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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
RMAM
751
Raab & Moskowitz Asset Management
New Jersey
$220K
NEPWA
752
New England Private Wealth Advisors
Massachusetts
$219K -$51 -1 -0%
BFA
753
Bragg Financial Advisors
North Carolina
$219K
CF
754
Cantor Fitzgerald
New York
$219K +$220K +4,324 New
ACP
755
Aveo Capital Partners
Colorado
$219K +$221K +4,337 New
FPAS
756
Focus Partners Advisor Solutions
Missouri
$218K -$153K -3,000 -41%
CAM
757
Concorde Asset Management
Michigan
$216K -$25.7K -504 -11%
CPA
758
Cardiff Park Advisors
California
$216K +$102 +2 +0%
VST
759
Van Strum & Towne
California
$215K +$217K +4,260 New
KWS
760
Keystone Wealth Services
California
$213K -$187K -3,667 -47%
JFG
761
JMG Financial Group
Illinois
$211K +$212K +4,168 New
V
762
Veritable
Delaware
$210K
SAM
763
Seelaus Asset Management
New Jersey
$210K +$212K +4,156 New
DE
764
Day & Ennis
Georgia
$206K -$61.9K -1,215 -23%
DP
765
Dearborn Partners
Illinois
$206K
LNWWM
766
Laird Norton Wetherby Wealth Management
California
$206K
SFM
767
Signet Financial Management
New Jersey
$205K +$206K +4,050 New
Lido Advisors
768
Lido Advisors
California
$203K -$1.59M -31,235 -89%
SS
769
Sunbelt Securities
Texas
$203K -$81.7K -1,605 -29%
SFG
770
Snider Financial Group
Washington
$202K +$153 +3 +0.1%
ACIM
771
Azimuth Capital Investment Management
Michigan
$202K +$204K +4,000 New
RWB
772
RMR Wealth Builders
New Jersey
$200K
W
773
WealthOne
New York
$200K +$201K +3,949 New
CWM
774
Chesapeake Wealth Management
Virginia
$200K +$202K +3,959 New
VWM
775
Valley Wealth Managers
New Jersey
$193K +$194K +3,817 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.