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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
IDBONY
176
Israel Discount Bank of New York
New York
$10.6M +$10.6M +194,000 New
AIMU
177
Allianz Investment Management US
Minnesota
$10.6M
KL
178
KWMG LLC
Kansas
$10.6M +$123K +2,239 +1%
BMD
179
Better Money Decisions
New Mexico
$10.6M +$930K +16,982 +10%
BIA
180
Bigelow Investment Advisors
Maine
$10.5M +$812K +14,825 +8%
DP
181
DDD Partners
Washington
$10.4M +$898K +16,400 +9%
IAN
182
Integrated Advisors Network
Texas
$10.3M +$2.21M +40,438 +27%
NFA
183
Nationwide Fund Advisors
Ohio
$10.2M
FCA
184
FLC Capital Advisors
California
$9.98M -$340K -6,216 -3%
HFA
185
High Falls Advisors
New York
$9.97M -$9.33M -170,266 -48%
FA
186
FDx Advisors
Illinois
$9.82M -$16.8K -307 -0.2%
FEG
187
Fund Evaluation Group
Ohio
$9.81M -$89.9K -1,642 -0.9%
Deutsche Bank
188
Deutsche Bank
Germany
$9.58M -$2.01M -36,732 -17%
KC
189
Kingfisher Capital
North Carolina
$9.5M -$259K -4,737 -3%
BCA
190
Bray Capital Advisors
Florida
$9.47M +$392K +7,150 +4%
CWM
191
Concentric Wealth Management
California
$9.29M +$1.81M +32,992 +24%
PFPT
192
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.28M +$2.53M +46,244 +37%
VIA
193
Vickerman Investment Advisors
Washington
$9.28M +$9.3M +169,821 New
BCI
194
Brinker Capital Investments
Pennsylvania
$9.25M +$49.3K +901 +0.5%
HCM
195
Hollencrest Capital Management
California
$8.92M +$320K +5,842 +4%
BFEC
196
Benjamin F. Edwards & Company
Missouri
$8.91M +$6.81M +124,297 +320%
GIA
197
Granite Investment Advisors
New Hampshire
$8.88M +$1.1M +20,082 +14%
Neuberger Berman Group
198
Neuberger Berman Group
New York
$8.82M -$150K -2,741 -2%
IWC
199
Integrated Wealth Concepts
Massachusetts
$8.78M -$555K -10,126 -6%
SW
200
SVB Wealth
Massachusetts
$8.66M +$2.93M +53,580 +51%

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.