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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
WCF
701
West Coast Financial
California
$387K
CCG
702
Ceeto Capital Group
Florida
$382K
ACWM
703
Adams Chetwood Wealth Management
North Carolina
$381K
FFWM
704
Future Financial Wealth Management
Ohio
$381K
HCM
705
Hengehold Capital Management
Ohio
$373K -$21K -384 -5%
VC
706
Vicus Capital
Pennsylvania
$372K +$1.21K +22 +0.3%
AC
707
Alexandria Capital
Virginia
$371K +$1.97K +36 +0.5%
NB
708
NBT Bank
New York
$370K
KCA
709
Karn Couzens & Associates
Connecticut
$369K +$45.3K +828 +14%
GSWM
710
Golden State Wealth Management
California
$369K +$66.7K +1,217 +22%
AAM
711
Advisors Asset Management
Colorado
$364K +$98.1K +1,792 +37%
MWM
712
Mattern Wealth Management
Kansas
$362K -$92K -1,680 -20%
FP
713
Financial Perspectives
Minnesota
$360K +$196K +3,575 +118%
ST
714
Spinnaker Trust
Maine
$360K
EAM
715
Evanson Asset Management
California
$357K -$24K -439 -6%
WPC
716
Waters Parkerson & Co
Louisiana
$356K
SWPG
717
Strategic Wealth Partners Group
Illinois
$355K +$356K +6,494 New
SVWAG
718
Sound View Wealth Advisors Group
Georgia
$354K
CTFG
719
Capstone Triton Financial Group
Oklahoma
$347K -$21.3K -388 -6%
PL
720
Plancorp LLC
Missouri
$346K +$346K +6,324 New
PR
721
Payden & Rygel
California
$344K -$220K -4,016 -39%
EDRH
722
Edmond de Rothschild Holding
Switzerland
$338K -$5.04K -92 -1%
EWM
723
Evermay Wealth Management
Virginia
$337K +$20.5K +375 +6%
SNBOSD
724
Security National Bank of So Dak
Iowa
$337K +$338K +6,171 New
NEPWA
725
New England Private Wealth Advisors
Massachusetts
$333K +$1.21K +22 +0.4%

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.