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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
PGAM
451
Princeton Global Asset Management
New Jersey
$1.66M +$43.3K +791 +3%
PIMG
452
Patriot Investment Management Group
Tennessee
$1.66M -$36.7K -670 -2%
WIC
453
Woodmont Investment Counsel
Tennessee
$1.65M -$23.4K -427 -1%
ADBIC
454
A.D. Beadell Investment Counsel
Wisconsin
$1.64M
SWA
455
Stratos Wealth Advisors
Ohio
$1.63M -$1.41M -25,681 -46%
SWM
456
SeaCrest Wealth Management
New York
$1.63M +$440K +8,037 +37%
TPCW
457
TD Private Client Wealth
New York
$1.62M +$584K +10,662 +56%
PSUF
458
People's United Financial
Connecticut
$1.57M -$240K -4,380 -13%
AR
459
Advisory Research
Illinois
$1.57M -$1.82M -33,225 -54%
1IA
460
1834 Investment Advisors
Wisconsin
$1.57M -$28.3K -517 -2%
PEA
461
Pacific Edge Advisors
California
$1.56M -$162K -2,950 -9%
RG
462
Retirement Group
California
$1.55M -$150K -2,736 -9%
NI
463
NYL Investors
New York
$1.53M
PA
464
Parallel Advisors
California
$1.53M +$68.8K +1,256 +5%
I
465
INVST
Indiana
$1.53M -$1.24M -22,614 -45%
SB
466
Simmons Bank
Arkansas
$1.53M -$232K -4,227 -13%
FAIM
467
Financial Advocates Investment Management
Washington
$1.53M +$1.03M +18,775 +205%
CWM
468
Calamos Wealth Management
Illinois
$1.52M
HI
469
Harbour Investments
Wisconsin
$1.49M -$73.6K -1,344 -5%
CIC
470
Carnegie Investment Counsel
Ohio
$1.49M +$108K +1,980 +8%
AIC
471
Ameritas Investment Company
Nebraska
$1.48M +$389K +7,106 +36%
BP
472
Ballentine Partners
Massachusetts
$1.48M -$2.52K -46 -0.2%
FHA
473
First Horizon Advisors
Tennessee
$1.47M -$76.2K -1,392 -5%
T
474
TNF
Montana
$1.47M +$1.49M +27,207 New
SWM
475
Stockman Wealth Management
Montana
$1.45M

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.