We are live on ! Find out more
IGSB icon

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
BP
476
Ballentine Partners
Massachusetts
$1.49M
PA
477
Parallel Advisors
California
$1.47M -$294K -5,360 -17%
AIC
478
Ameritas Investment Company
Nebraska
$1.46M -$2.62M -47,859 -71%
SWM
479
Stockman Wealth Management
Montana
$1.46M -$393K -7,173 -21%
LPIC
480
LeJeune Puetz Investment Counsel
Michigan
$1.43M +$192K +3,504 +16%
TCA
481
Transcend Capital Advisors
New Jersey
$1.42M +$112K +2,042 +9%
BWA
482
BlueSky Wealth Advisors
North Carolina
$1.4M -$1.75K -32 -0.1%
RCAG
483
Rehmann Capital Advisory Group
Michigan
$1.4M +$14K +255 +1%
Bank Julius Baer & Co
484
Bank Julius Baer & Co
Switzerland
$1.39M +$211K +3,843 +18%
CIC
485
Carnegie Investment Counsel
Ohio
$1.38M +$1.38M +25,203 New
GW
486
GW & Wade
Massachusetts
$1.37M +$1.26K +23 +0.1%
NL
487
NWAM LLC
Washington
$1.35M +$225K +4,108 +20%
HH
488
Hilltop Holdings
Texas
$1.35M +$92.5K +1,689 +7%
WA
489
Wealth Alliance
New York
$1.34M +$768K +14,013 +134%
GPA
490
Guidance Point Advisors
Massachusetts
$1.34M +$4.27K +78 +0.3%
CIA
491
Capital Investment Advisors
Georgia
$1.34M +$15.6K +285 +1%
AIG
492
American International Group
New York
$1.34M
AFC
493
AFT Forsyth & Company
Florida
$1.33M -$69.9K -1,275 -5%
MMA
494
Miracle Mile Advisors
California
$1.32M -$2.58M -47,021 -66%
KP
495
Keel Point
Alabama
$1.32M -$351K -6,412 -21%
PFS
496
Prospera Financial Services
Texas
$1.29M +$230K +4,190 +22%
EM
497
Excalibur Management
Massachusetts
$1.26M +$266K +4,850 +27%
AO
498
Advisor OS
Illinois
$1.24M
PWA
499
Physician Wealth Advisors
Utah
$1.22M +$80.8K +1,474 +7%
VC
500
Veracity Capital
Georgia
$1.21M -$1.12M -20,369 -48%

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.