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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
5L
76
55I LLC
Massachusetts
$30.6M +$5.29M +96,504 +21%
CA
77
Cetera Advisors
Colorado
$30.3M +$2.46M +44,953 +9%
AI
78
Atria Investments
North Carolina
$30.1M +$264K +4,824 +0.9%
SGAM
79
Stephens Group Asset Management
Arkansas
$29.9M +$7.28M +132,904 +32%
Point72 Asset Management
80
Point72 Asset Management
Connecticut
$29.1M +$4.11M +75,000 +16%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$29.1M +$2.86M +52,249 +11%
NC
82
NewSquare Capital
Pennsylvania
$28.8M +$1.93M +35,143 +7%
QAM
83
QCI Asset Management
New York
$28.7M +$998K +18,220 +4%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$27.9M +$5.62M +102,576 +25%
JIR
85
James Investment Research
Ohio
$27.6M -$1.22M -22,194 -4%
TH
86
TCTC Holdings
Texas
$27.2M +$48.2K +880 +0.2%
PFA
87
Pure Financial Advisors
California
$26.4M +$4.76M +86,823 +22%
FSWA
88
Financial Synergies Wealth Advisors
Texas
$26.1M +$1.54M +28,056 +6%
CIC
89
Cutler Investment Counsel
Oregon
$26.1M +$203K +3,698 +0.8%
CFGS
90
Concourse Financial Group Securities
Alabama
$25.3M +$2.27M +41,519 +10%
Citadel Advisors
91
Citadel Advisors
Florida
$25.3M +$25.3M +462,012 New
MD
92
Money Design
Japan
$25.2M +$3.21M +58,655 +15%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$25M +$1.73M +31,658 +7%
HI
94
Horizon Investments
North Carolina
$24.7M +$23.6M +431,153 +2,013%
AAIM
95
Asset Advisors Investment Management
Georgia
$24.6M +$1.99M +36,375 +9%
VRM
96
Vectors Research Management
New York
$24.4M -$771K -14,078 -3%
HC
97
HNP Capital
New York
$24.4M -$264K -4,816 -1%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$23.5M +$2.41M +43,974 +11%
BRWA
99
B. Riley Wealth Advisors
Florida
$23.2M -$7.94M -144,969 -26%
Lazard Asset Management
100
Lazard Asset Management
New York
$22.8M

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.