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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
WP
401
WMS Partners
Maryland
$2.13M -$394K -7,185 -16%
IIM
402
Ipswich Investment Management
Massachusetts
$2.12M +$1.64M +29,970 +337%
CAM
403
Concorde Asset Management
Michigan
$2.12M -$1M -18,335 -32%
SI
404
Shaker Investments
Ohio
$2.11M +$497K +9,075 +31%
TWM
405
Tradition Wealth Management
Minnesota
$2.1M -$1.78M -32,430 -46%
SBH
406
Segall Bryant & Hamill
Illinois
$2.09M +$156K +2,850 +8%
PCG
407
Private Capital Group
Connecticut
$2.06M -$432K -7,885 -17%
FUBT
408
First United Bank & Trust
Maryland
$2.06M -$265K -4,835 -11%
MMA
409
Miracle Mile Advisors
California
$2.04M +$721K +13,159 +55%
BEI
410
Benjamin Edwards Inc
Missouri
$2.03M +$999K +18,240 +96%
MIAN
411
Mariner Independent Advisor Network
Kansas
$2.03M +$522K +9,526 +35%
WP
412
WealthSource Partners
California
$2.02M -$545K -9,949 -21%
IWA
413
IVC Wealth Advisors
Pennsylvania
$2M +$132K +2,413 +7%
IFS
414
Ifrah Financial Services
Arkansas
$2M +$49.8K +909 +3%
GDP
415
Great Diamond Partners
Maine
$2M +$21.9K +400 +1%
GWM
416
GSB Wealth Management
Connecticut
$1.99M +$979K +17,869 +96%
CAC
417
Certified Advisory Corp
Florida
$1.99M +$1.71M +31,132 +590%
TF
418
Trek Financial
Arizona
$1.98M -$1.37M -24,943 -41%
AWM
419
Avior Wealth Management
Nebraska
$1.97M +$42.3K +773 +2%
HSA
420
HBK Sorce Advisory
Pennsylvania
$1.97M -$347K -6,341 -15%
VAS
421
Vestmark Advisory Solutions
Massachusetts
$1.95M -$11.4K -209 -0.6%
BCV
422
Banque Cantonale Vaudoise
Switzerland
$1.93M
C1AG
423
Client 1st Advisory Group
Florida
$1.93M -$843K -15,386 -30%
MAM
424
Meeder Asset Management
Ohio
$1.93M +$136K +2,482 +8%
EGA
425
Eagle Global Advisors
Texas
$1.9M

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.