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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
Koshinski Asset Management
751
Koshinski Asset Management
Illinois
$271K +$38.7K +706 +17%
WA
752
Wealth Architects
California
$269K
CSIC
753
Clifford Swan Investment Counsel
California
$267K
FSA
754
Financial Sense Advisors
California
$264K +$7.94K +145 +3%
RIG
755
Roosevelt Investment Group
New York
$263K -$92.8K -1,695 -26%
SCA
756
STALEY CAPITAL ADVISERS
Pennsylvania
$263K
TCM
757
TD Capital Management
Tennessee
$263K
CSM
758
CAMG Solamere Management
North Carolina
$262K
NEWAS
759
N.E.W. Advisory Services
Wisconsin
$261K -$44.5K -812 -15%
HWM
760
Hemington Wealth Management
Virginia
$261K +$261K +4,774 New
FHA
761
Flagship Harbor Advisors
Massachusetts
$256K
ARC
762
Advisor Resource Council
Texas
$254K +$256K +4,667 New
CFB
763
Cullen/Frost Bankers
Texas
$251K
DP
764
Dearborn Partners
Illinois
$250K
CIM
765
CIM Investment Management
Pennsylvania
$246K
S
766
SignatureFD
Georgia
$245K +$46K +840 +23%
RMAM
767
Raab & Moskowitz Asset Management
New Jersey
$244K -$1.37K -25 -0.6%
AssetMark Inc
768
AssetMark Inc
California
$244K +$2.68K +49 +1%
SWM
769
Shakespeare Wealth Management
Wisconsin
$243K +$243K +4,443 New
WWM
770
Windsor Wealth Management
Indiana
$241K +$22.5K +411 +10%
MOS
771
MGO One Seven
Ohio
$240K -$2.41K -44 -1%
BFA
772
Bragg Financial Advisors
North Carolina
$240K
WI
773
Wintrust Investments
Illinois
$240K +$240K +4,385 New
CFIA
774
Cantor Fitzgerald Investment Advisors
New York
$236K -$1.21K -22 -0.5%
MA
775
MONECO Advisors
Connecticut
$236K +$236K +4,317 New

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.