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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
FCM
301
Fortis Capital Management
Washington
$4.33M +$159K +2,912 +4%
AIA
302
Ally Invest Advisors
North Carolina
$4.33M +$662K +12,092 +18%
SFG
303
Sage Financial Group
Pennsylvania
$4.3M +$75.9K +1,385 +2%
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$4.3M -$12.5K -228 -0.3%
CC
305
Courier Capital
New York
$4.3M +$292K +5,325 +7%
HPC
306
HM Payson & Co
Maine
$4.29M -$109K -1,993 -2%
CWS
307
Cypress Wealth Services
California
$4.28M -$233K -4,258 -5%
VFA
308
Voya Financial Advisors
Connecticut
$4.22M -$613K -11,196 -13%
IA
309
IFP Advisors
Florida
$4.21M -$463K -8,448 -10%
PG
310
Proffitt & Goodson
Tennessee
$4.05M -$57.9K -1,057 -1%
BAM
311
Barrett Asset Management
New York
$3.91M +$167K +3,043 +4%
GL
312
Graypoint LLC
New York
$3.9M +$2.1M +38,357 +116%
DSC
313
Duncker Streett & Co
Missouri
$3.9M -$1.1M -20,000 -22%
IWP
314
Icon Wealth Partners
Texas
$3.86M -$3.01M -54,962 -44%
CIBC World Market
315
CIBC World Market
Ontario, Canada
$3.81M +$199K +3,626 +5%
WA
316
Wambolt & Associates
Colorado
$3.81M +$674K +12,306 +21%
RCG
317
Rock Creek Group
District of Columbia
$3.8M
BHWM
318
Bay Harbor Wealth Management
Maryland
$3.76M -$2.07M -37,767 -35%
FWC
319
First Washington Corp
Washington
$3.74M -$120K -2,200 -3%
William Blair & Company
320
William Blair & Company
Illinois
$3.66M -$141K -2,582 -4%
AFAS
321
Acorn Financial Advisory Services
Virginia
$3.65M -$151K -2,749 -4%
DC
322
Davenport & Co
Virginia
$3.65M -$4.44K -81 -0.1%
MM
323
Meridian Management
Arkansas
$3.61M
HAIM
324
Hunter Associates Investment Management
Pennsylvania
$3.57M -$219K -4,000 -6%
RA
325
RFG Advisory
Alabama
$3.51M +$366K +6,683 +12%

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.