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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
FCIM
201
Fairview Capital Investment Management
California
$8.66M +$55.6K +1,016 +0.6%
Betterment LLC
202
Betterment LLC
New York
$8.48M +$825K +15,064 +11%
CMP
203
Courage Miller Partners
Virginia
$8.41M +$4.02M +73,334 +91%
CL
204
CPWM LLC
Washington
$8.32M -$91.5K -1,670 -1%
OC
205
Oppenheimer & Co
New York
$8.3M +$46.1K +842 +0.6%
HPC
206
Hobart Private Capital
North Carolina
$8.26M -$1.08M -19,791 -12%
CTC
207
Central Trust Company
Missouri
$8.23M -$2.08M -37,956 -20%
SC
208
SouthState Corp
Florida
$8.18M +$509K +9,290 +7%
B
209
Bailard
California
$8.16M +$7.03M +128,315 +612%
Mirae Asset Global Investments
210
Mirae Asset Global Investments
South Korea
$8.09M +$4.49M +82,000 +124%
CPSC
211
Carl P. Sherr & Co
Massachusetts
$8.07M +$37.7K +688 +0.5%
BWM
212
Bulltick Wealth Management
Florida
$8.03M -$30K -547 -0.4%
AAM
213
Autus Asset Management
Arizona
$8M +$109K +1,991 +1%
EH
214
Equitable Holdings
New York
$7.94M +$342K +6,240 +4%
PFM
215
Peak Financial Management
Massachusetts
$7.93M +$247K +4,512 +3%
SAS
216
Sage Advisory Services
Texas
$7.91M -$44.3K -808 -0.6%
Northern Trust
217
Northern Trust
Illinois
$7.84M +$49.6M +904,705 +7%
SFO
218
Stokes Family Office
Louisiana
$7.82M -$1.89M -34,580 -19%
PCM
219
Pointe Capital Management
Michigan
$7.82M +$353K +6,453 +5%
SPIA
220
Steward Partners Investment Advisory
New York
$7.79M -$2.79M -50,964 -26%
SHJ
221
Sharkey, Howes & Javer
Colorado
$7.77M -$8.22M -150,086 -51%
HIM
222
HawsGoodwin Investment Management
Tennessee
$7.75M -$108K -1,981 -1%
CPIG
223
Chicago Partners Investment Group
Illinois
$7.72M +$1.53M +27,919 +24%
BWP
224
Bernardo Wealth Planning
Pennsylvania
$7.67M +$123K +2,245 +2%
TIAM2
225
Tru Independence Asset Management 2
Oregon
$7.67M +$793K +14,487 +12%

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.