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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
TSA
126
Tri-Star Advisors
Texas
$17.5M +$1.42M +25,992 +9%
UB
127
UMB Bank
Missouri
$17.4M +$504K +9,206 +3%
ZIG
128
Zurich Insurance Group
Switzerland
$17.3M +$17.3M +315,118 New
COCM
129
Charter Oak Capital Management
New Hampshire
$17.1M +$5.37M +97,932 +46%
PCIA
130
Prime Capital Investment Advisors
Kansas
$17.1M +$530K +9,673 +3%
RWM
131
Ritholtz Wealth Management
New York
$17M +$4.64M +84,695 +38%
NAG
132
Northstar Advisory Group
New Jersey
$16.9M +$3.32M +60,596 +25%
KFS
133
Kelly Financial Services
Massachusetts
$16.7M +$49.2M +897,220 +5,329%
RJT
134
Raymond James Trust
Florida
$16.5M +$1.91M +34,933 +13%
AC
135
Alley Company
Illinois
$16.4M +$1.03M +18,831 +7%
DIP
136
DT Investment Partners
Pennsylvania
$16.3M +$178K +3,246 +1%
SHJ
137
Sharkey, Howes & Javer
Colorado
$16M +$2.47M +45,077 +18%
BC
138
Bartlett & Co
Ohio
$15.8M +$2.06M +37,552 +15%
BCWM
139
Bartlett & Co Wealth Management
Ohio
$15.8M +$2.06M +37,552 +15%
WF
140
Welch & Forbes
Massachusetts
$15.6M +$109K +1,996 +0.7%
GGS
141
Galvin Gaustad & Stein
Arizona
$15.5M +$34K +621 +0.2%
BCM
142
Brookstone Capital Management
Illinois
$15.3M +$225K +4,101 +1%
Mitsubishi UFJ Trust & Banking
143
Mitsubishi UFJ Trust & Banking
Japan
$15.3M +$5M +91,250 +49%
CCG
144
Cypress Capital Group
Florida
$15.2M -$2.43M -44,319 -14%
CI
145
Conning Inc
Connecticut
$15M +$15M +273,800 New
SAM
146
SP Asset Management
California
$15M +$3.48M +63,453 +30%
MWM
147
Mascoma Wealth Management
New Hampshire
$14.9M +$1.63M +29,765 +12%
TC
148
Telemus Capital
Michigan
$14.9M +$449K +8,195 +3%
WPC
149
White Pine Capital
Minnesota
$14.7M +$82.1K +1,498 +0.6%
Nomura Asset Management
150
Nomura Asset Management
Japan
$14.7M

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.