We are live on ! Find out more
IGSB icon

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
COF
651
Capital One Financial
Virginia
$503K
BAM
652
Belpointe Asset Management
Nevada
$501K +$171K +3,114 +52%
EWM
653
Evercore Wealth Management
New York
$500K -$5.92K -108 -1%
NB
654
Nicolet Bankshares
Wisconsin
$500K +$13.4K +245 +3%
T
655
TrueFG
Texas
$498K +$7.89K +144 +2%
BBNA
656
Bremer Bank National Association
Minnesota
$493K
MRCM
657
M&R Capital Management
New Jersey
$493K
IIM
658
Ipswich Investment Management
Massachusetts
$488K +$126K +2,300 +35%
AWM
659
AllSquare Wealth Management
New York
$487K
MFIMFI
660
Mesirow Financial Investment Management - Fixed Income
Illinois
$486K
HIP
661
Harrell Investment Partners
Texas
$484K -$41.8K -763 -8%
SFA
662
Sequoia Financial Advisors
Ohio
$480K +$480K +8,755 New
ASBI
663
American State Bank (Iowa)
Iowa
$472K +$49.9K +910 +12%
IWS
664
Insight Wealth Strategies
California
$471K -$277K -5,061 -37%
FFN
665
Focus Financial Network
Minnesota
$466K +$383 +7 +0.1%
BFM
666
Boston Financial Management
Massachusetts
$462K
IFG
667
Independent Financial Group
California
$459K +$112K +2,048 +32%
MWM
668
Mattern Wealth Management
Kansas
$454K -$5.48K -100 -1%
ATC
669
Argent Trust Co
Tennessee
$447K -$1.22M -22,190 -73%
HCA
670
Horan Capital Advisors
Ohio
$447K +$1.81K +33 +0.4%
JSL
671
JT Stratford LLC
Georgia
$445K +$13.9K +253 +3%
CSA
672
Cottage Street Advisors
Massachusetts
$444K +$2.85K +52 +0.6%
HFS
673
Haverford Financial Services
Pennsylvania
$439K -$1.26K -23 -0.3%
CA
674
Continuum Advisory
Idaho
$439K +$439K +8,017 New
TFS
675
TrustCore Financial Services
Tennessee
$436K

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.