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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
TF
676
TimeScale Financial
Massachusetts
$434K +$44.1K +805 +11%
HS
677
Horan Securities
United States
$432K +$1.81K +33 +0.4%
CWA
678
Clearview Wealth Advisors
Oregon
$431K -$1.62M -29,629 -79%
ClearBridge Investments
679
ClearBridge Investments
New York
$427K +$110K +2,003 +35%
CAM
680
Covenant Asset Management
New Jersey
$425K
GWCM
681
Godshalk Welsh Capital Management
Pennsylvania
$421K +$111K +2,029 +36%
BRG
682
Bay Rivers Group
Virginia
$420K -$110 -2 -0%
BBA
683
BLB&B Advisors
Pennsylvania
$418K -$52K -950 -11%
CW
684
CreativeOne Wealth
Kansas
$416K -$272K -4,972 -40%
TFA
685
Teamwork Financial Advisors
Texas
$415K -$40.3K -735 -9%
TNB
686
Thomasville National Bank
Georgia
$412K -$46.7K -853 -10%
VCA
687
Verdence Capital Advisors
Maryland
$408K +$46.8K +855 +13%
CF
688
Centaurus Financial
California
$404K -$2.36K -43 -0.6%
GPA
689
Garrison Point Advisors
California
$400K -$5.48K -100 -1%
VCM
690
Vivaldi Capital Management
Illinois
$400K
CNB
691
Camden National Bank
Maine
$396K
HCM
692
Hengehold Capital Management
Ohio
$395K +$1.04K +19 +0.3%
WCF
693
West Coast Financial
California
$388K
CCG
694
Ceeto Capital Group
Florida
$384K
EIA
695
Edgemoor Investment Advisors
Maryland
$383K
EAM
696
Evanson Asset Management
California
$382K -$39K -712 -9%
ACWM
697
Adams Chetwood Wealth Management
North Carolina
$382K -$7.12K -130 -2%
FFWM
698
Future Financial Wealth Management
Ohio
$381K -$29.9K -545 -7%
APSP
699
Asset Planning Services (Pennsylvania)
Pennsylvania
$378K -$479K -8,747 -56%
JFGIW
700
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$373K +$4.55K +83 +1%

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.