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iShares 1-5 Year Investment Grade Corporate Bond ETF

895 hedge funds and large institutions have $18.2B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 414 increasing their positions, 264 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 414 | Existing positions reduced: 264

21% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 67

9% more capital invested

Capital invested by funds: $16.6B → $18.2B (+$1.56B)

1.39% more ownership

Funds ownership: 77.15%78.53% (+1.4%)

1% more funds holding

Funds holding: 889895 (+6)

4% less funds holding in top 10

Funds holding in top 10: 115110 (-5)

Holders
895
Holders Change
+6
Holders Change %
+0.67%
% of All Funds
15.72%
Holding in Top 10
110
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.35%
% of All Funds
1.93%
New
81
Increased
414
Reduced
264
Closed
67
Calls
$541K
Puts
Net Calls
+$541K
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.78B +$514M +9,361,993 +40%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.08B +$108M +1,968,652 +11%
BlackRock
3
BlackRock
New York
$1,000M -$49.4M -899,408 -5%
Morgan Stanley
4
Morgan Stanley
New York
$714M +$81.2M +1,479,102 +13%
FRBONY
5
Federal Reserve Bank of New York
New York
$681M
MMI
6
Matson Money Inc
Ohio
$636M +$78.5M +1,429,340 +14%
Charles Schwab
7
Charles Schwab
California
$576M +$142M +2,579,329 +32%
Bank of America
8
Bank of America
North Carolina
$514M +$8.24M +150,050 +2%
MYLI
9
Meiji Yasuda Life Insurance
Japan
$501M +$95.8M +1,744,000 +24%
Members Trust
10
Members Trust
Florida
$480M +$45M +819,139 +10%
LPL Financial
11
LPL Financial
California
$424M +$102M +1,858,557 +32%
AC
12
Allstate Corporation
Illinois
$393M +$122M +2,221,795 +45%
Goldman Sachs
13
Goldman Sachs
New York
$377M +$194M +3,523,825 +105%
UBS Group
14
UBS Group
Switzerland
$365M -$15.2M -276,140 -4%
Ameriprise
15
Ameriprise
Minnesota
$354M +$3.65M +66,511 +1%
Wells Fargo
16
Wells Fargo
California
$294M +$16M +292,259 +6%
AssetMark Inc
17
AssetMark Inc
California
$288M +$17.6M +320,143 +6%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$276M +$19.5M +355,992 +8%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$257M
ACG
20
Arch Capital Group
Bermuda
$225M -$22.3M -406,838 -9%
Osaic Holdings
21
Osaic Holdings
Arizona
$217M +$52.3M +952,287 +32%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$188M +$44.9M +817,780 +31%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$182M -$3.27M -59,605 -2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$147M +$35.5M +646,081 +32%
HCC
25
Hirtle Callaghan & Co
Pennsylvania
$144M

IGSB Hedge Fund Activity: Q1 2021 in Review

895 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q1 2021, worth a combined $18.2B — up 9.4% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IGSB positions and 67 closed out — a net gain of 14 holders — while 414 added to existing stakes and 264 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $514M. The largest seller was EP Wealth Advisors, cutting an estimated $290M.

  • 895 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q1 2021, up from 889 in Q4 2020.
  • Funds reported $18.2B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q1 2021, up 9.4% quarter-over-quarter.
  • 81 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q1 2021 and 67 closed out, a net change of +14 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $514M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q1 2021 was EP Wealth Advisors, an estimated $290M sold.

Based on aggregated 13F filings for Q1 2021.