Management
Wisconsin
$334K -$35.3K -693 -9%
ATC
674
Argent Trust Co
Tennessee
$334K -$509 -10 -0.2%
ST
675
Spinnaker Trust
Maine
$333K

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.