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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
CIM
351
Confluence Investment Management
Missouri
$2.95M +$2.95M +53,924 New
LBC
352
Lowe Brockenbrough & Co
Virginia
$2.88M +$2.89M +52,746 New
NSCM
353
New South Capital Management
Tennessee
$2.85M -$31.5K -575 -1%
GVAG
354
Great Valley Advisor Group
Delaware
$2.82M +$54.8K +1,000 +2%
NPP
355
New Potomac Partners
Maryland
$2.79M +$343K +6,260 +14%
SWM
356
SigFig Wealth Management
California
$2.79M -$1.72M -31,379 -38%
S
357
Surevest
California
$2.79M +$92.5K +1,689 +3%
FIA
358
Foundations Investment Advisors
Arizona
$2.78M -$4.46M -81,420 -62%
FMN
359
Financial Management Network
California
$2.77M -$822K -15,006 -23%
MAG
360
MRA Advisory Group
New Jersey
$2.76M -$79.9K -1,458 -3%
SFA
361
Semmax Financial Advisors
North Carolina
$2.76M -$3.58M -65,421 -56%
OAP
362
One Advisory Partners
Kansas
$2.71M -$4.36M -79,692 -62%
KCM
363
Kanawha Capital Management
Virginia
$2.69M +$70.2K +1,282 +3%
1WM
364
1900 Wealth Management
Texas
$2.68M -$4.59M -83,772 -63%
FNBT
365
FineMark National Bank & Trust
Florida
$2.68M -$86.3K -1,576 -3%
WI
366
WrapManager Inc
California
$2.65M -$8.71K -159 -0.3%
WFC
367
Western Financial Corp
California
$2.62M -$1.64M -30,005 -38%
CAAS
368
Capital Asset Advisory Services
Michigan
$2.62M -$3.5K -64 -0.1%
CWMU
369
Caliber Wealth Management (Utah)
Utah
$2.58M +$36.8K +672 +1%
CRI
370
Colonial River Investments
Virginia
$2.58M +$2.6M +47,485 New
TCWM
371
Total Clarity Wealth Management
Illinois
$2.56M -$43.8K -800 -2%
Comerica Bank
372
Comerica Bank
Texas
$2.56M +$245K +4,465 +10%
HPM
373
Hudson Portfolio Management
New York
$2.54M -$60.4K -1,103 -2%
KA
374
Kovack Advisors
Florida
$2.53M -$220K -4,025 -8%
AIFAIM
375
American Institute for Advanced Investment Management
Arizona
$2.52M

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.