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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
OWM
701
OneAscent Wealth Management
Alabama
$293K +$9.16K +180 +3%
KIG
702
Kowal Investment Group
Wisconsin
$291K +$255 +5 +0.1%
PL
703
Plancorp LLC
Missouri
$288K +$2.04K +40 +0.7%
AWM
704
Axxcess Wealth Management
California
$286K -$1.27M -24,963 -82%
BBA
705
BLB&B Advisors
Pennsylvania
$286K -$2.04K -40 -0.7%
CBFP
706
Cedar Brook Financial Partners
Ohio
$285K +$287K +5,646 New
9WM
707
9258 Wealth Management
Ohio
$284K -$36.6K -718 -11%
GWCM
708
Godshalk Welsh Capital Management
Pennsylvania
$279K -$154K -3,016 -35%
HF
709
HRT Financial
New York
$279K +$282K +5,537 New
SFO
710
Stokes Family Office
Louisiana
$278K -$79.4K -1,560 -22%
WA
711
WealthTrust Axiom
Pennsylvania
$278K
LIG
712
Lokken Investment Group
Delaware
$276K -$1.38K -27 -0.5%
AWA
713
Arkadios Wealth Advisors
Georgia
$275K -$320K -6,280 -54%
IC
714
Intersect Capital
California
$275K +$277K +5,435 New
SPFA
715
Summit Place Financial Advisors
New Jersey
$274K -$15.3K -300 -5%
FFMBT
716
First Farmers & Merchants Bank Trust
Tennessee
$273K -$21K -413 -7%
SWM
717
Seaside Wealth Management
California
$273K +$271K +5,319 New
CC
718
Copperleaf Capital
North Carolina
$272K
TTWM
719
TCV Trust & Wealth Management
Virginia
$272K
CA
720
Crewe Advisors
Utah
$272K +$210K +4,125 +330%
BJL
721
Brighton Jones LLC
Washington
$269K +$271K +5,318 New
S
722
SignatureFD
Georgia
$268K +$81.7K +1,605 +43%
CTFG
723
Capstone Triton Financial Group
Oklahoma
$265K -$14.6K -287 -5%
MC
724
Montag & Caldwell
Georgia
$263K +$265K +5,197 New
Neuberger Berman Group
725
Neuberger Berman Group
New York
$256K +$258K +5,065 New

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.