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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
TFA
626
Tranquilli Financial Advisor
New Jersey
$588K +$110 +2 +0%
Kovitz Investment Group Partners
627
Kovitz Investment Group Partners
Illinois
$585K -$98K -1,790 -14%
TFS
628
TrustCore Financial Services
Tennessee
$585K +$152K +2,768 +35%
CAM
629
Cresset Asset Management
Illinois
$583K +$8.21K +150 +1%
CFG
630
Citizens Financial Group
Rhode Island
$577K +$578K +10,557 New
CIAS
631
CFS Investment Advisory Services
New Jersey
$574K +$575K +10,502 New
AA
632
Ancora Advisors
Ohio
$570K -$201K -3,667 -26%
WC
633
Whitney & Co
New York
$570K -$126K -2,296 -18%
FPFS
634
First Personal Financial Services
North Carolina
$568K +$44.4K +810 +8%
CHAM
635
Clear Harbor Asset Management
Connecticut
$565K
FDCDDQ
636
Federation des caisses Desjardins du Quebec
Quebec, Canada
$561K +$228K +4,163 +68%
IFG
637
Independent Financial Group
California
$557K +$99.5K +1,817 +22%
SB
638
Strategic Blueprint
Georgia
$556K -$228K -4,161 -29%
PPG
639
Peak Planning Group
Colorado
$553K +$554K +10,122 New
TCA
640
Transcend Capital Advisors
New Jersey
$551K -$862K -15,739 -61%
AIG
641
American International Group
New York
$546K -$789K -14,400 -59%
CCA
642
Cobblestone Capital Advisors
New York
$544K -$4.93K -90 -0.9%
WHG
643
Westwood Holdings Group
Texas
$543K -$34.6K -631 -6%
Millennium Management
644
Millennium Management
New York
$541K -$2.92M -53,388 -84%
CWP
645
Corepath Wealth Partners
Arizona
$541K
WS
646
Wedbush Securities
California
$539K -$63.8K -1,165 -11%
CFA
647
Carroll Financial Associates
North Carolina
$539K -$822 -15 -0.2%
DWT
648
Dorsey & Whitney Trust
South Dakota
$536K -$120K -2,200 -18%
SF
649
Synovus Financial
Georgia
$534K -$114K -2,079 -17%
JSL
650
JT Stratford LLC
Georgia
$534K +$90.8K +1,658 +20%

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.