We are live on ! Find out more
IGSB icon

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
GFPC
551
Global Financial Private Client
Florida
$879K -$113K -2,068 -11%
MFA
552
Mayflower Financial Advisors
Massachusetts
$874K +$12.3K +224 +1%
CCM
553
Canal Capital Management
Virginia
$870K +$52.5K +958 +6%
DIA
554
Dana Investment Advisors
Wisconsin
$857K +$17.8K +325 +2%
RCIM
555
Red Cedar Investment Management
Michigan
$857K +$100K +1,828 +13%
GGI
556
Godsey & Gibb Inc
Virginia
$855K +$857K +15,647 New
1832 Asset Management
557
1832 Asset Management
Ontario, Canada
$851K
NFG
558
Nations Financial Group
Iowa
$848K +$224K +4,089 +36%
DWP
559
Destiny Wealth Partners
Florida
$845K -$93K -1,698 -10%
SLWA
560
San Luis Wealth Advisors
California
$844K +$846K +15,441 New
KFP
561
KMG Fiduciary Partners
Ohio
$841K -$17.5K -319 -2%
PHS
562
Pekin Hardy Strauss
Illinois
$839K +$63K +1,150 +8%
PA
563
Procyon Advisors
Connecticut
$832K +$293K +5,354 +54%
ACA
564
Atlas Capital Advisors
Wyoming
$831K +$92K +1,680 +12%
VWM
565
Venturi Wealth Management
Texas
$826K -$1.49M -27,136 -64%
WA
566
Waverly Advisors
Alabama
$824K
FF
567
FourThought Financial
Florida
$807K +$809K +14,776 New
APSP
568
Asset Planning Services (Pennsylvania)
Pennsylvania
$804K +$429K +7,827 +114%
MCM
569
Mattern Capital Management
Colorado
$796K
MA
570
MUFG Americas
New York
$795K -$18.2K -333 -2%
IA
571
IFG Advisory
Georgia
$794K +$9.47K +173 +1%
TF
572
TimeScale Financial
Massachusetts
$783K +$352K +6,418 +81%
JCM
573
Janney Capital Management
Pennsylvania
$761K -$12.9K -235 -2%
RF
574
RHS Financial
California
$752K +$51.8K +945 +7%
BS
575
Banco Santander
Spain
$749K

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.