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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
SNT
801
Security National Trust
West Virginia
$198K
SAM
802
Strategic Asset Management
Minnesota
$194K +$194K +3,550 New
CB
803
CNB Bank
Pennsylvania
$174K +$174K +3,180 New
FFA
804
Founders Financial Alliance
North Carolina
$173K +$27.3K +498 +19%
FM
805
Family Management
New York
$160K
AP
806
Atwood & Palmer
Missouri
$150K
TAM
807
Tucker Asset Management
Colorado
$148K
OC
808
Oakworth Capital
Alabama
$146K
LWP
809
Lumature Wealth Partners
Georgia
$145K -$18.8K -344 -11%
MIFH
810
Migdal Insurance & Financial Holdings
Israel
$138K
SC
811
Sierra Capital
Florida
$131K
CB
812
Community Bank
New York
$127K -$1.37K -25 -1%
AIM
813
Acropolis Investment Management
Missouri
$125K
PFGIA
814
Patriot Financial Group Insurance Agency
Massachusetts
$120K -$12.5K -229 -9%
TFGT
815
TS Financial Group (TSFG)
Illinois
$118K
MIM
816
MTM Investment Management
South Carolina
$115K
CIAS
817
Capital Investment Advisory Services
North Carolina
$107K +$68.5K +1,250 +177%
CLOS
818
Compagnie Lombard Odier SCmA
Switzerland
$106K +$35.1K +641 +49%
TFO
819
Tarbox Family Office
California
$102K +$102K +1,860 New
SWM
820
Selective Wealth Management
Virginia
$101K +$101K +1,851 New
AA
821
AlphaCentric Advisors
Puerto Rico
$99K +$2.74K +50 +3%
GIA
822
Goodwin Investment Advisory
Georgia
$95K -$64.8K -1,184 -40%
PWMG
823
Prestige Wealth Management Group
New Jersey
$95K
WPA
824
West Paces Advisors
Georgia
$93.4K
JCM
825
Jacobi Capital Management
Pennsylvania
$90K +$7.28K +133 +9%

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.