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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
FI
51
Fosun International
China
$50.8M +$50.9M +928,972 New
RJFSA
52
Raymond James Financial Services Advisors
Florida
$50.3M -$4.7M -85,748 -9%
AAMC
53
Asset Allocation & Management Company
Illinois
$49.7M
Mariner
54
Mariner
Kansas
$47.3M +$6.15M +112,325 +15%
MWM
55
MTC Wealth Management
Florida
$46.7M +$1.97M +35,912 +4%
BMM
56
Buffington Mohr McNeal
Idaho
$45.3M +$3.27M +59,767 +8%
OWP
57
Obermeyer Wealth Partners
Colorado
$44.3M +$1.26M +23,040 +3%
FLPIM
58
F.L. Putnam Investment Management
Massachusetts
$43.6M +$1.38M +25,151 +3%
PI
59
PFS Investments
Georgia
$42.5M +$3.87M +70,579 +10%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$41.7M -$22.1M -404,104 -35%
CT
61
Caldwell Trust
Florida
$41.5M +$4.74M +86,552 +13%
MD
62
Money Design
Japan
$39M +$14M +255,624 +56%
MG
63
Mather Group
Illinois
$37.9M +$2.24M +40,878 +6%
HNB
64
Huntington National Bank
Ohio
$37.3M -$44.6K -815 -4%
PI
65
Parkside Investments
Illinois
$37.2M +$998K +18,220 +3%
EK
66
Evensky & Katz
Florida
$36.2M -$5.21M -95,062 -13%
ET
67
Equitable Trust
Tennessee
$35.9M -$340K -6,200 -0.9%
DCM
68
Davidson Capital Management
Texas
$35.7M +$1.1M +20,025 +3%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$35.2M +$216K +3,941 +0.6%
HighTower Advisors
70
HighTower Advisors
Illinois
$35M -$748K -13,658 -2%
PFA
71
Pure Financial Advisors
California
$34.9M +$8.57M +156,398 +32%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$34.2M +$6.33M +115,661 +23%
UCFA
73
United Capital Financial Advisors
Texas
$34.1M +$2.74M +49,956 +9%
CA
74
Cetera Advisors
Colorado
$34M +$3.78M +68,944 +12%
NC
75
NewSquare Capital
Pennsylvania
$32.7M +$3.98M +72,746 +14%

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.