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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
SP
426
Sarasin & Partners
United Kingdom
$1.9M +$126K +2,300 +7%
PA
427
PFG Advisors
Arizona
$1.87M +$293K +5,358 +19%
HWM
428
Howard Wealth Management
Connecticut
$1.86M +$29.2K +533 +2%
SFS
429
Sowell Financial Services
Arkansas
$1.86M -$555K -10,125 -23%
CGA
430
Crescent Grove Advisors
Illinois
$1.85M -$250K -4,567 -12%
Kayne Anderson Rudnick Investment Management
431
Kayne Anderson Rudnick Investment Management
California
$1.82M +$190K +3,463 +12%
CCWA
432
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.81M -$13.4K -244 -0.7%
3F
433
360 Financial
Minnesota
$1.81M +$794K +14,501 +78%
OIA
434
OneDigital Investment Advisors
Kansas
$1.79M -$22.1K -404 -1%
EM
435
Excalibur Management
Massachusetts
$1.78M +$524K +9,565 +42%
PFS
436
Prospera Financial Services
Texas
$1.77M +$484K +8,831 +37%
SS
437
Sunbelt Securities
Texas
$1.76M
NGA
438
Naples Global Advisors
Florida
$1.74M +$88.6K +1,618 +5%
FPS
439
Fieldpoint Private Securities
Connecticut
$1.74M +$98.3K +1,795 +6%
Bessemer Group
440
Bessemer Group
New Jersey
$1.73M
PPP
441
Private Portfolio Partners
New Jersey
$1.71M -$611K -11,162 -26%
MA
442
MBA Advisors
Pennsylvania
$1.71M +$74.7K +1,363 +5%
GT
443
Glenview Trust
Kentucky
$1.71M +$619K +11,300 +57%
CAG
444
Crestwood Advisors Group
Massachusetts
$1.7M -$75.5K -1,379 -4%
Lido Advisors
445
Lido Advisors
California
$1.7M +$35.1K +641 +2%
TCWA
446
Ten Capital Wealth Advisors
Washington
$1.7M -$8.79M -160,570 -84%
Susquehanna International Group
447
Susquehanna International Group
Pennsylvania
$1.7M -$5.6M -102,280 -77%
M&T Bank
448
M&T Bank
New York
$1.69M -$96.8K -1,768 -5%
FA
449
Fermata Advisors
California
$1.68M +$1.04M +18,951 +161%
SWP
450
Strategic Wealth Partners
Ohio
$1.67M +$981K +17,916 +141%

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.