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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
AAP
76
Arax Advisory Partners
Colorado
$30M +$1.64M +32,260 +6%
FEG
77
Fund Evaluation Group
Ohio
$29.9M -$47.6K -934 -0.2%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$29.6M +$3.45M +67,703 +13%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$29M +$6.94M +136,337 +31%
MWM
80
MTC Wealth Management
Florida
$28.7M -$21.8M -428,808 -43%
BHWM
81
Bar Harbor Wealth Management
New Hampshire
$27.9M +$6.65M +130,681 +31%
NC
82
NewSquare Capital
Pennsylvania
$27.7M -$2.91M -57,197 -9%
LFS
83
Lutz Financial Services
Nebraska
$27.1M +$3.69M +72,437 +16%
PI
84
Parkside Investments
Illinois
$26.1M -$11.4M -223,930 -30%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$25.8M +$100K +1,964 +0.4%
AAMC
86
Asset Allocation & Management Company
Illinois
$25.7M
PI
87
PFS Investments
Georgia
$25.7M -$961K -18,879 -4%
CCA
88
Catalyst Capital Advisors
New York
$25.3M -$2.01M -39,480 -7%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$24.9M -$1.21M -23,752 -5%
FG
90
Fiduciary Group
Georgia
$24.7M -$3.54M -69,475 -13%
ST
91
Sabal Trust
Florida
$24.5M +$196K +3,852 +0.8%
1832 Asset Management
92
1832 Asset Management
Ontario, Canada
$24.5M -$1.47M -28,802 -6%
TH
93
TCTC Holdings
Texas
$23.2M -$1.15M -22,618 -5%
RVPG
94
Relative Value Partners Group
$23.2M -$137K -2,682 -0.6%
HVIA
95
Hudson Valley Investment Advisors
New York
$21.3M -$510K -10,017 -2%
COCM
96
Charter Oak Capital Management
New Hampshire
$21.1M -$2.39M -46,959 -10%
GG
97
Greenwood Gearhart
Arkansas
$20.9M -$6.5M -127,643 -24%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$20.3M -$3.22M -63,197 -14%
AIM
99
Acropolis Investment Management
Missouri
$19.5M +$19.6M +384,045 +16,822%
JIR
100
James Investment Research
Ohio
$19.5M -$2.06M -40,468 -10%

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.