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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
JP Morgan Chase
26
JP Morgan Chase
New York
$135M +$37.2M +679,054 +38%
Mitsubishi UFJ Trust & Banking
27
Mitsubishi UFJ Trust & Banking
Japan
$114M +$99.1M +1,810,000 +649%
US Bancorp
28
US Bancorp
Minnesota
$111M +$4.46M +81,417 +4%
FT
29
Fiduciary Trust
Massachusetts
$111M +$1.59M +29,094 +1%
RJA
30
Raymond James & Associates
Florida
$109M +$9.79M +178,713 +10%
KeyBank National Association
31
KeyBank National Association
Ohio
$105M +$3.6M +65,819 +4%
SMFG
32
Sumitomo Mitsui Financial Group
Japan
$97.3M +$19.2M +350,961 +25%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$92.3M -$62.7M -1,144,750 -40%
BSB
34
Bangor Savings Bank
Maine
$91.5M +$13.5M +246,425 +17%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$89.5M +$88.6M +1,618,446 +7,908%
SL
36
Summitry LLC
California
$86.7M +$2.38M +43,522 +3%
OCM
37
One Capital Management
California
$85.6M +$13.5M +246,401 +19%
HTC
38
Haverford Trust Company
Pennsylvania
$73.4M +$3.7M +67,477 +5%
RMDI
39
R.M. Davis Inc
Maine
$70.9M +$11.2M +203,636 +19%
DWM
40
Destination Wealth Management
California
$67.7M +$3.32M +60,597 +5%
MCWS
41
McKinley Carter Wealth Services
West Virginia
$66.7M +$28.1M +512,265 +72%
TLFA
42
True Link Financial Advisors
California
$64.4M +$4.05M +73,985 +7%
SFM
43
Soros Fund Management
New York
$60.8M
Jane Street
44
Jane Street
New York
$59.6M -$124M -2,265,085 -67%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$57.5M -$16.4M -299,796 -22%
MML Investors Services
46
MML Investors Services
Massachusetts
$57.2M -$23.5M -428,919 -29%
PAS
47
Park Avenue Securities
New York
$56.5M -$69.2M -1,262,909 -55%
MPM
48
Meritage Portfolio Management
Kansas
$55.1M +$13.1M +239,639 +31%
AFG
49
Arkansas Financial Group
Arkansas
$53.1M +$1.9M +34,622 +4%
CFSG
50
Community Financial Services Group
Vermont
$52.6M +$17.2M +313,312 +48%

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.