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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

895 hedge funds and large institutions have $18.2B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 414 increasing their positions, 264 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 414 | Existing positions reduced: 264

21% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 67

9% more capital invested

Capital invested by funds: $16.6B → $18.2B (+$1.56B)

1.39% more ownership

Funds ownership: 77.15% → 78.53% (+1.4%)

1% more funds holding

Funds holding: 889 → 895 (+6)

4% less funds holding in top 10

Funds holding in top 10: 115 → 110 (-5)

Holders
895
Holders Change
+6
Holders Change %
+0.67%
% of All Funds
15.72%
Holding in Top 10
110
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.35%
% of All Funds
1.93%
New
81
Increased
414
Reduced
264
Closed
67
Calls
$541K
Puts
–
Net Calls
+$541K
Net Calls Change
+$1.32M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$514M
2
Goldman Sachs
Goldman Sachs
New York
+$194M
3
Charles Schwab
Charles Schwab
California
+$142M
4
AC
Allstate Corporation
Illinois
+$122M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$290M
2
Verition Fund Management
Verition Fund Management
Connecticut
-$51.6M
3
BlackRock
BlackRock
New York
-$49.4M
4
SS
Simplicity Solutions
Minnesota
-$32.9M
5
HCM
Hilton Capital Management
New York
-$29.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FS
776
Ferguson Shapiro
Georgia
$214K +$214K +3,905 New
ERWM
777
Elk River Wealth Management
Colorado
$213K -$42.6K -775 -17%
SAF
778
Smith Anglin Financial
Texas
$210K +$714 +13 +0.3%
FWM
779
FSA Wealth Management
Massachusetts
$209K -$212K -3,861 -50%
LF
780
Lantz Financial
Illinois
$208K +$209K +3,812 New
APCM
781
Alaska Permanent Capital Management
Alaska
$205K – – –
WA
782
WealthTrust Axiom
Pennsylvania
$205K – – –
S
783
SignatureFD
Georgia
$205K +$13.7K +250 +7%
SAA
784
Southeast Asset Advisors
Georgia
$204K +$205K +3,724 New
ACP
785
Aveo Capital Partners
Colorado
$203K +$204K +3,716 New
AIA
786
Avalon Investment & Advisory
Texas
$202K – – –
FRA
787
Front Row Advisors
California
$201K +$110K +2,000 +119%
SNT
788
Security National Trust
West Virginia
$198K – – –
WAP
789
Wealthcare Advisory Partners
Pennsylvania
$179K +$180K +3,269 New
CFB
790
Cullen/Frost Bankers
Texas
$177K +$178K +3,245 New
LAS
791
Lloyd Advisory Services
Georgia
$173K -$114K -2,075 -40%
BBHC
792
Brown Brothers Harriman & Co
New York
$168K +$747K +13,602 +0.4%
AF
793
Advisornet Financial
Minnesota
$167K -$1.44M -26,219 -90%
CB
794
Community Bank
New York
$166K -$208K -3,790 -55%
AP
795
Atwood & Palmer
Missouri
$161K -$46.2K -842 -22%
LWP
796
Lumature Wealth Partners
Georgia
$160K -$112K -2,033 -41%
FM
797
Family Management
New York
$160K – – –
GAM
798
Gemmer Asset Management
California
$153K +$35.5K +646 +30%
SC
799
Sierra Capital
Florida
$153K +$154K +2,800 New
OC
800
Oakworth Capital
Alabama
$147K – – –
30 31
32
33 34

IGSB Hedge Fund Activity: Q1 2021 in Review

895 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q1 2021, worth a combined $18.2B — up 9.4% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IGSB positions and 67 closed out — a net gain of 14 holders — while 414 added to existing stakes and 264 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $514M. The largest seller was EP Wealth Advisors, cutting an estimated $290M.

  • 895 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q1 2021, up from 889 in Q4 2020.
  • Funds reported $18.2B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q1 2021, up 9.4% quarter-over-quarter.
  • 81 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q1 2021 and 67 closed out, a net change of +14 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $514M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q1 2021 was EP Wealth Advisors, an estimated $290M sold.

Based on aggregated 13F filings for Q1 2021.