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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
HH
476
Hilltop Holdings
Texas
$1.43M +$87.8K +1,603 +7%
LPIC
477
LeJeune Puetz Investment Counsel
Michigan
$1.42M +$164 +3 +0%
SW
478
SkyOak Wealth
Michigan
$1.4M -$96.5K -1,762 -6%
BWA
479
BlueSky Wealth Advisors
North Carolina
$1.4M
RIA
480
Regal Investment Advisors
Michigan
$1.39M -$723K -13,200 -34%
FWP
481
FAS Wealth Partners
Kansas
$1.39M -$110K -2,000 -7%
TSS
482
Two Sigma Securities
New York
$1.38M +$1.13M +20,619 +438%
MPWT
483
MassMutual Private Wealth & Trust
Connecticut
$1.38M -$107K -1,961 -7%
BAM
484
Belpointe Asset Management
Nevada
$1.37M +$876K +16,000 +175%
MCIA
485
Mountain Capital Investment Advisors
Colorado
$1.37M -$2.45M -44,688 -64%
GW
486
GW & Wade
Massachusetts
$1.37M +$1.09K +20 +0.1%
GPA
487
Guidance Point Advisors
Massachusetts
$1.34M +$3.78K +69 +0.3%
CIA
488
Capital Investment Advisors
Georgia
$1.34M +$4.49K +82 +0.3%
OIA
489
Optimum Investment Advisors
Illinois
$1.33M -$237K -4,325 -15%
FFS
490
Founders Financial Securities
Maryland
$1.33M +$253K +4,622 +23%
BFA
491
Beaumont Financial Advisors
Massachusetts
$1.27M +$106K +1,938 +9%
EVM
492
Eaton Vance Management
Massachusetts
$1.27M +$2.83M +51,584 +3%
RCAG
493
Rehmann Capital Advisory Group
Michigan
$1.27M -$128K -2,337 -9%
PWA
494
Physician Wealth Advisors
Utah
$1.27M +$62K +1,132 +5%
SCA
495
Stonebridge Capital Advisors
Minnesota
$1.24M -$1.25M -22,866 -50%
AO
496
Advisor OS
Illinois
$1.24M
PWM
497
Perigon Wealth Management
California
$1.23M +$154K +2,809 +14%
EA
498
Emerald Advisors
Washington
$1.22M +$519K +9,479 +74%
AWE
499
Avidian Wealth Enterprises
Texas
$1.21M -$1.03M -18,727 -46%
LIM
500
Leavell Investment Management
Alabama
$1.19M +$1.19M +21,746 New

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.