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iShares 5-10 Year Investment Grade Corporate Bond ETF

544 hedge funds and large institutions have $9.48B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 176 increasing their positions, 204 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

8% more capital invested

Capital invested by funds: $8.77B → $9.48B (+$707M)

2% more funds holding

Funds holding: 532544 (+12)

0.7% more ownership

Funds ownership: 83.24%83.93% (+0.7%)

8% less funds holding in top 10

Funds holding in top 10: 4844 (-4)

14% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 204

Holders
544
Holders Change
+12
Holders Change %
+2.26%
% of All Funds
9.47%
Holding in Top 10
44
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.33%
% of All Funds
0.77%
New
52
Increased
176
Reduced
204
Closed
36
Calls
$163M
Puts
Net Calls
+$163M
Net Calls Change
+$5.39M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
GSB Wealth Management
Connecticut
$1.43M +$47.3K +790 +3%
EIG
227
Ellenbecker Investment Group
Wisconsin
$1.43M -$853K -14,255 -38%
SCA
228
Snowden Capital Advisors
New York
$1.42M +$288K +4,804 +26%
PA
229
Probity Advisors
Texas
$1.42M -$3.65K -61 -0.3%
RFN
230
RDA Financial Network
Iowa
$1.42M +$32.3K +539 +2%
VC
231
Vicus Capital
Pennsylvania
$1.4M +$466K +7,777 +51%
CAM
232
Caprin Asset Management
Virginia
$1.4M +$244K +4,074 +21%
Luther King Capital Management (LKCM)
233
Luther King Capital Management (LKCM)
Texas
$1.38M
PCG
234
Private Capital Group
Connecticut
$1.37M -$120K -2,004 -8%
CPO
235
Cerity Partners OCIO
New York
$1.37M +$1.98K +33 +0.1%
BFG
236
Barber Financial Group
Kansas
$1.35M -$601K -10,047 -31%
MM
237
Meridian Management
Arkansas
$1.35M +$6.94K +116 +0.5%
SFS
238
Sowell Financial Services
Arkansas
$1.35M -$397K -6,628 -23%
1IA
239
1834 Investment Advisors
Wisconsin
$1.34M -$244K -4,076 -16%
DP
240
Dearborn Partners
Illinois
$1.29M +$28.6K +477 +2%
PAMU
241
Pictet Asset Management (UK)
United Kingdom
$1.29M
BTWM
242
Baker Tilly Wealth Management
Wisconsin
$1.28M
GL
243
Graypoint LLC
New York
$1.28M +$5.69K +95 +0.5%
PIMG
244
Patriot Investment Management Group
Tennessee
$1.27M -$6.05K -101 -0.5%
HPC
245
HM Payson & Co
Maine
$1.23M -$25.1K -420 -2%
IWC
246
Integrated Wealth Concepts
Massachusetts
$1.23M +$530K +8,852 +78%
AFS
247
Annapolis Financial Services
Maryland
$1.21M
JWCA
248
J.W. Cole Advisors
Florida
$1.21M -$29.8K -498 -2%
RIA
249
Realta Investment Advisors
Delaware
$1.2M -$539 -9 -0%
SWM
250
Spire Wealth Management
Virginia
$1.18M +$103K +1,727 +10%

IGIB Hedge Fund Activity: Q2 2021 in Review

544 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2021, worth a combined $9.48B — up 8.1% from $8.77B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IGIB positions and 36 closed out — a net gain of 16 holders — while 176 added to existing stakes and 204 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $247M. The largest seller was Wells Fargo, cutting an estimated $107M.

  • 544 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2021, up from 532 in Q1 2021.
  • Funds reported $9.48B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2021, up 8.1% quarter-over-quarter.
  • 52 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2021 and 36 closed out, a net change of +16 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2021 was AssetMark Inc, an estimated $247M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2021 was Wells Fargo, an estimated $107M sold.

Based on aggregated 13F filings for Q2 2021.