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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
EAM
676
Evanson Asset Management
California
$333K +$1.07K +21 +0.3%
SVWAG
677
Sound View Wealth Advisors Group
Georgia
$328K
CWM
678
Congress Wealth Management
Massachusetts
$325K -$367K -7,205 -53%
AF
679
Advisornet Financial
Minnesota
$325K -$32.1K -631 -9%
GA
680
Greytown Advisors
Florida
$324K -$280K -5,500 -46%
MOS
681
MGO One Seven
Ohio
$322K -$16.8K -329 -5%
MFG
682
Merit Financial Group
Georgia
$318K +$320K +6,288 New
1IA
683
1620 Investment Advisors
Massachusetts
$318K +$321K +6,300 New
RG
684
Retirement Group
California
$316K -$102K -2,008 -24%
VWA
685
V Wealth Advisors
Kansas
$316K -$39.5K -776 -11%
VCAM
686
Van Cleef Asset Management
Ohio
$316K -$28K -550 -8%
WMA
687
West Michigan Advisors
Michigan
$316K +$50.1K +984 +19%
WPC
688
Waters Parkerson & Co
Louisiana
$314K
SW
689
SteelPeak Wealth
California
$312K -$144K -2,834 -31%
CAM
690
Cresset Asset Management
Illinois
$312K -$71.9K -1,412 -19%
NEAM
691
New England Asset Management
Connecticut
$312K +$314K +6,164 New
SEI Investments
692
SEI Investments
Pennsylvania
$311K -$42.2K -829 -12%
AA
693
Ancora Advisors
Ohio
$307K -$967 -19 -0.3%
GBT
694
Grove Bank & Trust
Florida
$306K
TFA
695
Triad Financial Advisors
North Carolina
$304K
PM
696
Phraction Management
Connecticut
$303K
FP
697
Financial Perspectives
Minnesota
$299K +$37.7K +741 +14%
BF
698
Brooklyn FI
New York
$297K -$254K -4,980 -85%
IF
699
Intrua Financial
Texas
$294K -$78.4K -1,540 -21%
DWT
700
Dorsey & Whitney Trust
South Dakota
$293K

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.