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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
GWCM
676
Godshalk Welsh Capital Management
Pennsylvania
$462K +$42.2K +770 +10%
BFM
677
Boston Financial Management
Massachusetts
$460K
IC
678
Inscription Capital
Texas
$451K +$452K +8,250 New
HCA
679
Horan Capital Advisors
Ohio
$447K +$1.59K +29 +0.4%
ATC
680
Argent Trust Co
Tennessee
$446K
HIM
681
Hanlon Investment Management
New Jersey
$432K -$369K -6,729 -46%
CWA
682
Clearview Wealth Advisors
Oregon
$427K -$2.68K -49 -0.6%
VA
683
Valmark Advisers
Ohio
$425K -$89.9K -1,641 -17%
ClearBridge Investments
684
ClearBridge Investments
New York
$425K -$274 -5 -0.1%
CAM
685
Covenant Asset Management
New Jersey
$424K
AF
686
Advisornet Financial
Minnesota
$423K +$206K +3,754 +94%
WAP
687
Wealthcare Advisory Partners
Pennsylvania
$419K +$171K +3,128 +69%
BRG
688
Bay Rivers Group
Virginia
$412K -$6.57K -120 -2%
IWS
689
Insight Wealth Strategies
California
$410K -$59.3K -1,082 -13%
CW
690
CreativeOne Wealth
Kansas
$410K -$3.72K -68 -0.9%
TNB
691
Thomasville National Bank
Georgia
$410K
LA
692
Latitude Advisors
Florida
$410K +$57.7K +1,053 +16%
Principal Financial Group
693
Principal Financial Group
Iowa
$405K -$414K -7,561 -50%
AT
694
Arden Trust
Delaware
$404K -$292K -5,329 -42%
GPA
695
Garrison Point Advisors
California
$399K
VCM
696
Vivaldi Capital Management
Illinois
$399K
LNC
697
Lincoln National Corp
Pennsylvania
$396K +$129K +2,349 +48%
CNB
698
Camden National Bank
Maine
$394K
CF
699
Centaurus Financial
California
$392K -$11.5K -210 -3%
BTWM
700
Baker Tilly Wealth Management
Wisconsin
$387K -$148K -2,702 -28%

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.