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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
T
926
TRUADVICE
Florida
-$295K -5,372 Closed
NCM
927
Novare Capital Management
North Carolina
-$292K -5,332 Closed
VAM
928
Verity Asset Management
North Carolina
-$275K -5,015 Closed
LWAC
929
Laurel Wealth Advisors (California)
California
-$267K -4,880 Closed
LFAS
930
Level Four Advisory Services
Texas
-$266K -4,858 Closed
3LCM
931
3D/L Capital Management
Connecticut
-$260K -4,752 Closed
PIA
932
Perennial Investment Advisors
California
-$256K -4,664 Closed
OFG
933
OmniStar Financial Group
North Carolina
-$255K -4,657 Closed
WCM
934
Windsor Capital Management
Arizona
-$245K -4,485 Closed
AA
935
Advisory Alpha
Michigan
-$240K -4,385 Closed
TRCT
936
Tower Research Capital (TRC)
New York
-$239K -4,354 Closed
BAS
937
Brown Advisory Securities
Maryland
-$233K -4,255 Closed
ACP
938
Aveo Capital Partners
Colorado
-$225K -4,111 Closed
LHC
939
Little House Capital
Massachusetts
-$200K -3,640 Closed
SAS
940
Sanford Advisory Services
Michigan
-$199K -3,634 Closed
ARMC
941
American Research & Management Company
Massachusetts
-$156K -2,850 Closed
OFG
942
Oxford Financial Group
Indiana
-$135K -2,465 Closed
ACA
943
Aptus Capital Advisors
Alabama
-$93K -1,701 Closed
CAGAS
944
Capital Advisory Group Advisory Services
Minnesota
-$68K -1,249 Closed
SWM
945
Sugarloaf Wealth Management
Georgia
-$64K -1,168 Closed
PWP
946
Personal Wealth Partners
Minnesota
-$38K -700 Closed
PGWM
947
Parisi Gray Wealth Management
New Jersey
-$20K -364 Closed
PCA
948
Providence Capital Advisors
North Carolina
-$20K -360 Closed
M
949
MOTCO
Texas
-$16K -286 Closed
SSW
950
Smith Shellnut Wilson
Mississippi
-$15K -277 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.