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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
SWM
251
Spire Wealth Management
Virginia
$6.17M -$1.65M -30,046 -21%
CCM
252
Covington Capital Management
California
$6.16M +$455K +8,301 +8%
ANTB
253
AMG National Trust Bank
Colorado
$6.16M +$13.6K +249 +0.2%
WF
254
Williams Financial
Vermont
$6.12M -$2.13M -38,881 -26%
DE
255
Day & Ennis
Georgia
$6.11M -$125K -2,288 -2%
CTA
256
Chesley Taft & Associates
Illinois
$6.08M +$24K +438 +0.4%
LG
257
LaFleur & Godfrey
Michigan
$6.07M -$165K -3,005 -3%
RWG
258
Regal Wealth Group
California
$6.06M +$47.7K +871 +0.8%
ODIJL
259
One Day In July LLC
Vermont
$5.93M +$2.22M +40,598 +60%
SSWM
260
Smith Salley Wealth Management
North Carolina
$5.83M +$3.86M +70,467 +195%
MWP
261
Meridian Wealth Partners
Pennsylvania
$5.82M +$5.83M +106,521 New
AWM
262
Aries Wealth Management
Maine
$5.77M +$282K +5,145 +5%
PGFC
263
Peapack-Gladstone Financial Corp
New Jersey
$5.76M +$4.91M +89,728 +573%
AIA
264
Armor Investment Advisors
North Carolina
$5.75M +$54.9K +1,003 +1%
PBO
265
Peoples Bank (Ohio)
Ohio
$5.75M -$7.67K -140 -0.1%
CCT
266
Capital City Trust
Florida
$5.74M
EDRIA
267
Edmonds Duncan Registered Investment Advisors
Kansas
$5.73M +$394K +7,191 +7%
MGIA
268
Matthew Goff Investment Advisor
Texas
$5.7M -$6.28M -114,700 -52%
WA
269
Wealthstar Advisors
Texas
$5.67M +$99.8K +1,822 +2%
AF
270
Arrow Financial
New York
$5.59M +$461K +8,413 +9%
PP
271
Prosperity Planning
Missouri
$5.59M +$316K +5,762 +6%
BF
272
BOK Financial
Oklahoma
$5.58M +$5.59M +102,142 New
Creative Planning
273
Creative Planning
Kansas
$5.55M -$2.2M -40,141 -28%
SPC
274
Sigma Planning Corp
Michigan
$5.54M -$211K -3,853 -4%
GEA
275
Glen Eagle Advisors
New Jersey
$5.45M +$2.14M +39,077 +65%

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.