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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
NWA
501
New World Advisors
Massachusetts
$1.19M +$1.2M +21,839 New
AA
502
Alesco Advisors
New York
$1.18M +$111K +2,025 +10%
TPWA
503
TRUE Private Wealth Advisors
Oregon
$1.17M -$1.14M -20,765 -49%
MPW
504
MA Private Wealth
California
$1.17M -$2.2M -40,108 -65%
OWA
505
Octavia Wealth Advisors
Ohio
$1.14M -$8.05K -147 -0.7%
GWAM
506
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.13M -$48K -876 -4%
EAM
507
Eagle Asset Management
Florida
$1.13M +$66.8K +1,219 +6%
AWA
508
Arkadios Wealth Advisors
Georgia
$1.12M -$1.23M -22,392 -52%
LB
509
Legacy Bridge
Iowa
$1.12M +$10.4K +190 +0.9%
RPCA
510
Running Point Capital Advisors
California
$1.12M +$284K +5,179 +34%
SSWM
511
Sheets Smith Wealth Management
North Carolina
$1.12M
IAA
512
Ironsides Asset Advisors
North Carolina
$1.11M
BCA
513
Biltmore Capital Advisors
New Jersey
$1.11M -$1.92M -35,031 -63%
TPA
514
Trivium Point Advisory
Connecticut
$1.1M +$99.4K +1,815 +10%
SL
515
SWMG LLC
Texas
$1.09M -$1.26M -23,045 -54%
BPA
516
Beacon Pointe Advisors
California
$1.08M +$488K +8,918 +82%
AF
517
Allworth Financial
California
$1.07M +$1.05M +19,217 +5,338%
MLM
518
Mount Lucas Management
Pennsylvania
$1.07M -$65.7K -1,200 -6%
IWN
519
Independent Wealth Network
Iowa
$1.07M +$1.08M +19,691 New
BCM
520
BTR Capital Management
California
$1.07M
WSTAM
521
Wilbanks Smith & Thomas Asset Management
Virginia
$1.06M -$21.1K -386 -2%
KWA
522
KCS Wealth Advisory
California
$1.05M -$5.37K -98 -0.5%
NL
523
NWAM LLC
Washington
$1.05M -$294K -5,374 -22%
BWAM
524
Boyd Watterson Asset Management
Ohio
$1.04M -$32.4K -592 -3%
SA
525
SL Advisors
New Jersey
$1.04M

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.