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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
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$155M +$7.54M +137,646 +5%
SI
27
Stephens Inc
Arkansas
$154M +$9.44M +172,365 +7%
Stifel Financial
28
Stifel Financial
Missouri
$147M +$26.7M +487,667 +22%
Truist Financial
29
Truist Financial
North Carolina
$145M +$7.44M +135,818 +5%
PAS
30
Park Avenue Securities
New York
$126M +$8.4M +153,299 +7%
FT
31
Fiduciary Trust
Massachusetts
$110M +$7.71M +140,676 +8%
US Bancorp
32
US Bancorp
Minnesota
$107M +$13.2M +240,936 +14%
KeyBank National Association
33
KeyBank National Association
Ohio
$102M -$410K -7,478 -0.4%
RJA
34
Raymond James & Associates
Florida
$99.8M +$10.6M +193,543 +12%
JP Morgan Chase
35
JP Morgan Chase
New York
$97.7M -$10.9M -199,844 -10%
EVM
36
Eaton Vance Management
Massachusetts
$97.5M +$9.7M +177,051 +11%
SL
37
Summitry LLC
California
$84.5M +$3.45M +62,950 +4%
MML Investors Services
38
MML Investors Services
Massachusetts
$80.9M +$7.94M +144,902 +11%
SMFG
39
Sumitomo Mitsui Financial Group
Japan
$78.4M +$9.73M +177,668 +14%
BSB
40
Bangor Savings Bank
Maine
$78.3M +$9.89M +180,612 +14%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$74M +$2.42M +44,201 +3%
OCM
42
One Capital Management
California
$72.4M +$8.79M +160,398 +14%
HTC
43
Haverford Trust Company
Pennsylvania
$69.9M +$2.53M +46,241 +4%
DWM
44
Destination Wealth Management
California
$64.6M +$2.8M +51,110 +5%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$63.9M +$7.11M +129,810 +13%
SFM
46
Soros Fund Management
New York
$61M
TLFA
47
True Link Financial Advisors
California
$60.6M +$10.6M +193,966 +21%
RMDI
48
R.M. Davis Inc
Maine
$59.9M +$3.68M +67,193 +7%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$55.1M +$2.93M +53,418 +6%
AFG
50
Arkansas Financial Group
Arkansas
$51.3M +$667K +12,177 +1%

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.