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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
PEA
451
Pacific Edge Advisors
California
$1.73M -$32.9K -600 -2%
RG
452
Retirement Group
California
$1.71M -$66.4K -1,212 -4%
RSWM
453
Robertson Stephens Wealth Management
California
$1.71M +$930K +16,971 +120%
PIMG
454
Patriot Investment Management Group
Tennessee
$1.7M -$51.6K -942 -3%
WIC
455
Woodmont Investment Counsel
Tennessee
$1.68M +$16K +292 +1%
Lido Advisors
456
Lido Advisors
California
$1.67M -$37.2K -679 -2%
NGA
457
Naples Global Advisors
Florida
$1.66M +$76.1K +1,389 +5%
ADBIC
458
A.D. Beadell Investment Counsel
Wisconsin
$1.65M -$32.9K -600 -2%
Kayne Anderson Rudnick Investment Management
459
Kayne Anderson Rudnick Investment Management
California
$1.64M -$2.96K -54 -0.2%
FPS
460
Fieldpoint Private Securities
Connecticut
$1.64M
PGAM
461
Princeton Global Asset Management
New Jersey
$1.62M -$8.93K -163 -0.5%
SI
462
Shaker Investments
Ohio
$1.62M +$148K +2,703 +10%
MYIA
463
Mount Yale Investment Advisors
Colorado
$1.6M -$13K -238 -0.8%
1IA
464
1834 Investment Advisors
Wisconsin
$1.6M -$256K -4,668 -14%
FWP
465
Firethorn Wealth Partners
Georgia
$1.59M -$68.3K -1,247 -4%
PA
466
PFG Advisors
Arizona
$1.58M +$321K +5,856 +26%
OIA
467
Optimum Investment Advisors
Illinois
$1.57M -$364K -6,650 -19%
HI
468
Harbour Investments
Wisconsin
$1.57M -$228K -4,160 -13%
FHA
469
First Horizon Advisors
Tennessee
$1.55M +$337K +6,157 +28%
NI
470
NYL Investors
New York
$1.54M
CWM
471
Calamos Wealth Management
Illinois
$1.52M -$161K -2,938 -10%
MIAN
472
Mariner Independent Advisor Network
Kansas
$1.51M +$519K +9,476 +52%
SW
473
SkyOak Wealth
Michigan
$1.5M
FWP
474
FAS Wealth Partners
Kansas
$1.5M -$82.2K -1,500 -5%
MPWT
475
MassMutual Private Wealth & Trust
Connecticut
$1.49M -$25.1K -459 -2%

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.