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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
WT
176
Whittier Trust
California
$11M -$521K -9,513 -5%
PP
177
PDS Planning
Ohio
$11M +$2.87M +52,360 +35%
GIM
178
Goelzer Investment Management
Indiana
$11M +$2.23M +40,703 +25%
EBSAM
179
Eubel Brady & Suttman Asset Management
Ohio
$11M -$11M -200,604 -50%
CISOA
180
Capital Investment Services of America
Wisconsin
$11M -$31.5K -575 -0.3%
SCA
181
Snowden Capital Advisors
New York
$10.8M +$2.52M +45,964 +31%
OAM
182
Oppenheimer Asset Management
New York
$10.6M +$46.6K +851 +0.4%
PAG
183
Private Advisor Group
New Jersey
$10.6M +$2.45M +44,646 +30%
SPIA
184
Steward Partners Investment Advisory
New York
$10.6M +$468K +8,547 +5%
AIMU
185
Allianz Investment Management US
Minnesota
$10.6M
TCWA
186
Ten Capital Wealth Advisors
Washington
$10.5M +$3.23M +59,014 +44%
KL
187
KWMG LLC
Kansas
$10.5M +$242K +4,412 +2%
CFMC
188
Curbstone Financial Management Corp
New Hampshire
$10.4M +$835K +15,250 +9%
FCA
189
FLC Capital Advisors
California
$10.4M +$2M +36,525 +24%
CTC
190
Central Trust Company
Missouri
$10.3M -$5.12M -93,432 -33%
NFA
191
Nationwide Fund Advisors
Ohio
$10.2M
CS
192
Credit Suisse
Switzerland
$10M
FEG
193
Fund Evaluation Group
Ohio
$9.93M +$641K +11,695 +7%
NA
194
NextCapital Advisers
Illinois
$9.91M +$472K +8,607 +5%
FA
195
FDx Advisors
Illinois
$9.86M -$784K -14,314 -7%
Franklin Resources
196
Franklin Resources
California
$9.86M +$548 +10 +0%
KC
197
Kingfisher Capital
North Carolina
$9.79M +$996K +18,180 +11%
SFO
198
Stokes Family Office
Louisiana
$9.74M +$4.82M +87,921 +98%
Prudential Financial
199
Prudential Financial
New Jersey
$9.71M -$1.52M -27,717 -14%
BIA
200
Bigelow Investment Advisors
Maine
$9.69M

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.