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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
AAMC
51
Asset Allocation & Management Company
Illinois
$49.9M
OWP
52
Obermeyer Wealth Partners
Colorado
$43.2M +$211K +3,854 +0.5%
FLPIM
53
F.L. Putnam Investment Management
Massachusetts
$42.3M +$42.3M +772,182 New
BMM
54
Buffington Mohr McNeal
Idaho
$42.2M +$1.66M +30,222 +4%
MPM
55
Meritage Portfolio Management
Kansas
$42.1M +$15.2M +276,539 +56%
EK
56
Evensky & Katz
Florida
$41.6M +$702K +12,808 +2%
Mariner
57
Mariner
Kansas
$41.3M +$6.61M +120,661 +19%
PI
58
PFS Investments
Georgia
$39M +$11.7M +214,219 +43%
MCWS
59
McKinley Carter Wealth Services
West Virginia
$38.8M +$4.13M +75,400 +12%
DCM
60
Disciplina Capital Management
Tennessee
$37.5M -$21.8K -397 -0.1%
CT
61
Caldwell Trust
Florida
$36.9M +$5.37M +98,060 +17%
PI
62
Parkside Investments
Illinois
$36.3M +$5.17M +94,345 +17%
ET
63
Equitable Trust
Tennessee
$36.3M +$36.3M +662,309 New
HighTower Advisors
64
HighTower Advisors
Illinois
$35.8M +$1.46M +26,563 +4%
MG
65
Mather Group
Illinois
$35.8M +$3.27M +59,725 +10%
CFSG
66
Community Financial Services Group
Vermont
$35.6M +$2.1M +38,360 +6%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$35M -$730K -13,333 -2%
DCM
68
Davidson Capital Management
Texas
$34.7M -$57.8K -1,055 -0.2%
HNB
69
Huntington National Bank
Ohio
$33.6M +$1.05M +19,226 New
FG
70
Fiduciary Group
Georgia
$33.2M -$728K -13,296 -2%
NAM
71
Nationwide Asset Management
Ohio
$33M -$29.9M -546,600 -90%
KAS
72
Kestra Advisory Services
Texas
$33M +$1.78M +32,491 +6%
NA
73
NewEdge Advisors
Louisiana
$31.5M +$756K +13,799 +2%
UCFA
74
United Capital Financial Advisors
Texas
$31.5M +$2.68M +48,915 +9%
AAP
75
Arax Advisory Partners
Colorado
$31M +$31M +566,151 New

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.