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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
Citigroup
151
Citigroup
New York
$14.6M -$5.24M -95,688 -26%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$14.4M +$8.37M +152,836 +138%
WW
153
Westshore Wealth
California
$13.6M -$297K -5,419 -2%
EWA
154
EP Wealth Advisors
California
$13.6M +$511K +9,325 +4%
SWP
155
Summit Wealth Partners
Florida
$13.4M +$677K +12,363 +5%
WP
156
WealthShield Partners
North Carolina
$13.3M +$3.79M +69,122 +40%
PFG
157
PAX Financial Group
Texas
$13.1M +$1.16M +21,086 +10%
LWA
158
Lineweaver Wealth Advisors
Ohio
$12.9M +$7.21M +131,571 +126%
NAM
159
NTV Asset Management
West Virginia
$12.7M +$18K +329 +0.1%
PPW
160
Parcion Private Wealth
Washington
$12.7M +$428K +7,806 +3%
FFG
161
Fullen Financial Group
Ohio
$12.6M +$409K +7,471 +3%
DWM
162
Darwin Wealth Management
Florida
$12.6M +$3.37M +61,531 +37%
MWA
163
MFA Wealth Advisors
Pennsylvania
$12.5M +$12.5M +228,032 New
BFG
164
Beacon Financial Group
Texas
$12.1M -$498K -9,081 -4%
SFG
165
StrategIQ Financial Group
Indiana
$12.1M +$168K +3,075 +1%
APA
166
American Portfolios Advisors
New York
$12M +$1.81M +33,057 +18%
MGIA
167
Matthew Goff Investment Advisor
Texas
$12M -$1.2M -21,980 -9%
DAM
168
Delta Asset Management
Tennessee
$11.9M +$241K +4,397 +2%
GC
169
Gilbert & Cook
Iowa
$11.9M -$683K -12,465 -5%
CIP
170
Capital Insight Partners
Arizona
$11.8M +$1.41M +25,756 +14%
Deutsche Bank
171
Deutsche Bank
Germany
$11.6M +$1.63M +29,732 +16%
KCM
172
KLK Capital Management
California
$11.3M +$11.3M +207,080 New
VHAM
173
Van Hulzen Asset Management
California
$11.1M -$990K -18,079 -8%
NL
174
NEPC LLC
Massachusetts
$11.1M +$11.1M +203,078 New
AW
175
ACG Wealth
Georgia
$11.1M -$6.21M -113,275 -36%

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.