We are live on ! Find out more
IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

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: 110 → 114 (+4)

1% more funds holding

Funds holding: 895 → 903 (+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

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$596M
2
B
Barings
North Carolina
+$300M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$189M
4
Jane Street
Jane Street
New York
+$183M
5
BBHC
Brown Brothers Harriman & Co
New York
+$104M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$288M
2
FRBONY
Federal Reserve Bank of New York
New York
-$176M
3
BlackRock
BlackRock
New York
-$163M
4
ACG
Arch Capital Group
Bermuda
-$31.5M
5
NAM
Nationwide Asset Management
Ohio
-$29.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
776
Azimuth Capital Management
Michigan
$219K – – –
WWM
777
Windsor Wealth Management
Indiana
$219K +$219K +4,000 New
AF
778
Advisornet Financial
Minnesota
$218K +$50.5K +922 +30%
AWA
779
ARS Wealth Advisors
Florida
$214K -$263K -4,800 -55%
WDG
780
Wealth Dimensions Group
Ohio
$214K – – –
FS
781
Ferguson Shapiro
Georgia
$214K +$329 +6 +0.2%
CWM
782
Chesapeake Wealth Management
Virginia
$213K -$29K -530 -12%
ERWM
783
Elk River Wealth Management
Colorado
$213K – – –
LWANC
784
Laurel Wealth Advisors (North Carolina)
North Carolina
$212K +$82.6K +1,507 +64%
SAF
785
Smith Anglin Financial
Texas
$211K +$877 +16 +0.4%
PFM
786
Parsec Financial Management
North Carolina
$211K +$211K +3,854 New
APCM
787
Alaska Permanent Capital Management
Alaska
$205K – – –
WA
788
WealthTrust Axiom
Pennsylvania
$205K – – –
SAA
789
Southeast Asset Advisors
Georgia
$204K – – –
FRA
790
Front Row Advisors
California
$202K +$55 +1 +0%
BFIM
791
Beese Fulmer Investment Management
Ohio
$201K +$201K +3,664 New
LHC
792
Little House Capital
Massachusetts
$200K -$327K -5,960 -62%
S
793
SignatureFD
Georgia
$200K -$5.48K -100 -3%
SAS
794
Sanford Advisory Services
Michigan
$199K +$199K +3,634 New
SNT
795
Security National Trust
West Virginia
$198K – – –
GAM
796
Gemmer Asset Management
California
$188K +$35.1K +641 +23%
FP
797
Financial Perspectives
Minnesota
$166K -$9.09M -165,979 -98%
LWP
798
Lumature Wealth Partners
Georgia
$165K +$3.89K +71 +2%
GIA
799
Goodwin Investment Advisory
Georgia
$161K -$140K -2,553 -47%
FM
800
Family Management
New York
$161K – – –
30 31
32
33 34

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.