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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
BMD
126
Better Money Decisions
New Mexico
$13.8M +$1.22M +23,959 +10%
VIA
127
Vantagepoint Investment Advisers
District of Columbia
$13.6M +$13.7M +269,710 New
GF
128
Goodman Financial
Texas
$13.6M +$13.7M +268,402 New
BWA
129
BlueSky Wealth Advisors
North Carolina
$13.3M +$8.44M +165,761 +170%
CCA
130
Clearwater Capital Advisors
Illinois
$13.3M -$583K -11,457 -4%
TC
131
Telemus Capital
Michigan
$13.1M -$674K -13,241 -5%
CIP
132
Capital Insight Partners
Arizona
$13.1M -$1.72M -33,711 -11%
CMP
133
Courage Miller Partners
Virginia
$12.9M -$13M -254,781 -50%
OAM
134
Oak Asset Management
California
$12.9M +$13M +254,773 New
GC
135
Guggenheim Capital
Illinois
$12.6M +$103K +2,030 +0.8%
WF
136
Welch & Forbes
Massachusetts
$12.6M -$827K -16,240 -6%
TWP
137
Total Wealth Planning
Ohio
$12.5M +$6.87M +134,982 +121%
VCM
138
Vision Capital Management
Oregon
$12.3M +$246K +4,834 +2%
PFPT
139
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.9M +$636K +12,497 +6%
FFG
140
Fullen Financial Group
Ohio
$11.9M -$133K -2,612 -1%
SEM
141
Strategic Equity Management
Arizona
$11.8M +$11.9M +233,658 New
GGS
142
Galvin Gaustad & Stein
Arizona
$11.7M -$386K -7,578 -3%
Betterment LLC
143
Betterment LLC
New York
$11.6M +$739K +14,511 +7%
PCIA
144
Prime Capital Investment Advisors
Kansas
$11.6M +$266K +5,231 +2%
SFG
145
StrategIQ Financial Group
Indiana
$11.5M -$209K -4,113 -2%
LI
146
LMCG Investments
Massachusetts
$11.5M +$53.5K +1,050 +0.5%
CW
147
Connectus Wealth
Ohio
$11.4M +$4.26M +83,630 +59%
SW
148
SVB Wealth
Massachusetts
$11.2M +$1.38M +27,121 +14%
WPC
149
White Pine Capital
Minnesota
$11.1M -$1.43M -28,009 -11%
DAM
150
Delta Asset Management
Tennessee
$11M -$420K -8,240 -4%

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.