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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
ARMC
801
American Research & Management Company
Massachusetts
$156K +$54.8K +1,000 +54%
AP
802
Atwood & Palmer
Missouri
$151K -$11K -200 -7%
TAM
803
Tucker Asset Management
Colorado
$150K -$115K -2,105 -44%
OC
804
Oakworth Capital
Alabama
$147K
FFA
805
Founders Financial Alliance
North Carolina
$145K +$23.3K +425 +19%
MIFH
806
Migdal Insurance & Financial Holdings
Israel
$138K -$2.63K -48 -2%
OFG
807
Oxford Financial Group
Indiana
$135K +$135K +2,465 New
PFGIA
808
Patriot Financial Group Insurance Agency
Massachusetts
$133K -$181K -3,302 -58%
SC
809
Sierra Capital
Florida
$133K -$20.8K -379 -14%
CB
810
Community Bank
New York
$129K -$37.9K -692 -23%
AIM
811
Acropolis Investment Management
Missouri
$125K -$1.71M -31,294 -93%
TFGT
812
TS Financial Group (TSFG)
Illinois
$118K
MIM
813
MTM Investment Management
South Carolina
$115K
AA
814
AlphaCentric Advisors
Puerto Rico
$97K +$7.94K +145 +9%
PWMG
815
Prestige Wealth Management Group
New Jersey
$95K
WPA
816
West Paces Advisors
Georgia
$93.7K -$175K -3,194 -65%
ACA
817
Aptus Capital Advisors
Alabama
$93K -$3.56K -65 -4%
SIAP
818
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$91K +$219 +4 +0.2%
JCM
819
Jacobi Capital Management
Pennsylvania
$83K +$1.21K +22 +1%
ETI
820
Enterprise Trust & Investment
California
$81K
CFO
821
CVA Family Office
Colorado
$80K +$55 +1 +0.1%
BWL
822
Bogart Wealth LLC
Virginia
$78K -$34.2K -624 -31%
PB
823
Pinnacle Bancorp
Nebraska
$78K +$55 +1 +0.1%
HWA
824
HHM Wealth Advisors
Tennessee
$76K -$21.7K -396 -22%
CLOS
825
Compagnie Lombard Odier SCmA
Switzerland
$71K +$71.2K +1,300 New

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.