We are live on ! Find out more
IGSB icon

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
S
601
Surevest
California
$466K -$74.5K -1,463 -14%
CGA
602
Crescent Grove Advisors
Illinois
$463K -$198K -3,892 -30%
PCMC
603
Paragon Capital Management (Colorado)
Colorado
$463K +$467K +9,168 New
EH
604
Equitable Holdings
New York
$459K -$505K -9,911 -52%
MRCM
605
M&R Capital Management
New Jersey
$454K
EWM
606
Evercore Wealth Management
New York
$453K
CHAM
607
Clear Harbor Asset Management
Connecticut
$452K
MFIMFI
608
Mesirow Financial Investment Management - Fixed Income
Illinois
$449K
OPWM
609
Oxinas Partners Wealth Management
Indiana
$449K +$12.6K +248 +3%
BSW
610
Buckingham Strategic Wealth
Missouri
$447K +$450K +8,838 New
Prudential Financial
611
Prudential Financial
New Jersey
$444K -$255K -5,013 -36%
BLC
612
Brown, Lisle/Cummings
Rhode Island
$444K +$447K +8,775 New
PPW
613
Parcion Private Wealth
Washington
$441K -$3.08M -60,445 -87%
MA
614
MUFG Americas
New York
$439K -$97.2K -1,909 -18%
FS
615
Ferguson Shapiro
Georgia
$439K +$442K +8,681 New
WS
616
Wedbush Securities
California
$438K -$105K -2,059 -19%
SS
617
Simplicity Solutions
Minnesota
$438K -$42K -824 -9%
CCM
618
Crew Capital Management
Ohio
$437K
WHG
619
Westwood Holdings Group
Texas
$434K -$34.6K -680 -7%
CFG
620
Citizens Financial Group
Rhode Island
$431K -$238K -4,679 -35%
CIS
621
Connors Investor Services
Pennsylvania
$428K
BFM
622
Boston Financial Management
Massachusetts
$426K
RWP
623
Ridgecrest Wealth Partners
California
$423K -$242K -4,750 -36%
DFC
624
DBK Financial Counsel
Ohio
$423K -$50.9K -1,000 -11%
SSWM
625
Sheets Smith Wealth Management
North Carolina
$422K +$52.6K +1,034 +14%

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.