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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
SNBOSD
726
Security National Bank of So Dak
Iowa
$253K -$263K -5,171 -51%
GITFIT
727
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$253K
CSIC
728
Clifford Swan Investment Counsel
California
$249K
PWG
729
Private Wealth Group
Florida
$248K -$300K -5,897 -55%
MM
730
Meridian Management
Arkansas
$246K -$3.11M -61,175 -93%
EIA
731
Edgemoor Investment Advisors
Maryland
$245K
PWW
732
Pettyjohn Wood & White
Virginia
$245K +$22.9K +450 +10%
AWM
733
Apollon Wealth Management
South Carolina
$244K -$67.1K -1,318 -21%
Fiera Capital (Canada)
734
Fiera Capital (Canada)
Quebec, Canada
$243K -$803K -15,775 -77%
TCM
735
TD Capital Management
Tennessee
$243K
Koshinski Asset Management
736
Koshinski Asset Management
Illinois
$241K -$22.2K -436 -8%
MCA
737
Martin Capital Advisors
Texas
$241K
WI
738
Wintrust Investments
Illinois
$241K +$23.8K +468 +11%
CWM
739
C2C Wealth Management
Arizona
$240K
TF
740
TimeScale Financial
Massachusetts
$237K +$1.02K +20 +0.4%
SOS
741
Silver Oak Securities
Tennessee
$236K -$145K -2,848 -38%
CB
742
CNB Bank
Pennsylvania
$236K
TPWA
743
TRUE Private Wealth Advisors
Oregon
$235K -$19.6K -385 -8%
SCM
744
Seascape Capital Management
New Hampshire
$233K +$234K +4,600 New
MWM
745
Meridian Wealth Management
Kentucky
$232K +$233K +4,580 New
CIM
746
CIM Investment Management
Pennsylvania
$228K
TSS
747
Two Sigma Securities
New York
$226K -$275K -5,397 -55%
SPWM
748
Schrum Private Wealth Management
Florida
$226K
WWM
749
Western Wealth Management
Colorado
$221K +$17K +333 +8%
VWA
750
Visionary Wealth Advisors
Illinois
$220K -$98.8K -1,941 -31%

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.