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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
JAM
876
JCIC Asset Management
Ontario, Canada
$17K -$21.9K -400 -56%
BWM
877
BerganKDV Wealth Management
Minnesota
$17K
LCM
878
Logan Capital Management
Pennsylvania
$17K +$55 +1 +0.3%
Barclays
879
Barclays
United Kingdom
$17K +$16.9K +309 New
FCM
880
Firestone Capital Management
Florida
$16K
SA
881
SRH Advisors
Kansas
$16K
AC
882
AlphaCore Capital
California
$15K -$25K -456 -63%
HI
883
Hoey Investments
Pennsylvania
$15K
PFBT
884
Parkside Financial Bank & Trust
Missouri
$15K
First Manhattan
885
First Manhattan
New York
$12K
PP
886
PrairieView Partners
Minnesota
$12K
AIP
887
Ameritas Investment Partners
Nebraska
$11K
SQA
888
Simon Quick Advisors
New Jersey
$11K
BNP Paribas Financial Markets
889
BNP Paribas Financial Markets
France
$10.9K +$11K +200 New
FCT
890
Family Capital Trust
Massachusetts
$10K
LDFR
891
Lehman & Derafelo Financial Resources
Pennsylvania
$10K
MAWCM
892
Mine & Arao Wealth Creation & Management
California
$10K
BFC
893
Bedel Financial Consulting
Indiana
$9K
CAM
894
Costello Asset Management
Pennsylvania
$9K
PMFA
895
Plante Moran Financial Advisors
Michigan
$5K +$5.26K +96 New
CAL
896
Capital Advisors Ltd
Ohio
$4K
GWS
897
Glassman Wealth Services
Virginia
$4K
EW
898
Element Wealth
Mississippi
$3K
LFG
899
Larson Financial Group
Missouri
$3K
CFA
900
Cahill Financial Advisors
Minnesota
$3K +$2.74K +50 New

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.