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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
PT
276
Plimoth Trust
Massachusetts
$5.58M -$290K -5,297 -5%
SFG
277
Sovereign Financial Group
Connecticut
$5.54M
AWM
278
Aries Wealth Management
Maine
$5.51M +$290K +5,290 +6%
EDRIA
279
Edmonds Duncan Registered Investment Advisors
Kansas
$5.35M +$418K +7,630 +8%
PP
280
Prosperity Planning
Missouri
$5.29M +$5.29M +96,467 New
LWM
281
Liberty Wealth Management
California
$5.22M +$1.62M +29,608 +45%
RC
282
Roundview Capital
New Jersey
$5.19M +$31.8K +581 +0.6%
AF
283
Arrow Financial
New York
$5.15M -$42K -766 -0.8%
PRS
284
Pinkerton Retirement Specialists
Idaho
$5.15M +$5.14M +93,903 New
PWPCM
285
Perella Weinberg Partners Capital Management
New York
$5.11M
CAG
286
Csenge Advisory Group
Florida
$5.03M +$272K +4,963 +6%
DSC
287
Duncker Streett & Co
Missouri
$5M
SAM
288
Strategy Asset Managers
California
$4.97M +$732K +13,370 +17%
WCM
289
Wunderlich Capital Managemnt
Tennessee
$4.94M -$12.5K -229 -0.3%
PPSG
290
Princeton Portfolio Strategies Group
New Jersey
$4.94M +$2.31M +42,250 +88%
MCP
291
Martin Capital Partners
Oregon
$4.89M +$378K +6,891 +8%
VFA
292
Voya Financial Advisors
Connecticut
$4.85M -$3.25M -59,351 -40%
DADC
293
D.A. Davidson & Co
Montana
$4.71M +$34.9K +637 +0.7%
IA
294
IFP Advisors
Florida
$4.68M -$511K -9,332 -10%
BSA
295
Bull Street Advisors
Georgia
$4.64M -$49.3K -900 -1%
IA
296
IFS Advisors
Kansas
$4.61M +$16.2K +295 +0.4%
CWS
297
Cypress Wealth Services
California
$4.52M -$1.97M -35,999 -30%
SWM
298
SigFig Wealth Management
California
$4.52M +$1.05M +19,168 +30%
FNBOSM
299
First National Bank of South Miami
Florida
$4.48M +$773K +14,116 +21%
FIM
300
Freedom Investment Management
Connecticut
$4.46M -$605K -11,034 -12%

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.