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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
RWM
51
Ritholtz Wealth Management
New York
$45.3M +$22.9M +449,986 +101%
JP Morgan Chase
52
JP Morgan Chase
New York
$43.8M -$10.6M -207,518 -19%
Mariner
53
Mariner
Kansas
$43.3M +$2.64M +51,841 +6%
BMM
54
Buffington Mohr McNeal
Idaho
$41.5M -$1.54M -30,338 -4%
HNB
55
Huntington National Bank
Ohio
$41.2M
RMDI
56
R.M. Davis Inc
Maine
$40.9M -$4.18M -82,161 -9%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$40.5M +$3.65M +71,667 +10%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$40.2M -$7.9M -155,115 -16%
UCFA
59
United Capital Financial Advisors
Texas
$40M +$1.64M +32,259 +4%
MG
60
Mather Group
Illinois
$39.1M +$712K +13,983 +2%
HighTower Advisors
61
HighTower Advisors
Illinois
$38.4M +$3.12M +61,239 +9%
OWP
62
Obermeyer Wealth Partners
Colorado
$38.4M -$3.06M -60,089 -7%
Jane Street
63
Jane Street
New York
$37M -$85.1M -1,671,319 -70%
ZIG
64
Zurich Insurance Group
Switzerland
$34.3M
AFIMH
65
American Family Insurance Mutual Holding
Wisconsin
$33.9M
CIC
66
Cutler Investment Counsel
Oregon
$33M +$522K +10,259 +2%
EK
67
Evensky & Katz
Florida
$32.9M -$630K -12,379 -2%
VRM
68
Vectors Research Management
New York
$32.7M -$626K -12,289 -2%
HC
69
HNP Capital
New York
$32.1M -$480K -9,428 -1%
MPM
70
Meritage Portfolio Management
Kansas
$32.1M -$3.3M -64,811 -9%
TD Asset Management
71
TD Asset Management
Ontario, Canada
$31.2M +$6.79M +133,375 +28%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$31.1M -$271K -5,318 -0.9%
CT
73
Caldwell Trust
Florida
$31.1M -$5.81M -114,049 -16%
TFS
74
TrustCore Financial Services
Tennessee
$31M +$31.2M +612,233 +41,876%
Allspring Global Investments
75
Allspring Global Investments
North Carolina
$30.3M

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.