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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
JCIA
726
Jackson Creek Investment Advisors
Colorado
$294K +$24.4K +446 +9%
AIC
727
Archer Investment Corporation
Indiana
$293K
NCM
728
Novare Capital Management
North Carolina
$292K +$39.8K +726 +16%
CIP
729
Chartwell Investment Partners
Pennsylvania
$291K -$383K -6,995 -57%
CAC
730
Certified Advisory Corp
Florida
$289K +$55 +1 +0%
VAM
731
Verity Asset Management
North Carolina
$275K +$20.8K +379 +8%
TB
732
Terril Brothers
Missouri
$274K
BBHC
733
Brown Brothers Harriman & Co
New York
$272K +$104M +1,900,000 +62%
CSIC
734
Clifford Swan Investment Counsel
California
$270K
WA
735
Wealth Architects
California
$270K
LNC
736
Lincoln National Corp
Pennsylvania
$268K +$30.4K +555 +13%
LWAC
737
Laurel Wealth Advisors (California)
California
$267K -$37.2K -679 -12%
AAM
738
Advisors Asset Management
Colorado
$267K +$135K +2,472 +103%
LFAS
739
Level Four Advisory Services
Texas
$266K -$11.1K -203 -4%
SCA
740
STALEY CAPITAL ADVISERS
Pennsylvania
$264K
TCM
741
TD Capital Management
Tennessee
$264K
CSM
742
CAMG Solamere Management
North Carolina
$263K
3LCM
743
3D/L Capital Management
Connecticut
$260K +$34K +621 +15%
TSS
744
Two Sigma Securities
New York
$258K +$258K +4,711 New
SWMG
745
Strategic Wealth Management Group
Maryland
$257K +$55 +1 +0%
LIG
746
Lokken Investment Group
Delaware
$257K +$7.56K +138 +3%
FSA
747
Financial Sense Advisors
California
$257K +$257K +4,692 New
PIA
748
Perennial Investment Advisors
California
$256K -$2.36K -43 -0.9%
FHA
749
Flagship Harbor Advisors
Massachusetts
$256K +$4.99K +91 +2%
OFG
750
OmniStar Financial Group
North Carolina
$255K +$255K +4,657 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.