We are live on ! Find out more
IGSB icon

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
GG
101
Greenwood Gearhart
Arkansas
$21.9M -$144K -2,631 -0.7%
LFS
102
Lutz Financial Services
Nebraska
$21.5M +$133K +2,428 +0.6%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$21.4M -$2.03M -37,131 -9%
SCA
104
Stillwater Capital Advisors
Pennsylvania
$21.3M +$1.36M +24,911 +7%
TD Asset Management
105
TD Asset Management
Ontario, Canada
$21.3M +$1.5M +27,350 +8%
COCM
106
Charter Oak Capital Management
New Hampshire
$20.9M +$3.86M +70,497 +23%
CI
107
Conning Inc
Connecticut
$20.9M +$5.99M +109,280 +40%
EWM
108
Endurance Wealth Management
Rhode Island
$20.6M +$110K +2,003 +0.5%
AFS
109
Amtrust Financial Services
New York
$20.1M
ST
110
Sabal Trust
Florida
$20M +$553K +10,100 +3%
BRWA
111
B. Riley Wealth Advisors
Florida
$19.9M -$3.19M -58,319 -14%
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$19.9M +$2.45M +44,680 +14%
SRC
113
Shufro Rose & Co
New York
$19.9M -$378K -6,905 -2%
AWM
114
AE Wealth Management
Kansas
$19.7M -$2.48M -45,296 -11%
DCM
115
Dimension Capital Management
Florida
$19.6M +$2.2M +40,166 +13%
SC
116
Scotia Capital
Ontario, Canada
$19.5M +$126K +2,309 +0.7%
CFGS
117
Concourse Financial Group Securities
Alabama
$19M -$6.3M -115,045 -25%
RWM
118
Ritholtz Wealth Management
New York
$18.3M +$1.3M +23,719 +8%
UB
119
UMB Bank
Missouri
$18.2M +$847K +15,457 +5%
MCAI
120
Members Capital Advisors Inc
Wisconsin
$18M +$18.1M +329,670 New
RJT
121
Raymond James Trust
Florida
$17.8M +$1.35M +24,605 +8%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$17.2M -$1.49M -27,280 -8%
BCWM
123
Bartlett & Co Wealth Management
Ohio
$17.2M +$1.39M +25,315 +9%
BC
124
Bartlett & Co
Ohio
$17.2M +$1.39M +25,315 +9%
GC
125
Guggenheim Capital
Illinois
$16.9M -$3.36M -61,394 -17%

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.