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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
AAP
76
Arax Advisory Partners
Colorado
$32M +$1.09M +19,972 +4%
FG
77
Fiduciary Group
Georgia
$31M -$1.9M -34,636 -6%
QAM
78
QCI Asset Management
New York
$30.8M +$2.21M +40,347 +8%
Point72 Asset Management
79
Point72 Asset Management
Connecticut
$30.4M +$1.37M +25,000 +5%
SGAM
80
Stephens Group Asset Management
Arkansas
$30.3M +$549K +10,015 +2%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$28.5M -$484K -8,834 -2%
DCM
82
Disciplina Capital Management
Tennessee
$27.8M -$9.54M -174,217 -25%
FSWA
83
Financial Synergies Wealth Advisors
Texas
$27.5M +$1.52M +27,663 +6%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$27.4M +$2.47M +45,127 +10%
CIC
85
Cutler Investment Counsel
Oregon
$26.8M +$829K +15,139 +3%
TH
86
TCTC Holdings
Texas
$26.8M -$314K -5,726 -1%
JIR
87
James Investment Research
Ohio
$26.5M -$933K -17,041 -3%
Citadel Advisors
88
Citadel Advisors
Florida
$26.1M +$835K +15,238 +3%
VRM
89
Vectors Research Management
New York
$25.5M +$1.19M +21,665 +5%
HC
90
HNP Capital
New York
$25.4M +$1.06M +19,293 +4%
AAIM
91
Asset Advisors Investment Management
Georgia
$25.2M +$679K +12,400 +3%
HWM
92
Hohimer Wealth Management
Washington
$23.3M +$900K +16,438 +4%
HI
93
Horizon Investments
North Carolina
$23.2M -$1.49M -27,140 -6%
AWM
94
Atticus Wealth Management
Florida
$23M +$15.1M +276,332 +191%
CCA
95
Catalyst Capital Advisors
New York
$22.6M +$1.82M +33,310 +9%
NA
96
NewEdge Advisors
Louisiana
$22.6M -$8.82M -160,995 -28%
ZIG
97
Zurich Insurance Group
Switzerland
$22.5M +$5.3M +96,803 +31%
Lazard Asset Management
98
Lazard Asset Management
New York
$22.2M
HCM
99
Hilton Capital Management
New York
$22M +$285K +5,212 +1%
AI
100
Atria Investments
North Carolina
$21.9M -$8.15M -148,836 -27%

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.