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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
SSWM
426
Smith Salley Wealth Management
North Carolina
$1.98M +$1.51M +27,582 +321%
GDP
427
Great Diamond Partners
Maine
$1.98M -$1.04M -18,971 -34%
CCM
428
Coe Capital Management
Illinois
$1.97M -$72.4K -1,322 -4%
VAS
429
Vestmark Advisory Solutions
Massachusetts
$1.97M +$55.9K +1,021 +3%
IFS
430
Ifrah Financial Services
Arkansas
$1.96M +$84.8K +1,547 +5%
AWM
431
Avior Wealth Management
Nebraska
$1.95M +$212K +3,869 +12%
SBH
432
Segall Bryant & Hamill
Illinois
$1.94M -$30.6K -558 -2%
BCV
433
Banque Cantonale Vaudoise
Switzerland
$1.94M
EGA
434
Eagle Global Advisors
Texas
$1.91M +$110K +2,000 +6%
RG
435
Rathbones Group
United Kingdom
$1.89M +$62.3K +1,138 +3%
IWA
436
IVC Wealth Advisors
Pennsylvania
$1.88M +$368K +6,715 +24%
HWM
437
Howard Wealth Management
Connecticut
$1.84M -$20.8K -380 -1%
CCWA
438
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.83M -$3.23K -59 -0.2%
OIA
439
OneDigital Investment Advisors
Kansas
$1.82M +$55.7K +1,017 +3%
PSUF
440
People's United Financial
Connecticut
$1.81M -$13.9K -254 -0.8%
GL
441
Graypoint LLC
New York
$1.81M +$80.2K +1,463 +5%
MAM
442
Meeder Asset Management
Ohio
$1.8M -$67.7K -1,236 -4%
M&T Bank
443
M&T Bank
New York
$1.79M -$171K -3,129 -9%
CAG
444
Crestwood Advisors Group
Massachusetts
$1.78M -$245K -4,469 -12%
SP
445
Sarasin & Partners
United Kingdom
$1.78M +$98.6K +1,800 +6%
BHWM
446
Bar Harbor Wealth Management
New Hampshire
$1.77M +$250K +4,562 +16%
SB
447
Simmons Bank
Arkansas
$1.76M -$2.14K -39 -0.1%
SS
448
Sunbelt Securities
Texas
$1.76M -$57.7K -1,053 -3%
GWM
449
Geneos Wealth Management
Colorado
$1.74M -$1.11M -20,324 -39%
Bessemer Group
450
Bessemer Group
New Jersey
$1.74M

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.