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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
GBT
726
Grove Bank & Trust
Florida
$331K -$12.6K -230 -4%
FAFN
727
First Affirmative Financial Network
Colorado
$329K +$330K +6,023 New
PP
728
Palladium Partners
Virginia
$322K +$322K +5,887 New
KIG
729
Kowal Investment Group
Wisconsin
$314K +$548 +10 +0.2%
CA
730
Continuum Advisory
Idaho
$313K -$125K -2,280 -28%
BBA
731
BLB&B Advisors
Pennsylvania
$311K -$106K -1,930 -25%
JCIA
732
Jackson Creek Investment Advisors
Colorado
$309K +$16.6K +304 +6%
PFO
733
Pathstone Family Office
New Jersey
$308K
BFA
734
Beacon Financial Advisory
Ohio
$306K -$18.9K -345 -6%
WA
735
Wealth Alliance
New York
$305K -$1.04M -18,906 -77%
FA
736
Flagstar Advisors
New York
$302K +$303K +5,524 New
WA
737
WealthTrust Axiom
Pennsylvania
$300K +$95.8K +1,750 +47%
FFN
738
Focus Financial Network
Minnesota
$297K -$168K -3,062 -36%
TTWM
739
TCV Trust & Wealth Management
Virginia
$294K
AIC
740
Archer Investment Corporation
Indiana
$292K
CIP
741
Chartwell Investment Partners
Pennsylvania
$290K
CSA
742
Cottage Street Advisors
Massachusetts
$289K -$154K -2,817 -35%
FC
743
Fusion Capital
South Carolina
$283K -$10.8K -197 -4%
TI
744
tru Independence
Oregon
$282K +$284K +5,180 New
EIA
745
Edgemoor Investment Advisors
Maryland
$278K -$104K -1,900 -27%
RWB
746
RMR Wealth Builders
New Jersey
$278K +$278K +5,081 New
NHC
747
Nicholas Hoffman & Company
Georgia
$275K +$276K +5,041 New
TB
748
Terril Brothers
Missouri
$273K
LIG
749
Lokken Investment Group
Delaware
$273K +$16.7K +305 +7%
BBHC
750
Brown Brothers Harriman & Co
New York
$271K +$225K +4,110 +0.1%

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.