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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
JFA
851
JNBA Financial Advisors
Minnesota
$33K
PP
852
Pacifica Partners
Canada
$32K
HWM
853
HighMark Wealth Management
Minnesota
$32K +$31.8K +580 New
HDIM
854
Hanson & Doremus Investment Management
Vermont
$31K
CFD
855
Creative Financial Designs
Indiana
$31K +$110 +2 +0.4%
MHR
856
Matthew Hamilton Rosenberg
$31K +$164 +3 +0.5%
RVM
857
Robinson Value Management
Texas
$30K +$30.1K +550 New
SAM
858
S.A. Mason
Michigan
$29K +$29.3K +535 New
FWM
859
Focused Wealth Management
New York
$27K
ME
860
McIlrath & Eck
Washington
$27K
CWC
861
Carolinas Wealth Consulting
North Carolina
$25K +$25K +456 New
ICM
862
Islay Capital Management
Texas
$22K
PFA
863
Professional Financial Advisors
Nebraska
$21K +$110 +2 +0.5%
AF
864
Allworth Financial
California
$20K
PCA
865
Providence Capital Advisors
North Carolina
$20K +$19.7K +360 New
PGWM
866
Parisi Gray Wealth Management
New Jersey
$20K +$19.9K +364 New
LCM
867
Logan Capital Management
Pennsylvania
$17K -$10.9K -199 -39%
BWM
868
BerganKDV Wealth Management
Minnesota
$17K
FCM
869
Firestone Capital Management
Florida
$16K
M
870
MOTCO
Texas
$16K
SA
871
SRH Advisors
Kansas
$16K
HI
872
Hoey Investments
Pennsylvania
$15K
PFBT
873
Parkside Financial Bank & Trust
Missouri
$15K
SSW
874
Smith Shellnut Wilson
Mississippi
$15K +$11.3K +207 +296%
GA
875
GoalVest Advisory
New York
$15K +$14.6K +267 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.