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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
IFAM
851
Institutional & Family Asset Management
Colorado
$43K +$164 +3 +0.4%
HWM
852
HighMark Wealth Management
Minnesota
$43K +$11.5K +210 +36%
NAM
853
Nationwide Asset Management
Ohio
$42.8K +$39.4M +720,000 +1,142%
PCH
854
PGIM Custom Harvest
New Jersey
$40K
AIM
855
Astor Investment Management
Illinois
$39K +$55 +1 +0.1%
MHR
856
Matthew Hamilton Rosenberg
$39K +$8K +146 +26%
RFA
857
Reilly Financial Advisors
California
$38K +$28.3K +516 +276%
BWL
858
Bogart Wealth LLC
Virginia
$36K -$42K -767 -54%
JFA
859
JNBA Financial Advisors
Minnesota
$33K
PP
860
Pacifica Partners
Canada
$33K
CHC
861
City Holding Co
West Virginia
$31K -$6.85K -125 -18%
MA
862
Montag & Associates
Georgia
$31K -$2.74K -50 -8%
CFD
863
Creative Financial Designs
Indiana
$31K +$55 +1 +0.2%
RVM
864
Robinson Value Management
Texas
$30K
HDIM
865
Hanson & Doremus Investment Management
Vermont
$29K -$1.97K -36 -6%
SAM
866
S.A. Mason
Michigan
$29K
FWM
867
Focused Wealth Management
New York
$27K
ME
868
McIlrath & Eck
Washington
$27K
SIS
869
Sound Income Strategies
Florida
$27K +$15.4K +282 +128%
CWC
870
Carolinas Wealth Consulting
North Carolina
$25K +$110 +2 +0.4%
EW
871
Evoke Wealth
California
$25K +$25.2K +460 New
ODG
872
O'Dell Group
Ohio
$24K +$24.1K +440 New
AWM
873
Accel Wealth Management
Iowa
$23K -$31.8K -581 -58%
ICM
874
Islay Capital Management
Texas
$22K
PFA
875
Professional Financial Advisors
Nebraska
$21K +$55 +1 +0.3%

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.