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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
LC
651
Lindbrook Capital
California
$531K -$1.7M -31,048 -76%
PWS
652
Peloton Wealth Strategists
Indiana
$530K -$71.1K -1,299 -12%
NB
653
Nicolet Bankshares
Wisconsin
$528K +$30.1K +550 +6%
CCM
654
Crew Capital Management
Ohio
$527K
SCM
655
Schnieders Capital Management
California
$521K
JLBC
656
J.L. Bainbridge & Co
Florida
$515K -$96.2K -1,756 -16%
TC
657
TAP Consulting
Missouri
$515K +$1.92K +35 +0.4%
BAM
658
Baldrige Asset Management
Pennsylvania
$503K -$45.2K -825 -8%
COF
659
Capital One Financial
Virginia
$502K
IDA
660
Intelligence Driven Advisers
California
$499K -$47.2K -862 -9%
EWM
661
Evercore Wealth Management
New York
$498K
TWM
662
Trinity Wealth Management
Pennsylvania
$495K +$496K +9,051 New
T
663
TrueFG
Texas
$494K +$822 +15 +0.2%
SFG
664
Snider Financial Group
Washington
$493K -$8.54M -155,852 -94%
MRCM
665
M&R Capital Management
New Jersey
$491K
AWM
666
AllSquare Wealth Management
New York
$485K
MFIMFI
667
Mesirow Financial Investment Management - Fixed Income
Illinois
$485K
OPA
668
Old Port Advisors
Maine
$483K -$18.6K -340 -4%
HIP
669
Harrell Investment Partners
Texas
$483K
TA
670
TrueWealth Advisors
Alabama
$480K -$259K -4,728 -35%
ASBI
671
American State Bank (Iowa)
Iowa
$470K
SIM
672
Stratos Investment Management
Ohio
$470K +$471K +8,600 New
HFS
673
Haverford Financial Services
Pennsylvania
$464K +$26.3K +480 +6%
AIM
674
Alhambra Investment Management
Florida
$464K +$116K +2,120 +33%
FHC
675
First Heartland Consultants
Missouri
$463K -$268K -4,891 -37%

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.