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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
IP
376
Investment Partners
Ohio
$2.51M +$117K +2,128 +5%
HC
377
Hatton Consulting
Arizona
$2.51M -$317K -5,793 -11%
ZIM
378
Zacks Investment Management
Illinois
$2.5M +$373K +6,816 +17%
KPWS
379
Kestra Private Wealth Services
Texas
$2.47M -$147K -2,690 -6%
FWIA
380
Fort Washington Investment Advisors
Ohio
$2.47M -$401K -7,330 -14%
HW
381
Hancock Whitney
Mississippi
$2.45M -$6.17M -112,565 -72%
CB
382
Commerce Bank
Missouri
$2.44M
MCM
383
Monument Capital Management
Virginia
$2.42M -$466K -8,510 -16%
WIA
384
World Investment Advisors
California
$2.39M -$181K -3,299 -7%
AAS
385
Avantax Advisory Services
Texas
$2.38M -$284K -5,177 -11%
WP
386
WealthShield Partners
North Carolina
$2.32M -$10.9M -199,924 -82%
SWA
387
Sax Wealth Advisors
New Jersey
$2.3M +$66K +1,205 +3%
FCMT
388
Founders Capital Management (Texas)
Texas
$2.28M -$37.6K -686 -2%
FCA
389
FinTrust Capital Advisors
South Carolina
$2.24M +$1.22M +22,248 +119%
ISL
390
Ingalls & Snyder LLC
New York
$2.23M -$19.4K -355 -0.9%
WAS
391
Wealth Advisory Solutions
Indiana
$2.22M +$15.1K +276 +0.7%
GWM
392
Graybill Wealth Management
Illinois
$2.22M +$2.22M +40,592 New
NSB
393
Norway Savings Bank
Maine
$2.21M -$21.9K -400 -1%
HWMA
394
Heritage Wealth Management (Arizona)
Arizona
$2.2M -$102K -1,870 -4%
SP
395
Successful Portfolios
Florida
$2.19M -$65.3K -1,192 -3%
WTC
396
WhitTier Trust Company
Nevada
$2.19M -$6.03K -110 -0.3%
OMC
397
Old Mission Capital
Illinois
$2.17M +$2.18M +39,719 New
BS
398
Boenning & Scattergood
Pennsylvania
$2.15M -$275K -5,025 -11%
DAS
399
Dynamic Advisor Solutions
Arizona
$2.14M -$287K -5,248 -12%
RG
400
Rathbones Group
United Kingdom
$2.13M +$248K +4,530 +13%

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.