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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
BA
801
Bellwether Advisors
Nebraska
$91K
SMG
802
Spectrum Management Group
Indiana
$91K
RA
803
Rise Advisors
New York
$89K +$2.65K +52 +3%
PWMG
804
Prestige Wealth Management Group
New Jersey
$88K
LPP
805
Life Planning Partners
Florida
$85K +$86K +1,689 New
LWANC
806
Laurel Wealth Advisors (North Carolina)
North Carolina
$84K +$356 +7 +0.4%
ARMC
807
American Research & Management Company
Massachusetts
$81K -$12.7K -250 -14%
PAIM
808
Punch & Associates Investment Management
Minnesota
$81K
TAM
809
Tucker Asset Management
Colorado
$80.4K +$204 +4 +0.3%
MIFH
810
Migdal Insurance & Financial Holdings
Israel
$79K
FFA
811
Founders Financial Alliance
North Carolina
$79K +$51 +1 +0.1%
WFA
812
WestHill Financial Advisors
California
$77K
TFGT
813
TS Financial Group (TSFG)
Illinois
$75K -$33.9K -666 -31%
ETI
814
Enterprise Trust & Investment
California
$75K
CFO
815
CVA Family Office
Colorado
$74K +$51 +1 +0.1%
CTB
816
Country Trust Bank
Illinois
$69K
IA
817
IFS Advisors
Kansas
$66K -$5.3M -104,033 -99%
BEI
818
Benjamin Edwards Inc
Missouri
$61K -$2.81M -55,233 -98%
SSB
819
Sandy Spring Bank
Maryland
$60K +$153 +3 +0.3%
TWM
820
Tradition Wealth Management
Minnesota
$60K +$3.87K +76 +7%
FCG
821
Financial Connections Group
California
$58K +$58.8K +1,155 New
CHC
822
City Holding Co
West Virginia
$57K
FA
823
Faithward Advisors
Pennsylvania
$56K +$25.2K +494 +81%
HWM
824
HighMark Wealth Management
Minnesota
$55K +$1.63K +32 +3%
ACA
825
Atlas Capital Advisors
Wyoming
$52.4K -$152K -2,984 -74%

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.