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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
SB
576
Strategic Blueprint
Georgia
$786K +$183K +3,334 +30%
SFFS
577
Stonehage Fleming Financial Services
Jersey
$783K
PHS
578
Pekin Hardy Strauss
Illinois
$778K +$39.4K +720 +5%
JCM
579
Janney Capital Management
Pennsylvania
$776K -$19.4K -355 -2%
AA
580
Ancora Advisors
Ohio
$773K +$2.46K +45 +0.3%
RCIM
581
Red Cedar Investment Management
Michigan
$760K
BS
582
Banco Santander
Spain
$752K
ACA
583
Atlas Capital Advisors
Wyoming
$741K -$548 -10 -0.1%
TA
584
TrueWealth Advisors
Alabama
$741K +$77.8K +1,420 +12%
FHC
585
First Heartland Consultants
Missouri
$733K +$52.5K +958 +8%
AOWM
586
Alpha Omega Wealth Management
Virginia
$726K -$11K -200 -1%
SG
587
StoneX Group
New York
$707K +$425K +7,753 +151%
EA
588
Emerald Advisors
Washington
$705K +$705K +12,864 New
CWP
589
CFM Wealth Partners
Texas
$703K
RF
590
RHS Financial
California
$703K +$349K +6,368 +99%
TCPWM
591
Traverso Chambers Private Wealth Management
California
$701K
IF
592
Intrua Financial
Texas
$700K -$272K -4,964 -28%
WC
593
Whitney & Co
New York
$698K -$112K -2,036 -14%
AT
594
Arden Trust
Delaware
$697K -$144K -2,627 -17%
ISWM
595
Independent Solutions Wealth Management
New York
$697K +$295K +5,379 +73%
SWP
596
Strategic Wealth Partners
Ohio
$695K
AUB
597
Atlantic Union Bankshares
Virginia
$694K -$27.8K -508 -4%
CAWM
598
Capital Advisors Wealth Management
Washington
$690K +$75K +1,369 +12%
Kovitz Investment Group Partners
599
Kovitz Investment Group Partners
Illinois
$685K -$826K -15,085 -55%
DI
600
Disciplined Investments
Oklahoma
$682K -$10K -183 -1%

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.