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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
HWM
101
Hohimer Wealth Management
Washington
$22.4M +$10.6M +194,035 +90%
AWM
102
AE Wealth Management
Kansas
$22.2M -$15.5M -282,648 -41%
GG
103
Greenwood Gearhart
Arkansas
$22.1M +$77.8K +1,420 +0.4%
HCM
104
Hilton Capital Management
New York
$21.8M -$24.3K -443 -0.1%
LFS
105
Lutz Financial Services
Nebraska
$21.4M +$233K +4,259 +1%
SSWG
106
Seven Springs Wealth Group
Tennessee
$21.3M -$707K -12,904 -3%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$21.3M -$14.9M -272,824 -41%
CCA
108
Catalyst Capital Advisors
New York
$20.9M +$4.7M +85,728 +29%
EWM
109
Endurance Wealth Management
Rhode Island
$20.6M +$94K +1,716 +0.5%
SRC
110
Shufro Rose & Co
New York
$20.4M -$3.12M -56,937 -13%
GC
111
Guggenheim Capital
Illinois
$20.3M -$2.43M -44,394 -11%
SW
112
SteelPeak Wealth
California
$20.3M +$6.07M +110,772 +43%
AFS
113
Amtrust Financial Services
New York
$20.2M
SCA
114
Stillwater Capital Advisors
Pennsylvania
$20M +$8.78M +160,226 +78%
TD Asset Management
115
TD Asset Management
Ontario, Canada
$19.9M +$2.98M +54,385 +18%
ST
116
Sabal Trust
Florida
$19.5M +$3.11M +56,734 +19%
SC
117
Scotia Capital
Ontario, Canada
$19.4M +$7.38M +134,733 +61%
HFA
118
High Falls Advisors
New York
$19.3M +$10.3M +187,555 +114%
Northern Trust
119
Northern Trust
Illinois
$18.9M +$30M +547,169 +4%
BIAS
120
Beacon Investment Advisory Services
New Jersey
$18.8M +$319K +5,816 +2%
CTB
121
Country Trust Bank
Illinois
$18.8M +$634K +11,565 +3%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$18.7M +$5.64M +103,016 +43%
CS
123
Comerica Securities
Michigan
$18.6M +$1.12M +20,469 +6%
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$17.6M +$5.07M +92,563 +41%
DCM
125
Dimension Capital Management
Florida
$17.5M -$194K -3,545 -1%

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.