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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
KWM
326
Kingsview Wealth Management
Oregon
$3.51M +$718K +13,106 +26%
GCA
327
Gradient Capital Advisors
California
$3.46M +$54.2K +989 +2%
HWAM
328
Hennion & Walsh Asset Management
New Jersey
$3.46M +$527K +9,625 +18%
PA
329
Pinnacle Associates
New York
$3.46M +$74.8K +1,365 +2%
4WM
330
4J Wealth Management
Virginia
$3.45M +$58.5K +1,068 +2%
SAM
331
Silvercrest Asset Management
New York
$3.45M +$3.45M +63,060 New
SFG
332
Summit Financial Group
West Virginia
$3.4M +$563K +10,279 +20%
CGFA
333
Colton Groome Financial Advisors
North Carolina
$3.39M +$564K +10,297 +20%
FBA
334
Front Barnett Associates
Illinois
$3.37M -$204K -3,729 -6%
BHB
335
Bank Hapoalim BM
Israel
$3.33M
GWM
336
Geneos Wealth Management
Colorado
$3.33M +$1.6M +29,209 +92%
HCP
337
Holt Capital Partners
Texas
$3.29M
AIM
338
Aspen Investment Management
Michigan
$3.29M +$4.05K +74 +0.1%
NFG
339
Next Financial Group
Texas
$3.28M -$236K -4,303 -7%
SWP
340
Stratos Wealth Partners
Ohio
$3.25M -$436K -7,966 -12%
WA
341
Winfield Associates
Ohio
$3.21M +$65.7K +1,199 +2%
LWM
342
Liberty Wealth Management
California
$3.19M -$2.02M -36,867 -39%
JWS
343
Juncture Wealth Strategies
Arizona
$3.19M +$315K +5,755 +11%
DWM
344
Dakota Wealth Management
Florida
$3.15M -$37.1K -678 -1%
ECM
345
Evergreen Capital Management
Washington
$3.11M
SMG
346
Spectrum Management Group
Indiana
$3.06M -$2.97M -54,165 -49%
WCM
347
Washington Capital Management
Washington
$2.97M +$2.98M +54,418 New
ECA
348
Elevated Capital Advisors
Utah
$2.97M +$2.97M +54,276 New
HKAM
349
Horizon Kinetics Asset Management
New York
$2.95M
First Trust Advisors
350
First Trust Advisors
Illinois
$2.95M +$915K +16,698 +45%

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.