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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
CF
951
Centaurus Financial
California
-$240K -4,634 Closed
WWM
952
Windsor Wealth Management
Indiana
-$237K -4,628 Closed
PCM
953
Penserra Capital Management
California
-$237K -4,585 Closed
WCP
954
Wick Capital Partners
Pennsylvania
-$237K -4,579 Closed
SLWA
955
San Luis Wealth Advisors
California
-$244K -4,537 Closed
ZB
956
Zions Bancorporation
Utah
-$228K -4,400 Closed
NCM
957
NCM Capital Management
New Jersey
-$225K -4,353 Closed
D
958
Diversified
Delaware
-$223K -4,323 Closed
TCA
959
Transcend Capital Advisors
New Jersey
-$219K -4,238 Closed
SB
960
Strategic Blueprint
Georgia
-$216K -4,173 Closed
FHA
961
Flagship Harbor Advisors
Massachusetts
-$216K -4,172 Closed
VC
962
Vicus Capital
Pennsylvania
-$215K -4,156 Closed
SCA
963
STALEY CAPITAL ADVISERS
Pennsylvania
-$215K -4,150 Closed
WAP
964
Wealthcare Advisory Partners
Pennsylvania
-$213K -4,125 Closed
BHTS
965
Bar Harbor Trust Services
Maine
-$211K -4,089 Closed
DTL
966
Dynamic Technology Lab
Singapore
-$208K -4,028 Closed
GA
967
Gateway Advisory
New Jersey
-$208K -4,023 Closed
C
968
CEDRUS
Colorado
-$205K -3,954 Closed
WDG
969
Wealth Dimensions Group
Ohio
-$202K -3,910 Closed
SAF
970
Smith Anglin Financial
Texas
-$202K -3,899 Closed
LFAS
971
Level Four Advisory Services
Texas
-$201K -3,877 Closed
SWM
972
SigFig Wealth Management
California
-$491K -2,190 Closed
CPW
973
Crestmont Private Wealth
Texas
-$112K -2,161 Closed
FAG
974
Fortitude Advisory Group
Washington
-$62K -1,186 Closed
GIA
975
GHP Investment Advisors
Colorado
-$53K -1,027 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.