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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
MHR
851
Matthew Hamilton Rosenberg
$29K +$153 +3 +0.5%
VCM
852
Vigilant Capital Management
Maine
$29K +$29K +570 New
ZIG
853
Zullo Investment Group
Pennsylvania
$28K -$6.67K -131 -19%
AWM
854
Aspire Wealth Management
Massachusetts
$26K -$22.8K -448 -47%
FWM
855
Focused Wealth Management
New York
$25K
ME
856
McIlrath & Eck
Washington
$25K
ODG
857
O'Dell Group
Ohio
$22K
GI
858
Gradient Investments
Minnesota
$21K +$305 +6 +1%
ATC
859
Adirondack Trust Company
New York
$21K +$20.9K +410 New
CWP
860
Concord Wealth Partners
Virginia
$20K
ICM
861
Islay Capital Management
Texas
$20K
WT
862
Washington Trust
Rhode Island
$20K
HDIM
863
Hanson & Doremus Investment Management
Vermont
$19K -$4.99K -98 -21%
First Manhattan
864
First Manhattan
New York
$18K
HIA
865
Harbor Investment Advisory
Maryland
$18K
GFPC
866
Global Financial Private Client
Florida
$16.3K -$91.2K -1,792 -85%
BWM
867
BerganKDV Wealth Management
Minnesota
$16K -$7.43K -146 -31%
JAM
868
JCIC Asset Management
Ontario, Canada
$16K
JPLA
869
Joseph P. Lucia & Associates
New York
$16K
SIC
870
Salem Investment Counselors
North Carolina
$16K +$15.8K +310 New
FCT
871
Family Capital Trust
Massachusetts
$15K
SA
872
SRH Advisors
Kansas
$15K
WOSD
873
WFA of San Diego
California
$15K +$15.3K +300 New
HI
874
Hoey Investments
Pennsylvania
$14K
KFS
875
Kelly Financial Services
Massachusetts
$13.1K -$10.4K -205 -44%

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.