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
WIM
901
Westside Investment Management
California
$20
HCM
902
Hilton Capital Management
New York
-$21.5M -415,775 Closed
WW
903
Westshore Wealth
California
-$14.1M -273,377 Closed
CIAS
904
CFS Investment Advisory Services
New Jersey
-$5K -267,082 Closed
PAMP
905
Polar Asset Management Partners
Ontario, Canada
-$10.3M -200,000 Closed
NAM
906
Nationwide Asset Management
Ohio
-$9.63M -186,220 Closed
NFA
907
Nationwide Fund Advisors
Ohio
-$9.63M -186,220 Closed
Citadel Advisors
908
Citadel Advisors
Florida
-$4.78M -92,425 Closed
OMC
909
Old Mission Capital
Illinois
-$4.52M -87,430 Closed
CAC
910
Certified Advisory Corp
Florida
-$3.24M -62,691 Closed
Bank of Nova Scotia
911
Bank of Nova Scotia
Ontario, Canada
-$2.39M -46,200 Closed
MMA
912
Miracle Mile Advisors
California
-$1.94M -37,443 Closed
HWM
913
Howard Wealth Management
Connecticut
-$1.69M -32,770 Closed
CIC
914
Carnegie Investment Counsel
Ohio
-$1.38M -26,617 Closed
MA
915
MBA Advisors
Pennsylvania
-$1.35M -26,141 Closed
Millennium Management
916
Millennium Management
New York
-$1.28M -24,704 Closed
GGI
917
Godsey & Gibb Inc
Virginia
-$1.25M -24,065 Closed
EM
918
Excalibur Management
Massachusetts
-$1.14M -22,110 Closed
PCG
919
Private Capital Group
Connecticut
-$1.09M -21,109 Closed
CS
920
Credit Suisse
Switzerland
-$1.03M -20,000 Closed
KWA
921
KCS Wealth Advisory
California
-$998K -19,297 Closed
SFA
922
Semmax Financial Advisors
North Carolina
-$996K -19,266 Closed
SCA
923
Stokes Capital Advisors
South Carolina
-$903K -17,453 Closed
JC
924
JB Capital
Connecticut
-$791K -15,292 Closed
AC
925
Apella Capital
Connecticut
-$652K -12,613 Closed

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.