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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
SL
401
SWMG LLC
Texas
$2.36M +$248K +4,524 +12%
AWA
402
Arkadios Wealth Advisors
Georgia
$2.35M -$2.28M -41,625 -49%
Comerica Bank
403
Comerica Bank
Texas
$2.34M +$278K +5,073 +13%
FUBT
404
First United Bank & Trust
Maryland
$2.33M -$1.32M -24,048 -36%
FCMT
405
Founders Capital Management (Texas)
Texas
$2.33M
PPP
406
Private Portfolio Partners
New Jersey
$2.32M +$154K +2,807 +7%
HSA
407
HBK Sorce Advisory
Pennsylvania
$2.32M +$346K +6,310 +17%
PG
408
Prostatis Group
Maryland
$2.32M +$129K +2,354 +6%
VWM
409
Venturi Wealth Management
Texas
$2.31M +$752K +13,718 +48%
TPWA
410
TRUE Private Wealth Advisors
Oregon
$2.31M +$819K +14,949 +55%
HWMA
411
Heritage Wealth Management (Arizona)
Arizona
$2.31M -$304K -5,554 -12%
SP
412
Successful Portfolios
Florida
$2.26M +$1.03M +18,718 +83%
ISL
413
Ingalls & Snyder LLC
New York
$2.25M -$179K -3,275 -7%
SWA
414
Sax Wealth Advisors
New Jersey
$2.24M +$712 +13 +0%
AWE
415
Avidian Wealth Enterprises
Texas
$2.24M +$54K +986 +2%
LC
416
Lindbrook Capital
California
$2.23M
NSB
417
Norway Savings Bank
Maine
$2.23M -$255K -4,661 -10%
WAS
418
Wealth Advisory Solutions
Indiana
$2.21M -$925K -16,887 -29%
IWM
419
IHT Wealth Management
Illinois
$2.21M -$83.7K -1,527 -4%
WTC
420
WhitTier Trust Company
Nevada
$2.2M +$114K +2,086 +5%
ZIM
421
Zacks Investment Management
Illinois
$2.14M +$652K +11,896 +44%
BFEC
422
Benjamin F. Edwards & Company
Missouri
$2.13M -$4.93M -89,993 -70%
RIA
423
Regal Investment Advisors
Michigan
$2.12M +$2.12M +38,632 New
CGA
424
Crescent Grove Advisors
Illinois
$2.1M +$2.1M +38,389 New
First Trust Advisors
425
First Trust Advisors
Illinois
$2.05M -$180K -3,293 -8%

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.