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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
WB
901
Webster Bank
Connecticut
$3K +$3.12K +57 New
BU
902
BBVA USA
Alabama
$1K
TAIM
903
TD Ameritrade Investment Management
Nebraska
$1K
WT
904
Washington Trust
Rhode Island
$1K
GKWIM
905
Gerber Kawasaki Wealth & Investment Management
California
$1K +$55 +1 New
WIM
906
Westside Investment Management
California
$21
FRBONY
907
Federal Reserve Bank of New York
New York
-$506M -9,235,820 Closed
NAG
908
Northstar Advisory Group
New Jersey
-$16.9M -307,468 Closed
NA
909
NextCapital Advisers
Illinois
-$9.91M -180,851 Closed
JWCA
910
J.W. Cole Advisors
Florida
-$4.45M -81,152 Closed
WA
911
Wilshire Advisors
California
-$3.14M -57,327 Closed
RMC
912
Resources Management Corp
Connecticut
-$2.95M -53,853 Closed
Allianz Asset Management
913
Allianz Asset Management
Germany
-$2.86M -52,199 Closed
WBG
914
Wharton Business Group
Pennsylvania
-$2.78M -50,755 Closed
WB
915
WesBanco Bank
West Virginia
-$2.6M -47,407 Closed
PG
916
Prostatis Group
Maryland
-$2.32M -42,332 Closed
AFC
917
AFT Forsyth & Company
Florida
-$1.33M -24,360 Closed
PCMC
918
Private Capital Management (Colorado)
Colorado
-$938K -17,121 Closed
KOMWMG
919
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$849K -15,486 Closed
AP
920
Agilis Partners
Massachusetts
-$629K -11,478 Closed
BBNA
921
Bremer Bank National Association
Minnesota
-$493K -9,000 Closed
SFA
922
Sequoia Financial Advisors
Ohio
-$480K -8,755 Closed
TFA
923
Teamwork Financial Advisors
Texas
-$415K -7,566 Closed
JFGIW
924
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$373K -6,807 Closed
EL
925
EQ LLC
Washington
-$318K -5,809 Closed

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.