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iShares 1-5 Year Investment Grade Corporate Bond ETF

903 hedge funds and large institutions have $19.8B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 433 increasing their positions, 264 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 264

44% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 45

9% more capital invested

Capital invested by funds: $18.2B → $19.8B (+$1.58B)

4% more funds holding in top 10

Funds holding in top 10: 110114 (+4)

1% more funds holding

Funds holding: 895903 (+8)

1.43% less ownership

Funds ownership: 78.53%77.1% (-1.4%)

Holders
903
Holders Change
+8
Holders Change %
+0.89%
% of All Funds
15.72%
Holding in Top 10
114
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.64%
% of All Funds
1.98%
New
65
Increased
433
Reduced
264
Closed
45
Calls
$603K
Puts
Net Calls
+$603K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
226
Granite Investment Advisors
New Hampshire
$7.81M +$2.16M +39,506 +38%
Creative Planning
227
Creative Planning
Kansas
$7.77M -$3.96M -72,234 -34%
SB
228
Sunflower Bank
Texas
$7.72M -$148K -2,694 -2%
PFM
229
Peak Financial Management
Massachusetts
$7.71M +$379K +6,917 +5%
SC
230
SouthState Corp
Florida
$7.69M +$1.36M +24,889 +22%
Betterment LLC
231
Betterment LLC
New York
$7.68M -$1.16M -21,096 -13%
JFA
232
Johanson Financial Advisors
California
$7.66M -$46K -840 -0.6%
EH
233
Equitable Holdings
New York
$7.63M +$709K +12,936 +10%
BWP
234
Bernardo Wealth Planning
Pennsylvania
$7.58M +$2.65M +48,397 +54%
RFC
235
Regions Financial Corp
Alabama
$7.57M -$296K -5,406 -4%
CWM
236
Concentric Wealth Management
California
$7.51M +$884K +16,140 +13%
PCM
237
Pointe Capital Management
Michigan
$7.49M +$632K +11,533 +9%
B
238
Bellecapital
Switzerland
$7.37M -$251K -4,590 -3%
Susquehanna International Group
239
Susquehanna International Group
Pennsylvania
$7.31M +$7.3M +133,332 New
1WM
240
1900 Wealth Management
Texas
$7.28M +$368K +6,713 +5%
FIA
241
Foundations Investment Advisors
Arizona
$7.25M +$1.87M +34,145 +35%
NAM
242
NorthCoast Asset Management
Connecticut
$7.11M +$608K +11,093 +9%
OAP
243
One Advisory Partners
Kansas
$7.09M +$334K +6,102 +5%
SIC
244
Shoker Investment Counsel
Ohio
$7.08M -$38.3K -699 -0.5%
SIA
245
SeaBridge Investment Advisors
New Jersey
$6.98M -$158K -2,885 -2%
AC
246
Abbrea Capital
California
$6.97M -$115K -2,100 -2%
SHIM
247
Stone House Investment Management
Pennsylvania
$6.92M +$753K +13,750 +12%
TIAM2
248
Tru Independence Asset Management 2
Oregon
$6.9M +$1.49M +27,107 +27%
IWP
249
Icon Wealth Partners
Texas
$6.88M +$1.47M +26,881 +27%
TNBTD
250
Trustmark National Bank Trust Department
Mississippi
$6.86M +$41.8K +763 +0.6%

IGSB Hedge Fund Activity: Q2 2021 in Review

903 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q2 2021, worth a combined $19.8B — up 8.7% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new IGSB positions and 45 closed out — a net gain of 20 holders — while 433 added to existing stakes and 264 trimmed.

The largest buyer was Charles Schwab, adding an estimated $596M. The largest seller was AssetMark Inc, cutting an estimated $288M.

  • 903 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q2 2021, up from 895 in Q1 2021.
  • Funds reported $19.8B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q2 2021, up 8.7% quarter-over-quarter.
  • 65 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q2 2021 and 45 closed out, a net change of +20 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2021 was Charles Schwab, an estimated $596M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q2 2021 was AssetMark Inc, an estimated $288M sold.

Based on aggregated 13F filings for Q2 2021.