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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
TAIM
901
TD Ameritrade Investment Management
Nebraska
$1K
BU
902
BBVA USA
Alabama
$1K +$1.48K +27 New
WIM
903
Westside Investment Management
California
$21
CA
904
Cambridge Associates
Massachusetts
-$5.35M -97,780 Closed
CWA
905
Centennial Wealth Advisory
Michigan
-$4.67M -85,374 Closed
UFA
906
US Financial Advisors
Massachusetts
-$2.63M -48,193 Closed
SEM
907
Strategic Equity Management
Arizona
-$2.62M -47,906 Closed
SIA
908
Strategic Investment Advisors
Michigan
-$2.52M -46,187 Closed
CIM
909
Confluence Investment Management
Missouri
-$2.45M -44,747 Closed
VFM
910
Vivid Financial Management
California
-$1.89M -34,618 Closed
HF
911
HRT Financial
New York
-$1.89M -34,573 Closed
MAA
912
Matrix Asset Advisors
New York
-$1.88M -34,462 Closed
OWA
913
Outlook Wealth Advisors
Texas
-$1.48M -26,987 Closed
WIA
914
Wealthstreet Investment Advisors
Texas
-$1.14M -20,909 Closed
IC
915
Inscription Capital
Texas
-$945K -17,276 Closed
OC
916
Oarsman Capital
Wisconsin
-$934K -17,087 Closed
GGI
917
Godsey & Gibb Inc
Virginia
-$773K -14,145 Closed
CFAM
918
Center For Asset Management
Florida
-$765K -13,982 Closed
HGWM
919
Horst & Graben Wealth Management
Oregon
-$758K -13,871 Closed
FNBOH
920
First National Bank of Hutchinson
Kansas
-$679K -12,417 Closed
NWA
921
New World Advisors
Massachusetts
-$637K -11,645 Closed
AFP
922
Ausdal Financial Partners
Iowa
-$413K -7,560 Closed
WI
923
WBI Investments
New Jersey
-$372K -6,805 Closed
WANY
924
Wealthspire Advisors (New York)
New York
-$364K -6,655 Closed
RFN
925
RDA Financial Network
Iowa
-$338K -6,183 Closed

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.