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iShares 5-10 Year Investment Grade Corporate Bond ETF

532 hedge funds and large institutions have $8.77B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 186 increasing their positions, 185 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $8.7B → $8.77B (+$79.6M)

0.64% more ownership

Funds ownership: 82.59%83.24% (+0.64%)

1% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 185

9% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 55

2% less funds holding

Funds holding: 543532 (-11)

8% less funds holding in top 10

Funds holding in top 10: 5248 (-4)

Holders
532
Holders Change
-11
Holders Change %
-2.03%
% of All Funds
9.34%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
0.84%
New
50
Increased
186
Reduced
185
Closed
55
Calls
$158M
Puts
Net Calls
+$158M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Probity Advisors
Texas
$1.4M +$1.43M +23,561 New
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$1.38M -$128K -2,108 -8%
FFWM
228
Future Financial Wealth Management
Ohio
$1.38M -$24.7K -409 -2%
RFN
229
RDA Financial Network
Iowa
$1.35M +$140K +2,310 +11%
GWM
230
GSB Wealth Management
Connecticut
$1.35M +$1.38M +22,841 New
CPO
231
Cerity Partners OCIO
New York
$1.34M -$29K -479 -2%
GDP
232
Great Diamond Partners
Maine
$1.34M -$2.79M -46,168 -67%
MM
233
Meridian Management
Arkansas
$1.32M +$14.9K +247 +1%
IP
234
Investment Partners
Ohio
$1.31M +$484 +8 +0%
PAMU
235
Pictet Asset Management (UK)
United Kingdom
$1.26M -$155M -2,561,765 -99%
BTWM
236
Baker Tilly Wealth Management
Wisconsin
$1.26M -$3.63K -60 -0.3%
PIMG
237
Patriot Investment Management Group
Tennessee
$1.25M +$1.28M +21,163 New
GL
238
Graypoint LLC
New York
$1.25M +$255K +4,220 +25%
SFP
239
Shepherd Financial Partners
Massachusetts
$1.23M -$225K -3,726 -15%
DP
240
Dearborn Partners
Illinois
$1.23M +$32.8K +543 +3%
HPC
241
HM Payson & Co
Maine
$1.23M -$1.48M -24,438 -54%
UFA
242
US Financial Advisors
Massachusetts
$1.22M -$4.54K -75 -0.4%
JWCA
243
J.W. Cole Advisors
Florida
$1.21M -$110K -1,815 -8%
AFS
244
Annapolis Financial Services
Maryland
$1.19M -$59.4K -982 -5%
RIA
245
Realta Investment Advisors
Delaware
$1.17M +$159K +2,630 +15%
SAS
246
Sanford Advisory Services
Michigan
$1.13M -$55.5K -918 -5%
CAM
247
Caprin Asset Management
Virginia
$1.13M +$610K +10,078 +113%
ATC
248
Argent Trust Co
Tennessee
$1.12M +$191K +3,162 +20%
SCA
249
Snowden Capital Advisors
New York
$1.11M -$120K -1,988 -10%
SFG
250
StrategIQ Financial Group
Indiana
$1.1M -$53.7K -887 -5%

IGIB Hedge Fund Activity: Q1 2021 in Review

532 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2021, worth a combined $8.77B — up 0.92% from $8.7B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of IGIB and 50 opened new positions — a net loss of 5 holders — while 185 trimmed existing stakes and 186 added.

The largest buyer was Financial Engines Advisors, adding an estimated $416M. The largest seller was Pictet Asset Management (UK), cutting an estimated $155M.

  • 532 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2021, down from 543 in Q4 2020.
  • Funds reported $8.77B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2021, up 0.92% quarter-over-quarter.
  • 50 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2021 and 55 closed out, a net change of -5 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2021 was Financial Engines Advisors, an estimated $416M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2021 was Pictet Asset Management (UK), an estimated $155M sold.

Based on aggregated 13F filings for Q1 2021.