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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
CAM
601
Caprin Asset Management
Virginia
$679K
HIS
602
Horizon Investment Services
Indiana
$675K +$78.8K +1,438 +13%
AC
603
Apella Capital
Connecticut
$674K +$4.11K +75 +0.6%
DWT
604
Dorsey & Whitney Trust
South Dakota
$657K +$54.8K +1,000 +9%
CC
605
Copperleaf Capital
North Carolina
$655K +$40.5K +740 +7%
GA
606
Greytown Advisors
Florida
$653K
PWLP
607
Prio Wealth Limited Partnership
Massachusetts
$651K +$247K +4,500 +61%
SF
608
Synovus Financial
Georgia
$651K +$419K +7,656 +181%
BFO
609
Boston Family Office
Massachusetts
$649K
LWP
610
Legacy Wealth Planning
Nevada
$647K -$44K -803 -6%
FA
611
Fermata Advisors
California
$646K -$226K -4,129 -26%
PFM
612
Phillips Financial Management
Indiana
$642K +$110 +2 +0%
FAIM
613
Financial Advocates Investment Management
Washington
$637K -$1.67M -30,454 -77%
RW
614
Rede Wealth
Virginia
$635K +$181K +3,309 +40%
CIBC Private Wealth Group
615
CIBC Private Wealth Group
Georgia
$633K
CSIA
616
Charles Schwab Investment Advisory
California
$632K +$300K +5,484 +91%
CAL
617
Capital Analysts LLC
Pennsylvania
$630K +$218K +3,977 +53%
AP
618
Agilis Partners
Massachusetts
$629K -$66K -1,204 -9%
ERIM
619
Eagle Ridge Investment Management
Connecticut
$627K +$30.6K +559 +5%
NFG
620
Nations Financial Group
Iowa
$626K +$353K +6,437 +129%
JLBC
621
J.L. Bainbridge & Co
Florida
$612K -$17.6K -322 -3%
WWM
622
Western Wealth Management
Colorado
$610K +$609K +11,119 New
WS
623
Wedbush Securities
California
$605K +$52.5K +958 +10%
PWS
624
Peloton Wealth Strategists
Indiana
$603K +$114K +2,088 +23%
LF
625
Lantz Financial
Illinois
$597K +$388K +7,076 +186%

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.