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
BWL
876
Bogart Wealth LLC
Virginia
$11K -$5.14K -101 -31%
AIP
877
Ameritas Investment Partners
Nebraska
$11K
PP
878
PrairieView Partners
Minnesota
$11K
LDFR
879
Lehman & Derafelo Financial Resources
Pennsylvania
$10K +$9.57K +188 New
Bank of Montreal
880
Bank of Montreal
Ontario, Canada
$9.21K -$5.47M -107,389 -37%
MAWCM
881
Mine & Arao Wealth Creation & Management
California
$9K +$51 +1 +0.5%
CFD
882
Creative Financial Designs
Indiana
$8K
PFBT
883
Parkside Financial Bank & Trust
Missouri
$7K -$7.48K -147 -53%
FMP
884
Financial Management Professionals
Texas
$7K
TCOV
885
Trust Company of Vermont
Vermont
$7K +$6.42K +126 New
CCM
886
Chilton Capital Management
Texas
$7K +$7.48K +147 New
BBHC
887
Brown Brothers Harriman & Co
New York
$6K -$7.38M -145,000 -100%
LPWM
888
Lake Point Wealth Management
Texas
$5K +$4.74K +93 New
CAL
889
Capital Advisors Ltd
Ohio
$4K
RVM
890
Robinson Value Management
Texas
$4K
BW
891
Bison Wealth
Georgia
$3K -$13.5K -266 -81%
BCMLT
892
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K
IF
893
Integrity Financial
Wyoming
$3K
WB
894
Webster Bank
Connecticut
$3K
CP
895
Castleview Partners
Texas
$2.28K -$69.2K -1,359 -99%
EW
896
Element Wealth
Mississippi
$2K
KFI
897
Key Financial Inc
Pennsylvania
$2K +$1.63K +32 New
M1FG
898
Mach-1 Financial Group
Arkansas
$2K +$2.34K +46 New
TAIM
899
TD Ameritrade Investment Management
Nebraska
$1K
BRWM
900
B. Riley Wealth Management
Tennessee
$274 +$20K +392 +8%

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.