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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
VCM
151
Vision Capital Management
Oregon
$13.3M +$13.3M +243,652 New
OAM
152
Oppenheimer Asset Management
New York
$13.1M +$2.49M +45,372 +23%
NAM
153
NTV Asset Management
West Virginia
$12.7M +$40.4K +738 +0.3%
FFG
154
Fullen Financial Group
Ohio
$12.7M +$275K +5,013 +2%
CS
155
Credit Suisse
Switzerland
$12.6M +$2.62M +47,803 +26%
APA
156
American Portfolios Advisors
New York
$12.5M +$502K +9,174 +4%
SFG
157
StrategIQ Financial Group
Indiana
$12.4M +$422K +7,711 +4%
PP
158
PDS Planning
Ohio
$12.3M +$1.31M +23,993 +12%
EBSAM
159
Eubel Brady & Suttman Asset Management
Ohio
$12.3M +$1.34M +24,428 +12%
PPW
160
Parcion Private Wealth
Washington
$12.1M -$502K -9,161 -4%
DAM
161
Delta Asset Management
Tennessee
$12.1M +$178K +3,254 +1%
SAM
162
SP Asset Management
California
$11.8M -$3.07M -56,048 -21%
BFG
163
Beacon Financial Group
Texas
$11.7M -$155K -2,834 -1%
Franklin Resources
164
Franklin Resources
California
$11.6M +$1.74M +31,800 +18%
BCM
165
Brookstone Capital Management
Illinois
$11.2M -$4.11M -75,109 -27%
CFMC
166
Curbstone Financial Management Corp
New Hampshire
$11.1M +$778K +14,200 +8%
NL
167
NEPC LLC
Massachusetts
$11.1M
KCM
168
KLK Capital Management
California
$11M -$304K -5,550 -3%
VHAM
169
Van Hulzen Asset Management
California
$11M -$121K -2,211 -1%
SW
170
SteelPeak Wealth
California
$10.9M -$9.31M -169,936 -46%
CISOA
171
Capital Investment Services of America
Wisconsin
$10.9M
WT
172
Whittier Trust
California
$10.9M -$91.8K -1,676 -0.8%
SSWG
173
Seven Springs Wealth Group
Tennessee
$10.8M -$10.5M -191,312 -49%
Citigroup
174
Citigroup
New York
$10.8M -$3.77M -68,841 -26%
GIM
175
Goelzer Investment Management
Indiana
$10.8M -$178K -3,246 -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.