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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
AA
926
Auxano Advisors
Washington
-$650K -12,563 Closed
MIH
927
Meitav Investment House
Israel
-$626K -12,140 Closed
TIAM2
928
Tru Independence Asset Management 2
Oregon
-$588K -11,375 Closed
ERIM
929
Eagle Ridge Investment Management
Connecticut
-$516K -9,978 Closed
MA
930
MAS Advisors
Florida
-$512K -9,900 Closed
5L
931
55I LLC
Massachusetts
-$437K -8,441 Closed
RT
932
Rockland Trust
Massachusetts
-$414K -8,000 Closed
LAS
933
LWM Advisory Services
Florida
-$403K -7,791 Closed
FAIM
934
Financial Advocates Investment Management
Washington
-$350K -6,764 Closed
CL
935
Choreo LLC
Illinois
-$345K -6,671 Closed
NEWAS
936
N.E.W. Advisory Services
Wisconsin
-$354K -6,499 Closed
Principal Financial Group
937
Principal Financial Group
Iowa
-$335K -6,471 Closed
WA
938
WBH Advisory
Maryland
-$329K -6,455 Closed
SNB
939
Security National Bank
Nebraska
-$315K -6,091 Closed
KC
940
Kingfisher Capital
North Carolina
-$302K -5,838 Closed
SC
941
Savant Capital
Illinois
-$296K -5,732 Closed
DPI
942
Diversified Portfolios Inc
Michigan
-$296K -5,719 Closed
HPC
943
Hobart Private Capital
North Carolina
-$295K -5,710 Closed
HFS
944
Haverford Financial Services
Pennsylvania
-$277K -5,363 Closed
TI
945
tru Independence
Oregon
-$276K -5,335 Closed
TPA
946
Trivium Point Advisory
Connecticut
-$271K -5,282 Closed
MPW
947
MA Private Wealth
California
-$259K -5,001 Closed
TB
948
Terril Brothers
Missouri
-$246K -4,750 Closed
SWA
949
Stratos Wealth Advisors
Ohio
-$243K -4,702 Closed
FC
950
Fusion Capital
South Carolina
-$241K -4,666 Closed

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.