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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
BFS
926
Bickling Financial Services
Massachusetts
-$312K -5,697 Closed
KM
927
Kalos Management
Georgia
-$306K -5,593 Closed
RWB
928
RMR Wealth Builders
New Jersey
-$278K -5,082 Closed
HWM
929
Hemington Wealth Management
Virginia
-$258K -4,725 Closed
CRWM
930
Castle Rock Wealth Management
California
-$240K -4,390 Closed
OGF
931
Orin Green Financial
California
-$239K -4,367 Closed
ACS
932
Archford Capital Strategies
Illinois
-$229K -4,187 Closed
RWA
933
Redhawk Wealth Advisors
Minnesota
-$221K -4,041 Closed
FWM
934
FSA Wealth Management
Massachusetts
-$209K -3,827 Closed
AIA
935
Avalon Investment & Advisory
Texas
-$202K -3,696 Closed
LAS
936
Lloyd Advisory Services
Georgia
-$173K -3,173 Closed
EP
937
Eudaimonia Partners
Tennessee
-$109K -1,995 Closed
CPFP
938
Clear Perspectives Financial Planning
Ohio
-$75K -1,375 Closed
AIM
939
Anchor Investment Management
South Carolina
-$67.7K -1,238 Closed
ADIM
940
Alpha DNA Investment Management
Maryland
-$13K -246 Closed
ACM
941
Allred Capital Management
Texas
-$10K -183 Closed
VFA
942
Valeo Financial Advisors
Indiana
-$8K -140 Closed
APWA
943
Atlas Private Wealth Advisors
New Jersey
-$7K -130 Closed
FA
944
Fortis Advisors
Pennsylvania
-$5K -83 Closed
CB
945
CNB Bank
Pennsylvania
-$4K -73 Closed
SSC
946
Syverson Strege & Co
Iowa
-$3.94K -72 -95%
NIC
947
Northwest Investment Counselors
Oregon
-$3K -55 Closed
LGWM
948
Litman Gregory Wealth Management
California
-$2K -44 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.