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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
WA
351
Winfield Associates
Ohio
$3.16M +$227K +4,147 +8%
WA
352
Wilshire Advisors
California
$3.14M +$34.1K +622 +1%
WA
353
Wambolt & Associates
Colorado
$3.14M +$597K +10,890 +23%
CAM
354
Concorde Asset Management
Michigan
$3.13M -$166K -3,037 -5%
ECM
355
Evergreen Capital Management
Washington
$3.12M
SWA
356
Stratos Wealth Advisors
Ohio
$3.05M +$2.09M +38,140 +219%
BCA
357
Biltmore Capital Advisors
New Jersey
$3.03M +$581K +10,606 +24%
HKAM
358
Horizon Kinetics Asset Management
New York
$2.96M
RMC
359
Resources Management Corp
Connecticut
$2.95M +$2.95M +53,853 New
HWAM
360
Hennion & Walsh Asset Management
New Jersey
$2.94M +$387K +7,061 +15%
MCM
361
Monument Capital Management
Virginia
$2.89M -$43.4K -792 -1%
NSCM
362
New South Capital Management
Tennessee
$2.89M
FWIA
363
Fort Washington Investment Advisors
Ohio
$2.88M -$5.76M -105,080 -67%
JWS
364
Juncture Wealth Strategies
Arizona
$2.88M -$288K -5,251 -9%
Allianz Asset Management
365
Allianz Asset Management
Germany
$2.86M +$2.86M +52,199 New
SFG
366
Summit Financial Group
West Virginia
$2.85M +$374K +6,820 +15%
MAG
367
MRA Advisory Group
New Jersey
$2.85M -$497K -9,078 -15%
CGFA
368
Colton Groome Financial Advisors
North Carolina
$2.84M +$1.99M +36,324 +235%
HC
369
Hatton Consulting
Arizona
$2.83M -$412K -7,518 -13%
KWM
370
Kingsview Wealth Management
Oregon
$2.8M +$76.4K +1,395 +3%
WBG
371
Wharton Business Group
Pennsylvania
$2.78M -$284K -5,175 -9%
C1AG
372
Client 1st Advisory Group
Florida
$2.78M -$4.66M -85,059 -63%
GVAG
373
Great Valley Advisor Group
Delaware
$2.78M +$2.78M +50,673 New
FNBT
374
FineMark National Bank & Trust
Florida
$2.78M -$14.5K -264 -0.5%
I
375
INVST
Indiana
$2.77M +$385K +7,028 +16%

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.