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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
BPA
626
Beacon Pointe Advisors
California
$593K +$593K +10,819 New
TFA
627
Tranquilli Financial Advisor
New Jersey
$590K +$590K +10,761 New
UR
628
USCA RIA
Texas
$582K
FHC
629
First Horizon Corporation
Tennessee
$582K +$35.1K +640 +6%
WHG
630
Westwood Holdings Group
Texas
$579K -$38.5K -703 -6%
CAM
631
Cresset Asset Management
Illinois
$576K -$48.3K -881 -8%
SS
632
Simplicity Solutions
Minnesota
$570K -$123K -2,242 -18%
KF
633
Krilogy Financial
Missouri
$567K +$45.3K +826 +9%
CHAM
634
Clear Harbor Asset Management
Connecticut
$566K -$4.93K -90 -0.9%
PR
635
Payden & Rygel
California
$566K +$38.4K +700 +7%
CCA
636
Cobblestone Capital Advisors
New York
$550K
BAM
637
Baldrige Asset Management
Pennsylvania
$550K +$64.3K +1,173 +13%
IDA
638
Intelligence Driven Advisers
California
$548K -$2.42M -44,136 -82%
MIH
639
Meitav Investment House
Israel
$546K +$50K +912 +10%
CWP
640
Corepath Wealth Partners
Arizona
$543K -$1.64K -30 -0.3%
CFA
641
Carroll Financial Associates
North Carolina
$541K +$2.03K +37 +0.4%
PA
642
Procyon Advisors
Connecticut
$541K +$44.2K +806 +9%
BTWM
643
Baker Tilly Wealth Management
Wisconsin
$537K -$347K -6,337 -39%
CCM
644
Crew Capital Management
Ohio
$529K
FPFS
645
First Personal Financial Services
North Carolina
$526K +$4.38K +80 +0.8%
SCM
646
Schnieders Capital Management
California
$523K
SFP
647
Shepherd Financial Partners
Massachusetts
$516K -$292K -5,328 -36%
VA
648
Valmark Advisers
Ohio
$516K -$28.1K -513 -5%
TC
649
TAP Consulting
Missouri
$515K -$50.1K -914 -9%
OPA
650
Old Port Advisors
Maine
$503K -$47K -857 -9%

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.