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
RCA
176
Resonant Capital Advisors
Wisconsin
$8.91M +$4.4M +86,403 +96%
KAS
177
Kestra Advisory Services
Texas
$8.77M -$308K -6,041 -3%
CFMC
178
Curbstone Financial Management Corp
New Hampshire
$8.76M -$3.01M -59,150 -25%
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
$8.58M +$362K +7,115 +4%
VHAM
180
Van Hulzen Asset Management
California
$8.53M -$1.5M -29,448 -15%
PR
181
Payden & Rygel
California
$8.49M +$8.19M +160,943 +2,298%
RF
182
Resolute Financial
Massachusetts
$8.42M -$553K -10,855 -6%
RFC
183
Regions Financial Corp
Alabama
$8.38M +$2.49M +48,883 +42%
CPSC
184
Carl P. Sherr & Co
Massachusetts
$8.34M +$453K +8,891 +6%
CCG
185
Cypress Capital Group
Florida
$8.3M -$1.94M -38,151 -19%
SAM
186
SP Asset Management
California
$8.05M -$875K -17,194 -10%
CWM
187
Concentric Wealth Management
California
$7.97M -$1.45M -28,536 -15%
PFM
188
Peak Financial Management
Massachusetts
$7.92M +$261K +5,121 +3%
IAN
189
Integrated Advisors Network
Texas
$7.87M -$1.86M -36,534 -19%
Northern Trust
190
Northern Trust
Illinois
$7.85M -$2.57M -50,509 -0.3%
AIMU
191
Allianz Investment Management US
Minnesota
$7.79M -$509K -10,000 -6%
AI
192
Atria Investments
North Carolina
$7.63M -$16.1M -316,460 -68%
PAG
193
Private Advisor Group
New Jersey
$7.59M -$366K -7,181 -5%
SC
194
Scotia Capital
Ontario, Canada
$7.44M +$117K +2,297 +2%
PCM
195
Pointe Capital Management
Michigan
$7.34M -$12.9K -253 -0.2%
PWPCM
196
Perella Weinberg Partners Capital Management
New York
$7.33M
PAG
197
Powers Advisory Group
Illinois
$7.29M +$260K +5,107 +4%
SC
198
SouthState Corp
Florida
$7.29M -$411K -8,071 -5%
CCA
199
Checchi Capital Advisers
California
$7.17M +$7.12M +139,816 New
CWAF
200
Core Wealth Advisors (Florida)
Florida
$7.05M +$1.02M +20,031 +17%

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.