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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
PFPT
251
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.78M +$870K +15,872 +15%
PWA
252
Pinnacle Wealth Advisors
Tennessee
$6.78M +$6.77M +123,660 New
PA
253
Probity Advisors
Texas
$6.72M -$45.9K -838 -0.7%
OPS
254
Orion Portfolio Solutions
Nebraska
$6.61M -$63K -1,150 -0.9%
FPGK
255
Financial Partners Group (Kansas)
Kansas
$6.56M +$62.7K +1,145 +1%
CAN
256
Cetera Advisor Networks
California
$6.47M +$3.81M +69,468 +143%
LOPW
257
Live Oak Private Wealth
North Carolina
$6.37M +$267K +4,867 +4%
SFA
258
Semmax Financial Advisors
North Carolina
$6.35M +$563K +10,274 +10%
CPIG
259
Chicago Partners Investment Group
Illinois
$6.29M +$200K +3,654 +3%
LG
260
LaFleur & Godfrey
Michigan
$6.25M +$203K +3,710 +3%
DE
261
Day & Ennis
Georgia
$6.25M +$2.49M +45,437 +66%
ANTB
262
AMG National Trust Bank
Colorado
$6.16M -$417K -7,608 -6%
CTA
263
Chesley Taft & Associates
Illinois
$6.07M +$469K +8,552 +8%
SMG
264
Spectrum Management Group
Indiana
$6.04M +$316K +5,771 +6%
RWG
265
Regal Wealth Group
California
$6.03M +$6.03M +109,984 New
CWAF
266
Core Wealth Advisors (Florida)
Florida
$5.95M +$1.93M +35,292 +48%
BHWM
267
Bay Harbor Wealth Management
Maryland
$5.84M +$1.15M +20,939 +24%
PBO
268
Peoples Bank (Ohio)
Ohio
$5.78M +$50.9K +929 +0.9%
SPC
269
Sigma Planning Corp
Michigan
$5.76M +$2.03M +37,017 +54%
CCT
270
Capital City Trust
Florida
$5.76M -$220K -4,014 -4%
SW
271
SVB Wealth
Massachusetts
$5.75M +$4.17M +76,145 +265%
CCM
272
Covington Capital Management
California
$5.72M +$477K +8,701 +9%
AIA
273
Armor Investment Advisors
North Carolina
$5.71M +$431K +7,868 +8%
MAFM
274
Mid Atlantic Financial Management
Pennsylvania
$5.65M +$260K +4,741 +5%
WA
275
Wealthstar Advisors
Texas
$5.59M +$5.58M +101,797 New

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.