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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
AIA
326
Ally Invest Advisors
North Carolina
$3.68M +$781K +14,262 +27%
AP
327
Advisors Preferred
Maryland
$3.67M +$196K +3,580 +3%
DC
328
Davenport & Co
Virginia
$3.67M -$3.35M -61,095 -48%
GM
329
GeoWealth Management
Illinois
$3.63M -$3.16M -57,614 -47%
CIBC World Market
330
CIBC World Market
Ontario, Canada
$3.63M +$47.4K +865 +1%
MM
331
Meridian Management
Arkansas
$3.62M
Mirae Asset Global Investments
332
Mirae Asset Global Investments
South Korea
$3.62M +$3.62M +66,000 New
FMN
333
Financial Management Network
California
$3.6M -$930K -16,971 -21%
FBA
334
Front Barnett Associates
Illinois
$3.58M +$67.1K +1,225 +2%
NFG
335
Next Financial Group
Texas
$3.53M +$721K +13,162 +26%
Millennium Management
336
Millennium Management
New York
$3.47M +$1.88M +34,282 +118%
ASN
337
Advisory Services Network
Georgia
$3.45M +$677K +12,356 +24%
BHB
338
Bank Hapoalim BM
Israel
$3.44M
GCA
339
Gradient Capital Advisors
California
$3.42M +$293K +5,341 +9%
4WM
340
4J Wealth Management
Virginia
$3.4M +$1.35M +24,719 +66%
AR
341
Advisory Research
Illinois
$3.39M
PA
342
Pinnacle Associates
New York
$3.39M +$5.48K +100 +0.2%
MPW
343
MA Private Wealth
California
$3.37M +$933K +17,036 +38%
LTI
344
Laffer Tengler Investments
Tennessee
$3.36M -$281K -5,135 -8%
TF
345
Trek Financial
Arizona
$3.35M +$472K +8,617 +16%
GEA
346
Glen Eagle Advisors
New Jersey
$3.32M +$2.53M +46,223 +322%
HCP
347
Holt Capital Partners
Texas
$3.31M
AIM
348
Aspen Investment Management
Michigan
$3.29M +$5.48K +100 +0.2%
DWM
349
Dakota Wealth Management
Florida
$3.2M -$170K -3,111 -5%
RA
350
RFG Advisory
Alabama
$3.16M -$744K -13,573 -19%

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.