We are live on ! Find out more
IGSB icon

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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.97B +$189M +3,451,481 +11%
Charles Schwab
2
Charles Schwab
California
$1.17B +$596M +10,878,831 +103%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.09B +$6.01M +109,674 +0.6%
BlackRock
4
BlackRock
New York
$839M -$163M -2,977,437 -16%
Morgan Stanley
5
Morgan Stanley
New York
$781M +$65.6M +1,197,893 +9%
MMI
6
Matson Money Inc
Ohio
$660M +$22.2M +405,829 +3%
Members Trust
7
Members Trust
Florida
$531M +$49.7M +907,225 +10%
FRBONY
8
Federal Reserve Bank of New York
New York
$506M -$176M -3,212,646 -26%
MYLI
9
Meiji Yasuda Life Insurance
Japan
$502M
Bank of America
10
Bank of America
North Carolina
$488M -$26.5M -484,335 -5%
AC
11
Allstate Corporation
Illinois
$462M +$68.6M +1,252,565 +17%
LPL Financial
12
LPL Financial
California
$444M +$18.9M +344,088 +4%
B
13
Barings
North Carolina
$410M +$300M +5,467,000 +271%
Ameriprise
14
Ameriprise
Minnesota
$399M +$41.7M +761,653 +12%
Goldman Sachs
15
Goldman Sachs
New York
$398M +$20M +365,093 +5%
UBS Group
16
UBS Group
Switzerland
$373M +$7.66M +139,887 +2%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$292M +$16M +292,927 +6%
Wells Fargo
18
Wells Fargo
California
$284M -$10.5M -191,527 -4%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$257M
Osaic Holdings
20
Osaic Holdings
Arizona
$226M +$8.79M +160,462 +4%
HCC
21
Hirtle Callaghan & Co
Pennsylvania
$198M
ACG
22
Arch Capital Group
Bermuda
$194M -$31.5M -575,040 -14%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$190M +$7.54M +137,564 +4%
Jane Street
24
Jane Street
New York
$184M +$183M +3,338,974 +19,902%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$177M -$11.8M -215,654 -6%

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.