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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
KA
376
Kovack Advisors
Florida
$2.76M +$76.2K +1,390 +3%
S
377
Surevest
California
$2.7M +$68.1K +1,243 +3%
AAS
378
Avantax Advisory Services
Texas
$2.67M +$740K +13,516 +38%
WI
379
WrapManager Inc
California
$2.67M +$99.7K +1,819 +4%
SXL
380
Summit X LLC
Missouri
$2.65M +$104K +1,902 +4%
KPWS
381
Kestra Private Wealth Services
Texas
$2.63M -$395K -7,215 -13%
CAAS
382
Capital Asset Advisory Services
Michigan
$2.63M -$79.3K -1,448 -3%
KCM
383
Kanawha Capital Management
Virginia
$2.63M +$477K +8,700 +22%
TCWM
384
Total Clarity Wealth Management
Illinois
$2.61M -$118K -2,150 -4%
HPM
385
Hudson Portfolio Management
New York
$2.61M -$156K -2,850 -6%
WB
386
WesBanco Bank
West Virginia
$2.6M +$263K +4,803 +11%
WIA
387
World Investment Advisors
California
$2.58M +$81.8K +1,493 +3%
WP
388
WealthSource Partners
California
$2.57M -$2.03K -37 -0.1%
CWMU
389
Caliber Wealth Management (Utah)
Utah
$2.57M +$2.56M +46,813 New
AIFAIM
390
American Institute for Advanced Investment Management
Arizona
$2.53M -$11K -200 -0.4%
WP
391
WMS Partners
Maryland
$2.53M -$126K -2,307 -5%
SCA
392
Stonebridge Capital Advisors
Minnesota
$2.5M +$1.24M +22,708 +99%
PCG
393
Private Capital Group
Connecticut
$2.49M +$267K +4,878 +12%
TIM
394
Thornburg Investment Management
New Mexico
$2.48M +$2.33M +42,581 +1,600%
NPP
395
New Potomac Partners
Maryland
$2.46M -$2.19K -40 -0.1%
CB
396
Commerce Bank
Missouri
$2.45M -$2.14K -39 -0.1%
DAS
397
Dynamic Advisor Solutions
Arizona
$2.44M -$8.88K -162 -0.4%
BS
398
Boenning & Scattergood
Pennsylvania
$2.43M -$698K -12,740 -22%
SFS
399
Sowell Financial Services
Arkansas
$2.42M -$1.53M -27,911 -39%
IP
400
Investment Partners
Ohio
$2.4M +$504K +9,200 +27%

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.