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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
SXL
601
Summit X LLC
Missouri
$671K -$1.98M -36,127 -75%
SFP
602
Shepherd Financial Partners
Massachusetts
$663K +$148K +2,700 +29%
BAAM
603
Baker Avenue Asset Management
California
$661K -$175K -3,199 -21%
CH
604
Canton Hathaway
Rhode Island
$656K +$657K +12,000 New
CC
605
Copperleaf Capital
North Carolina
$653K
USCWA
606
U.S. Capital Wealth Advisors
Texas
$653K +$654K +11,944 New
GA
607
Greytown Advisors
Florida
$651K
PWLP
608
Prio Wealth Limited Partnership
Massachusetts
$649K
CSIA
609
Charles Schwab Investment Advisory
California
$649K +$19.2K +351 +3%
BFO
610
Boston Family Office
Massachusetts
$647K
SG
611
StoneX Group
New York
$640K -$65.3K -1,193 -9%
PFM
612
Phillips Financial Management
Indiana
$640K +$110 +2 +0%
IF
613
Intrua Financial
Texas
$638K -$57K -1,040 -8%
CAS
614
Cascadia Advisory Services
Oregon
$635K -$217K -3,953 -25%
ERIM
615
Eagle Ridge Investment Management
Connecticut
$625K
BC
616
Burleson & Co
California
$620K -$544K -9,936 -47%
CIBC Private Wealth Group
617
CIBC Private Wealth Group
Georgia
$613K -$18.4K -336 -3%
CAL
618
Capital Analysts LLC
Pennsylvania
$610K -$17.9K -326 -3%
KF
619
Krilogy Financial
Missouri
$610K +$45.4K +829 +8%
RSWM
620
Robertson Stephens Wealth Management
California
$608K -$1.09M -19,971 -64%
LF
621
Lantz Financial
Illinois
$607K +$12K +219 +2%
KFS
622
Kelly Financial Services
Massachusetts
$597K -$49.5M -903,126 -99%
GRP
623
Global Retirement Partners
California
$597K -$209K -3,816 -26%
VCA
624
Verdence Capital Advisors
Maryland
$594K +$188K +3,425 +46%
GHAM
625
Gilman Hill Asset Management
Connecticut
$594K +$596K +10,878 New

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.