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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
EWM
551
Empirical Wealth Management
Washington
$900K +$11.9K +218 +1%
PWG
552
Private Wealth Group
Florida
$895K
VWA
553
V Wealth Advisors
Kansas
$878K +$82.1K +1,498 +10%
MFA
554
Mayflower Financial Advisors
Massachusetts
$869K -$108K -1,975 -11%
KFP
555
KMG Fiduciary Partners
Ohio
$861K -$48.2K -880 -5%
PGFC
556
Peapack-Gladstone Financial Corp
New Jersey
$858K -$16.5K -302 -2%
CAS
557
Cascadia Advisory Services
Oregon
$853K +$134K +2,440 +19%
FHB
558
First Hawaiian Bank
Hawaii
$851K +$986 +18 +0.1%
1832 Asset Management
559
1832 Asset Management
Ontario, Canada
$850K
KOMWMG
560
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$849K +$386K +7,046 +83%
DIA
561
Dana Investment Advisors
Wisconsin
$842K +$99.8K +1,822 +13%
BAAM
562
Baker Avenue Asset Management
California
$839K
RPCA
563
Running Point Capital Advisors
California
$839K +$393K +7,168 +88%
WA
564
Waverly Advisors
Alabama
$833K -$67.2K -1,227 -7%
Principal Financial Group
565
Principal Financial Group
Iowa
$821K +$193K +3,514 +31%
Fisher Asset Management
566
Fisher Asset Management
Washington
$820K -$94.6K -1,727 -10%
CCM
567
Canal Capital Management
Virginia
$820K +$29.5K +539 +4%
A
568
AdvicePeriod
California
$820K +$171K +3,120 +26%
MA
569
MUFG Americas
New York
$816K +$166K +3,022 +25%
PCH
570
PGIM Custom Harvest
New Jersey
$815K +$233K +4,248 New
GRP
571
Global Retirement Partners
California
$808K +$30.7K +560 +4%
HIM
572
Hanlon Investment Management
New Jersey
$802K +$107K +1,949 +15%
MCM
573
Mattern Capital Management
Colorado
$799K -$919K -16,770 -54%
MBT
574
Montecito Bank & Trust
California
$793K +$408K +7,449 +106%
IA
575
IFG Advisory
Georgia
$787K +$493K +8,995 +167%

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.