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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
DIP
126
DT Investment Partners
Pennsylvania
$16.7M +$431K +7,868 +3%
Nomura Asset Management
127
Nomura Asset Management
Japan
$16.7M +$2.07M +37,800 +14%
AC
128
Alley Company
Illinois
$16.4M +$47.6K +870 +0.3%
WF
129
Welch & Forbes
Massachusetts
$16.4M +$863K +15,766 +6%
PCIA
130
Prime Capital Investment Advisors
Kansas
$15.7M -$1.31M -23,872 -8%
GGS
131
Galvin Gaustad & Stein
Arizona
$15.3M -$164K -2,993 -1%
CS
132
Comerica Securities
Michigan
$15.3M -$3.23M -59,005 -17%
CCG
133
Cypress Capital Group
Florida
$15.2M +$6.85K +125 +0%
TC
134
Telemus Capital
Michigan
$15.2M +$309K +5,637 +2%
MWM
135
Mascoma Wealth Management
New Hampshire
$15.1M +$174K +3,181 +1%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$15M +$573K +10,455 +4%
5L
137
55I LLC
Massachusetts
$14.9M -$15.6M -284,600 -51%
WPC
138
White Pine Capital
Minnesota
$14.5M -$177K -3,234 -1%
SWP
139
Summit Wealth Partners
Florida
$14.3M +$1M +18,288 +8%
KAS
140
Kestra Advisory Services
Texas
$14.3M -$18.6M -339,875 -57%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$14.3M -$6.96M -127,117 -33%
MWA
142
MFA Wealth Advisors
Pennsylvania
$14M +$1.52M +27,758 +12%
EWA
143
EP Wealth Advisors
California
$13.8M +$254K +4,643 +2%
LWA
144
Lineweaver Wealth Advisors
Ohio
$13.8M +$932K +17,011 +7%
PAG
145
Private Advisor Group
New Jersey
$13.6M +$3.04M +55,466 +29%
CIP
146
Capital Insight Partners
Arizona
$13.5M +$1.73M +31,591 +15%
PPA
147
Parametric Portfolio Associates
Washington
$13.5M +$5.15M +94,120 +62%
TSA
148
Tri-Star Advisors
Texas
$13.4M -$3.95M -72,082 -23%
DWM
149
Darwin Wealth Management
Florida
$13.4M +$866K +15,820 +7%
WW
150
Westshore Wealth
California
$13.3M -$266K -4,857 -2%

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.