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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
AA
251
Apriem Advisors
California
$1.1M +$22.5K +372 +2%
BA
252
Bellwether Advisors
Nebraska
$1.1M +$1.81K +30 +0.2%
ACS
253
Archford Capital Strategies
Illinois
$1.06M +$44.2K +731 +4%
AAM
254
Autus Asset Management
Arizona
$1.06M
SWM
255
Spire Wealth Management
Virginia
$1.05M +$1.08M +17,776 New
LWM
256
Loveless Wealth Management
Montana
$1.05M +$121 +2 +0%
State Street
257
State Street
Massachusetts
$1.05M +$13.6K +224 +1%
FFS
258
Founders Financial Securities
Maryland
$1.04M +$164K +2,719 +18%
BHWM
259
Bar Harbor Wealth Management
New Hampshire
$1.03M
AFP
260
Ausdal Financial Partners
Iowa
$1.02M -$274K -4,524 -21%
WP
261
WealthSource Partners
California
$1M +$687K +11,360 +203%
FA
262
FC Advisory
Pennsylvania
$993K +$26.4K +437 +3%
CWA
263
Centennial Wealth Advisory
Michigan
$958K -$135K -2,239 -12%
SIC
264
Shoker Investment Counsel
Ohio
$944K -$32.8K -542 -3%
LNC
265
Lincoln National Corp
Pennsylvania
$916K +$346K +5,720 +59%
BJL
266
Brighton Jones LLC
Washington
$913K -$57.2K -946 -6%
HIM
267
HawsGoodwin Investment Management
Tennessee
$908K -$786 -13 -0.1%
VC
268
Vicus Capital
Pennsylvania
$908K +$403K +6,669 +77%
AR
269
Advisory Research
Illinois
$904K -$416K -6,870 -31%
CAN
270
Cetera Advisor Networks
California
$902K +$7.56K +125 +0.8%
RIG
271
Roosevelt Investment Group
New York
$902K +$921K +15,230 New
AAS
272
Avantax Advisory Services
Texas
$898K +$914K +15,113 New
LF
273
Lee Financial
Texas
$879K
AWE
274
Avidian Wealth Enterprises
Texas
$867K
ECA
275
Elevated Capital Advisors
Utah
$858K -$10.1K -167 -1%

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.