iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
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, 242 increasing their positions, 432 reducing their positions, and 93 closing their positions.
24% more capital inflows, than outflows
Capital inflows: $1.76B | Capital outflows: $1.42B
17% more funds holding in top 10
Funds holding in top 10: 95 → 111 (+16)
0.62% more ownership
Funds ownership: 74.06% → 74.68% (+0.62%)
6% less first-time investments, than exits
New positions opened: 87 | Existing positions closed: 93
2% less funds holding
Funds holding: 924 → 901 (-23)
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: 242 | Existing positions reduced: 432
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Johns Hopkins University
Baltimore,
Maryland
|
+$534M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$262M |
| 3 |
BlackRock
New York
|
+$219M |
| 4 |
Pathstone Family Office
Englewood,
New Jersey
|
+$100M |
| 5 |
New York Life Investment Management
New York
|
+$65.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$112M |
| 2 |
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
-$94.2M |
| 3 |
Eaton Vance Management
Boston,
Massachusetts
|
-$93.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$91.8M |
| 5 |
Morgan Stanley
New York
|
-$89.9M |
IGSB Hedge Fund Activity: Q2 2022 in Review
901 of the 5,963 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 0.33% from $15.2B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of IGSB and 87 opened new positions — a net loss of 6 holders — while 432 trimmed existing stakes and 242 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 924 in Q1 2022.
- Funds reported $15.1B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q2 2022, down 0.33% quarter-over-quarter.
- 87 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q2 2022 and 93 closed out, a net change of -6 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.