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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
SFS
151
Strategic Financial Services
New York
$11M +$11.1M +217,862 New
IDBONY
152
Israel Discount Bank of New York
New York
$11M +$683K +13,419 +7%
PJSIMP
153
P.J. Schmidt Investment Management (PJS)
Wisconsin
$10.9M +$10.9M +214,439 New
BFG
154
Beacon Financial Group
Texas
$10.8M -$176K -3,452 -2%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$10.8M -$532K -10,443 -5%
Bank of New York Mellon
156
Bank of New York Mellon
New York
$10.8M -$3.57M -70,082 -25%
GIM
157
Goelzer Investment Management
Indiana
$10.7M +$64.4K +1,264 +0.6%
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$10.6M +$6.32M +124,125 +145%
EDRH
159
Edmond de Rothschild Holding
Switzerland
$10.6M +$9.84M +193,295 +1,194%
IA
160
IFP Advisors
Florida
$10.6M
EBSAM
161
Eubel Brady & Suttman Asset Management
Ohio
$10.5M -$561K -11,011 -5%
DCM
162
Disciplina Capital Management
Tennessee
$10.4M -$7.28M -142,939 -41%
KL
163
KWMG LLC
Kansas
$10.3M -$34.6K -680 -0.3%
SAM
164
Stone Asset Management
Texas
$10.3M -$1.5M -29,416 -13%
AWM
165
AE Wealth Management
Kansas
$10.2M -$4.75M -93,235 -32%
AWS
166
Atria Wealth Solutions
New York
$10.1M -$550K -10,793 -5%
CPIG
167
Chicago Partners Investment Group
Illinois
$10.1M +$2.21M +43,390 +28%
NAM
168
NTV Asset Management
West Virginia
$9.89M -$338K -6,636 -3%
PG
169
Proffitt & Goodson
Tennessee
$9.84M -$2.35M -46,134 -19%
ET
170
Equitable Trust
Tennessee
$9.52M -$10.6M -209,026 -53%
CFGS
171
Concourse Financial Group Securities
Alabama
$9.38M +$171K +3,367 +2%
JSA
172
Jacobson & Schmitt Advisors
Wisconsin
$9.21M +$9.28M +182,296 New
WT
173
Whittier Trust
California
$9.06M -$1.13M -22,233 -11%
CISOA
174
Capital Investment Services of America
Wisconsin
$9.01M -$944K -18,545 -9%
APA
175
American Portfolios Advisors
New York
$8.95M -$4.39M -86,296 -33%

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.