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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

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: 903 → 906 (+3)

1% less funds holding in top 10

Funds holding in top 10: 114 → 113 (-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

Top Buyers

Rank Fund Capital Flow
1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$99.1M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$88.6M
3
FI
Fosun International
China
+$50.9M
4
Northern Trust
Northern Trust
Illinois
+$49.6M
5
Charles Schwab
Charles Schwab
California
+$42.2M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$778M
2
BlackRock
BlackRock
New York
-$491M
3
AC
Allstate Corporation
Illinois
-$205M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$204M
5
Jane Street
Jane Street
New York
-$124M
Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
776
Integrated Investment Consultants
Michigan
$235K – – –
LNWWM
777
Laird Norton Wetherby Wealth Management
California
$233K – – –
GAM
778
Gemmer Asset Management
California
$233K +$45K +821 +24%
PCM
779
Parsons Capital Management
Rhode Island
$232K +$2.74K +50 +1%
BA
780
Bridgewater Advisors
New York
$229K +$230K +4,195 New
CSPIA
781
Cary Street Partners Investment Advisory
Virginia
$229K +$230K +4,195 New
V
782
Veritable
Delaware
$227K – – –
WWM
783
Wolff Wiese Magana
California
$225K +$1.86K +34 +0.8%
GA
784
Gateway Advisory
New Jersey
$225K +$5.09K +93 +2%
SIC
785
Sigma Investment Counselors
Michigan
$220K -$30.7K -560 -12%
ACM
786
Azimuth Capital Management
Michigan
$219K – – –
JF
787
JSF Financial
California
$219K – – –
FS
788
Ferguson Shapiro
Georgia
$214K – – –
WDG
789
Wealth Dimensions Group
Ohio
$214K – – –
CWM
790
Chesapeake Wealth Management
Virginia
$213K – – –
ERWM
791
Elk River Wealth Management
Colorado
$213K – – –
FVWA
792
Foster Victor Wealth Advisors
South Carolina
$213K +$214K +3,901 New
SAF
793
Smith Anglin Financial
Texas
$211K +$767 +14 +0.4%
CCM
794
Condor Capital Management
New Jersey
$210K -$21.6K -394 -9%
PFM
795
Parsec Financial Management
North Carolina
$210K – – –
9WM
796
9258 Wealth Management
Ohio
$207K +$207K +3,782 New
APCM
797
Alaska Permanent Capital Management
Alaska
$204K – – –
SAA
798
Southeast Asset Advisors
Georgia
$203K – – –
FRA
799
Front Row Advisors
California
$201K – – –
BFIM
800
Beese Fulmer Investment Management
Ohio
$200K – – –
30 31
32
33 34

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.