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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
TPCW
526
TD Private Client Wealth
New York
$1.04M +$711K +12,975 +214%
SWA
527
Sutton Wealth Advisors
Florida
$1.04M +$5.15K +94 +0.5%
SA
528
SL Advisors
New Jersey
$1.04M
CFG
529
Cooper Financial Group
California
$1.04M -$513K -9,369 -33%
ONB
530
Old National Bancorp
Indiana
$1.04M +$82.7K +1,510 +9%
BEI
531
Benjamin Edwards Inc
Missouri
$1.04M -$560K -10,228 -35%
FCA
532
FinTrust Capital Advisors
South Carolina
$1.03M +$356K +6,489 +53%
MIC
533
Meridian Investment Counsel
California
$1.03M
3F
534
360 Financial
Minnesota
$1.02M
GWM
535
GSB Wealth Management
Connecticut
$1.02M +$1.02M +18,606 New
TPA
536
Trivium Point Advisory
Connecticut
$1M +$9.7K +177 +1%
APC
537
Aspire Private Capital
North Carolina
$994K +$49.7K +908 +5%
GFPC
538
Global Financial Private Client
Florida
$993K +$315K +5,746 +46%
PLFAM
539
Pineno Levin & Ford Asset Management
Virginia
$980K +$979K +17,875 New
OPWM
540
Oxinas Partners Wealth Management
Indiana
$953K +$6.14K +112 +0.6%
AP
541
Advisor Partners
California
$951K +$34.4K +628 +4%
BA
542
Bellwether Advisors
Nebraska
$946K -$15K -273 -2%
DWP
543
Destiny Wealth Partners
Florida
$941K +$162K +2,951 +21%
HCIA
544
Hochman Cole Investment Advisors
Illinois
$938K -$215K -3,921 -19%
PCMC
545
Private Capital Management (Colorado)
Colorado
$938K +$28.3K +517 +3%
CWM
546
Cabot Wealth Management
Massachusetts
$923K +$54.3K +992 +6%
WP
547
WealthPLAN Partners
Nebraska
$914K -$23.7K -432 -3%
PWMAG
548
Pinnacle Wealth Management Advisory Group
New Jersey
$909K -$12.3K -225 -1%
AFA
549
American Financial Advisors
Georgia
$901K -$671K -12,254 -43%
FLA
550
Financial Life Advisors
Texas
$901K -$71.1K -1,297 -7%

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.