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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
CAGAS
826
Capital Advisory Group Advisory Services
Minnesota
$68K +$68.4K +1,249 New
KFAA
827
Klaas Financial Asset Advisors
Illinois
$67K -$616K -11,251 -90%
SSB
828
Sandy Spring Bank
Maryland
$67K +$16.7K +304 +33%
SWM
829
Sugarloaf Wealth Management
Georgia
$64K -$1.77M -32,289 -97%
FA
830
Faithward Advisors
Pennsylvania
$57K
CA
831
Clearstead Advisors
Ohio
$57K +$41K +749 +262%
IFA
832
Interactive Financial Advisors
Illinois
$55K -$27.3K -499 -33%
AWM
833
Accel Wealth Management
Iowa
$55K -$438 -8 -0.8%
SBL
834
Sargent Bickham Lagudis
Colorado
$55K
FGAM
835
Financial Gravity Asset Management
Texas
$55K +$59.7K +1,089 New
BW
836
Bison Wealth
Georgia
$52K +$3.4K +62 +7%
BWP
837
Baldwin Wealth Partners
Massachusetts
$51K
JPLA
838
Joseph P. Lucia & Associates
New York
$50K -$8.77K -160 -15%
JAM
839
JCIC Asset Management
Ontario, Canada
$49K
IBOK
840
Independence Bank of Kentucky
Kentucky
$47K
MWM
841
MTC Wealth Management
Florida
$44.9K +$2.26M +41,281 +5%
FEG
842
Financial Enhancement Group
Indiana
$44K
IFAM
843
Institutional & Family Asset Management
Colorado
$43K -$29.6K -541 -41%
AC
844
AlphaCore Capital
California
$40K +$39.9K +728 New
AIM
845
Astor Investment Management
Illinois
$39K -$17.4M -316,744 -100%
CIAS
846
Capital Investment Advisory Services
North Carolina
$39K -$1.31M -23,903 -97%
CHC
847
City Holding Co
West Virginia
$38K +$32K +585 +509%
PWP
848
Personal Wealth Partners
Minnesota
$38K +$38.4K +700 New
GI
849
Gradient Investments
Minnesota
$35K +$16.1K +293 +84%
MA
850
Montag & Associates
Georgia
$34K

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.