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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
CA
826
Clearstead Advisors
Ohio
$52K
SBL
827
Sargent Bickham Lagudis
Colorado
$51K -$61.5K -1,208 -55%
APC
828
Aspire Private Capital
North Carolina
$51K +$2.85K +56 +6%
FGAM
829
Financial Gravity Asset Management
Texas
$48.4K -$1.12K -22 -2%
IFA
830
Interactive Financial Advisors
Illinois
$48K -$145K -2,843 -75%
BWP
831
Baldwin Wealth Partners
Massachusetts
$47K
SIS
832
Sound Income Strategies
Florida
$46K +$21K +412 +82%
AP
833
Atwood & Palmer
Missouri
$45K -$43.3K -850 -49%
IBOK
834
Independence Bank of Kentucky
Kentucky
$44K
SIAP
835
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$44K +$204 +4 +0.5%
TIM
836
Tevis Investment Management
Texas
$43K -$3.46K -68 -7%
MCA
837
Maryland Capital Advisors
Maryland
$43K
ASBI
838
American State Bank (Iowa)
Iowa
$40.4K -$301K -5,910 -88%
HWA
839
HHM Wealth Advisors
Tennessee
$40K -$21.2K -416 -34%
WPA
840
West Paces Advisors
Georgia
$38.1K
SC
841
Schubert & Co
Texas
$38K +$38.3K +752 New
BC
842
Burleson & Co
California
$37K -$93.5K -1,836 -71%
CI
843
CX Institutional
Indiana
$35K +$35.6K +700 New
IFAM
844
Institutional & Family Asset Management
Colorado
$34K +$153 +3 +0.4%
AWM
845
Accel Wealth Management
Iowa
$33K +$102 +2 +0.3%
PP
846
Pacifica Partners
Canada
$31K -$4.79K -94 -14%
JFA
847
JNBA Financial Advisors
Minnesota
$31K
ACM
848
Antonetti Capital Management
Florida
$30K
Barclays
849
Barclays
United Kingdom
$30K +$30.2K +593 New
MA
850
Montag & Associates
Georgia
$29K

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.