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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
SWM
501
SeaCrest Wealth Management
New York
$1.2M -$13.7K -250 -1%
GWAM
502
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.18M -$27.7K -505 -2%
BFA
503
Beaumont Financial Advisors
Massachusetts
$1.17M +$50K +912 +4%
BC
504
Burleson & Co
California
$1.17M -$289K -5,280 -20%
OWA
505
Octavia Wealth Advisors
Ohio
$1.15M -$140K -2,553 -11%
B
506
Bailard
California
$1.15M -$1.27M -23,260 -53%
MHS
507
M Holdings Securities
Oregon
$1.14M +$12.2K +223 +1%
MLM
508
Mount Lucas Management
Pennsylvania
$1.14M +$54.1K +987 +5%
Sumitomo Mitsui Trust Group
509
Sumitomo Mitsui Trust Group
Japan
$1.12M -$438K -8,000 -28%
SSWM
510
Sheets Smith Wealth Management
North Carolina
$1.12M -$403K -7,360 -26%
IAA
511
Ironsides Asset Advisors
North Carolina
$1.12M
LB
512
Legacy Bridge
Iowa
$1.11M
BWM
513
Baystate Wealth Management
Massachusetts
$1.1M -$16.1K -294 -1%
PF
514
Phoenix Financial
Israel
$1.09M -$426K -7,771 -28%
GT
515
Glenview Trust
Kentucky
$1.09M +$164K +2,996 +18%
WSTAM
516
Wilbanks Smith & Thomas Asset Management
Virginia
$1.09M +$2.68K +49 +0.2%
BWAM
517
Boyd Watterson Asset Management
Ohio
$1.08M +$13.4K +245 +1%
PWM
518
Perigon Wealth Management
California
$1.08M +$86.3K +1,575 +9%
FFS
519
Founders Financial Securities
Maryland
$1.08M +$89.2K +1,628 +9%
AA
520
Alesco Advisors
New York
$1.07M
BCM
521
BTR Capital Management
California
$1.07M +$1.07M +19,548 New
GCA
522
Greenwood Capital Associates
South Carolina
$1.07M -$644K -11,750 -38%
EAM
523
Eagle Asset Management
Florida
$1.07M +$147K +2,683 +16%
KWA
524
KCS Wealth Advisory
California
$1.06M +$110 +2 +0%
NFP
525
Novak Financial Planning
Maryland
$1.05M +$35.6K +650 +4%

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.