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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
SIC
751
Sigma Investment Counselors
Michigan
$251K
CFB
752
Cullen/Frost Bankers
Texas
$251K +$73.4K +1,340 +41%
DP
753
Dearborn Partners
Illinois
$250K
WAP
754
Wealthcare Advisory Partners
Pennsylvania
$248K +$69.2K +1,264 +39%
CIM
755
CIM Investment Management
Pennsylvania
$247K +$247K +4,505 New
RMAM
756
Raab & Moskowitz Asset Management
New Jersey
$246K
WCM
757
Windsor Capital Management
Arizona
$245K +$438 +8 +0.2%
MOS
758
MGO One Seven
Ohio
$244K +$28.7K +523 +13%
AssetMark Inc
759
AssetMark Inc
California
$242K -$288M -5,265,706 -100%
AA
760
Advisory Alpha
Michigan
$240K -$44K -804 -15%
BFA
761
Bragg Financial Advisors
North Carolina
$240K
TRCT
762
Tower Research Capital (TRC)
New York
$239K +$235K +4,286 +6,303%
CFIA
763
Cantor Fitzgerald Investment Advisors
New York
$238K
IIC
764
Integrated Investment Consultants
Michigan
$235K -$23.1K -422 -9%
Koshinski Asset Management
765
Koshinski Asset Management
Illinois
$234K -$60K -1,095 -20%
BAS
766
Brown Advisory Securities
Maryland
$233K
LNWWM
767
Laird Norton Wetherby Wealth Management
California
$233K +$233K +4,260 New
CCM
768
Condor Capital Management
New Jersey
$232K +$9.81K +179 +4%
PCM
769
Parsons Capital Management
Rhode Island
$230K
V
770
Veritable
Delaware
$228K
ACP
771
Aveo Capital Partners
Colorado
$225K +$21.6K +395 +11%
WWM
772
Wolff Wiese Magana
California
$224K +$2.85K +52 +1%
GA
773
Gateway Advisory
New Jersey
$221K +$220K +4,023 New
EFSCE
774
Enterprise Financial Services Corp (EFSC)
Missouri
$219K -$76.7K -1,400 -26%
JF
775
JSF Financial
California
$219K -$19.7K -360 -8%

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.