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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
KP
526
Keel Point
Alabama
$1.03M -$281K -5,136 -21%
IWM
527
IHT Wealth Management
Illinois
$1.03M -$1.17M -21,369 -53%
MIC
528
Meridian Investment Counsel
California
$1.02M
OPWM
529
Oxinas Partners Wealth Management
Indiana
$1.02M +$71.5K +1,306 +8%
SWA
530
Sutton Wealth Advisors
Florida
$1.02M -$21.5K -393 -2%
Fisher Asset Management
531
Fisher Asset Management
Washington
$1.01M +$189K +3,459 +23%
MYIA
532
Mount Yale Investment Advisors
Colorado
$1M -$597K -10,901 -37%
GCA
533
Greenwood Capital Associates
South Carolina
$998K -$66.9K -1,222 -6%
PLFAM
534
Pineno Levin & Ford Asset Management
Virginia
$977K
CWM
535
Cabot Wealth Management
Massachusetts
$970K +$49.1K +896 +5%
SNBOSCI
536
Security National Bank of Sioux City Iowa
Iowa
$968K +$970K +17,710 New
AP
537
Advisor Partners
California
$954K +$4.38K +80 +0.5%
BA
538
Bellwether Advisors
Nebraska
$943K
ONB
539
Old National Bancorp
Indiana
$931K -$104K -1,900 -10%
FLA
540
Financial Life Advisors
Texas
$923K +$24.9K +454 +3%
WP
541
WealthPLAN Partners
Nebraska
$921K +$21.3K +389 +2%
APC
542
Aspire Private Capital
North Carolina
$917K -$73.5K -1,342 -7%
HF
543
HRT Financial
New York
$917K +$920K +16,799 New
BWM
544
Baystate Wealth Management
Massachusetts
$910K -$185K -3,379 -17%
TIM
545
Thornburg Investment Management
New Mexico
$906K -$1.57M -28,668 -63%
PWMAG
546
Pinnacle Wealth Management Advisory Group
New Jersey
$906K
VC
547
Veracity Capital
Georgia
$898K -$304K -5,548 -25%
PWG
548
Private Wealth Group
Florida
$892K
EWM
549
Empirical Wealth Management
Washington
$885K -$11.9K -218 -1%
HCIA
550
Hochman Cole Investment Advisors
Illinois
$882K -$52.9K -966 -6%

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.