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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
First Manhattan
876
First Manhattan
New York
$12K
HFA
877
Hoover Financial Advisors
Pennsylvania
$12K
PP
878
PrairieView Partners
Minnesota
$12K
SIS
879
Sound Income Strategies
Florida
$12K
SQA
880
Simon Quick Advisors
New Jersey
$11K -$53.1K -969 -82%
AIP
881
Ameritas Investment Partners
Nebraska
$11K -$5.48K -100 -32%
MCM
882
Manchester Capital Management
Vermont
$11K
RFA
883
Reilly Financial Advisors
California
$10K -$5.53K -101 -35%
LDFR
884
Lehman & Derafelo Financial Resources
Pennsylvania
$10K
MAWCM
885
Mine & Arao Wealth Creation & Management
California
$10K +$55 +1 +0.5%
FCT
886
Family Capital Trust
Massachusetts
$10K +$2.74K +50 +37%
BFC
887
Bedel Financial Consulting
Indiana
$9K
CAM
888
Costello Asset Management
Pennsylvania
$9K
TC
889
Truvestments Capital
Florida
$7K -$58.6K -1,070 -90%
RDWM
890
Red Door Wealth Management
Tennessee
$6K +$6.36K +116 New
PWA
891
Phoenix Wealth Advisors
North Carolina
$5K
CAL
892
Capital Advisors Ltd
Ohio
$4K
GWS
893
Glassman Wealth Services
Virginia
$4K
GKIM
894
GW&K Investment Management
Massachusetts
$4K +$3.83K +70 New
EW
895
Element Wealth
Mississippi
$3K
LFG
896
Larson Financial Group
Missouri
$3K
BFO
897
Biltmore Family Office
North Carolina
$2K
NFSG
898
Newbridge Financial Services Group
Florida
$2K
MA
899
MBA Advisors
Pennsylvania
$1.64K -$387K -7,056 -19%
WT
900
Washington Trust
Rhode Island
$1K -$24.7K -450 -95%

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.