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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
BMD
201
Better Money Decisions
New Mexico
$9.65M +$638K +11,654 +7%
DP
202
DDD Partners
Washington
$9.58M -$492K -8,979 -5%
HPC
203
Hobart Private Capital
North Carolina
$9.37M +$174K +3,178 +2%
IWC
204
Integrated Wealth Concepts
Massachusetts
$9.36M +$143K +2,614 +2%
PMAS
205
PNC Managed Account Solutions
Texas
$9.24M +$9.23M +168,541 New
BCI
206
Brinker Capital Investments
Pennsylvania
$9.2M -$13.6K -248 -0.1%
BCA
207
Bray Capital Advisors
Florida
$9.11M +$1.79M +32,595 +24%
SFG
208
Snider Financial Group
Washington
$9.03M +$9.04M +164,933 New
Neuberger Berman Group
209
Neuberger Berman Group
New York
$9M +$396K +7,228 +5%
FCIM
210
Fairview Capital Investment Management
California
$8.63M -$174K -3,174 -2%
HCM
211
Hollencrest Capital Management
California
$8.63M +$312K +5,692 +4%
HW
212
Hancock Whitney
Mississippi
$8.63M +$6.53M +119,172 +312%
CL
213
CPWM LLC
Washington
$8.44M +$185K +3,381 +2%
PPA
214
Parametric Portfolio Associates
Washington
$8.35M
OC
215
Oppenheimer & Co
New York
$8.28M +$1.13M +20,612 +16%
WF
216
Williams Financial
Vermont
$8.27M +$1.47M +26,749 +22%
IAN
217
Integrated Advisors Network
Texas
$8.12M -$2.1M -38,388 -21%
SAS
218
Stelac Advisory Services
New York
$8.09M -$186K -3,398 -2%
BWM
219
Bulltick Wealth Management
Florida
$8.08M -$406K -7,418 -5%
CPSC
220
Carl P. Sherr & Co
Massachusetts
$8.05M +$2.55M +46,463 +46%
SAS
221
Sage Advisory Services
Texas
$7.97M +$731K +13,337 +10%
AWM
222
Atticus Wealth Management
Florida
$7.94M +$554K +10,116 +8%
AAM
223
Autus Asset Management
Arizona
$7.91M +$446K +8,146 +6%
HIM
224
HawsGoodwin Investment Management
Tennessee
$7.88M -$548K -10,005 -7%
SWM
225
Spire Wealth Management
Virginia
$7.84M +$2.19M +39,894 +39%

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.