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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
CTFG
701
Capstone Triton Financial Group
Oklahoma
$372K -$136K -2,480 -27%
VC
702
Vicus Capital
Pennsylvania
$372K -$43.7K -798 -11%
AC
703
Alexandria Capital
Virginia
$371K
NB
704
NBT Bank
New York
$371K +$125K +2,285 +51%
ST
705
Spinnaker Trust
Maine
$361K
RIG
706
Roosevelt Investment Group
New York
$357K -$1.02M -18,598 -74%
WPC
707
Waters Parkerson & Co
Louisiana
$357K -$193K -3,525 -35%
SVWAG
708
Sound View Wealth Advisors Group
Georgia
$355K
LA
709
Latitude Advisors
Florida
$354K +$353K +6,451 New
AIM
710
Alhambra Investment Management
Florida
$350K +$350K +6,381 New
GBT
711
Grove Bank & Trust
Florida
$344K
EDRH
712
Edmond de Rothschild Holding
Switzerland
$344K +$203K +3,710 +145%
FDCDDQ
713
Federation des caisses Desjardins du Quebec
Quebec, Canada
$334K +$319K +5,815 +2,033%
NEPWA
714
New England Private Wealth Advisors
Massachusetts
$333K -$11.4M -208,622 -97%
BFA
715
Beacon Financial Advisory
Ohio
$326K -$32.5K -593 -9%
KCA
716
Karn Couzens & Associates
Connecticut
$325K -$31.3K -571 -9%
EL
717
EQ LLC
Washington
$318K +$1.26K +23 +0.4%
EWM
718
Evermay Wealth Management
Virginia
$317K
KIG
719
Kowal Investment Group
Wisconsin
$314K +$3.34K +61 +1%
NEWAS
720
N.E.W. Advisory Services
Wisconsin
$308K -$49.9K -911 -14%
PFO
721
Pathstone Family Office
New Jersey
$308K
GSWM
722
Golden State Wealth Management
California
$304K +$87.7K +1,601 +41%
T
723
TRUADVICE
Florida
$295K -$108K -1,965 -27%
FC
724
Fusion Capital
South Carolina
$295K -$45.3K -827 -13%
TTWM
725
TCV Trust & Wealth Management
Virginia
$295K

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.