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iShares 1-5 Year Investment Grade Corporate Bond ETF

906 hedge funds and large institutions have $17.1B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 358 increasing their positions, 322 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 49

11% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 322

0% more funds holding

Funds holding: 903906 (+3)

1% less funds holding in top 10

Funds holding in top 10: 114113 (-1)

5.62% less ownership

Funds ownership: 77.1%71.49% (-5.6%)

13% less capital invested

Capital invested by funds: $19.8B → $17.1B (-$2.65B)

Holders
906
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
15.86%
Holding in Top 10
113
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.88%
% of All Funds
1.98%
New
69
Increased
358
Reduced
322
Closed
49
Calls
$705K
Puts
Net Calls
+$705K
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
226
Johanson Financial Advisors
California
$7.55M -$96.1K -1,755 -1%
BIAS
227
Beacon Investment Advisory Services
New Jersey
$7.54M -$11.2M -205,142 -60%
PWPCM
228
Perella Weinberg Partners Capital Management
New York
$7.47M +$2.38M +43,543 +47%
PFG
229
PAX Financial Group
Texas
$7.41M -$5.7M -104,021 -43%
NAM
230
NorthCoast Asset Management
Connecticut
$7.41M +$314K +5,737 +4%
RFC
231
Regions Financial Corp
Alabama
$7.28M -$269K -4,904 -4%
B
232
Bellecapital
Switzerland
$7.1M -$254K -4,633 -3%
SIC
233
Shoker Investment Counsel
Ohio
$7.09M +$30.7K +561 +0.4%
SIA
234
SeaBridge Investment Advisors
New Jersey
$7.06M +$99K +1,807 +1%
SB
235
Sunflower Bank
Texas
$7.03M -$665K -12,143 -9%
TNBTD
236
Trustmark National Bank Trust Department
Mississippi
$6.93M +$90.3K +1,648 +1%
SHIM
237
Stone House Investment Management
Pennsylvania
$6.92M
AC
238
Abbrea Capital
California
$6.89M -$59.2K -1,080 -0.8%
FPGK
239
Financial Partners Group (Kansas)
Kansas
$6.89M +$351K +6,416 +5%
LOPW
240
Live Oak Private Wealth
North Carolina
$6.89M +$537K +9,813 +8%
SFG
241
Sovereign Financial Group
Connecticut
$6.88M +$1.35M +24,636 +24%
GM
242
GeoWealth Management
Illinois
$6.67M +$3.06M +55,898 +84%
OPS
243
Orion Portfolio Solutions
Nebraska
$6.63M +$36.4K +664 +0.6%
PT
244
Plimoth Trust
Massachusetts
$6.6M +$1.04M +19,065 +19%
PA
245
Probity Advisors
Texas
$6.56M -$134K -2,441 -2%
SCA
246
Snowden Capital Advisors
New York
$6.36M -$4.37M -79,796 -41%
GC
247
Gilbert & Cook
Iowa
$6.32M -$5.57M -101,644 -47%
YIA
248
YHB Investment Advisors
Connecticut
$6.29M +$2.18M +39,878 +53%
CWAF
249
Core Wealth Advisors (Florida)
Florida
$6.24M +$305K +5,568 +5%
AW
250
ACG Wealth
Georgia
$6.17M -$4.92M -89,810 -44%

IGSB Hedge Fund Activity: Q3 2021 in Review

906 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q3 2021, worth a combined $17.1B — down 13% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new IGSB positions and 49 closed out — a net gain of 20 holders — while 358 added to existing stakes and 322 trimmed.

The largest buyer was Mitsubishi UFJ Trust & Banking, adding an estimated $99.1M. The largest seller was Envestnet Asset Management, cutting an estimated $778M.

  • 906 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2021, up from 903 in Q2 2021.
  • Funds reported $17.1B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q3 2021, down 13% quarter-over-quarter.
  • 69 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q3 2021 and 49 closed out, a net change of +20 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2021 was Mitsubishi UFJ Trust & Banking, an estimated $99.1M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $778M sold.

Based on aggregated 13F filings for Q3 2021.