We are live on ! Find out more
IGIB icon

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
SWP
251
Stratos Wealth Partners
Ohio
$1.18M -$814K -13,603 -41%
SAS
252
Sanford Advisory Services
Michigan
$1.15M
ATC
253
Argent Trust Co
Tennessee
$1.14M
AA
254
Apriem Advisors
California
$1.12M -$3.89K -65 -0.3%
LG
255
LaFleur & Godfrey
Michigan
$1.12M -$1.15M -19,165 -51%
BA
256
Bellwether Advisors
Nebraska
$1.12M -$2.99K -50 -0.3%
State Street
257
State Street
Massachusetts
$1.11M +$38K +635 +4%
SFG
258
StrategIQ Financial Group
Indiana
$1.11M -$19.6K -327 -2%
AAM
259
Autus Asset Management
Arizona
$1.08M -$898 -15 -0.1%
FA
260
FC Advisory
Pennsylvania
$1.08M +$64.4K +1,076 +6%
LWM
261
Loveless Wealth Management
Montana
$1.07M +$180 +3 +0%
ACS
262
Archford Capital Strategies
Illinois
$1.07M -$4.01K -67 -0.4%
CAN
263
Cetera Advisor Networks
California
$1.06M +$139K +2,319 +15%
FFS
264
Founders Financial Securities
Maryland
$1.06M -$1.92K -32 -0.2%
AFP
265
Ausdal Financial Partners
Iowa
$1.06M +$10.1K +169 +1%
BHWM
266
Bar Harbor Wealth Management
New Hampshire
$1.05M -$3.17K -53 -0.3%
CS
267
Credit Suisse
Switzerland
$1.02M +$794K +13,269 +375%
SMG
268
Spectrum Management Group
Indiana
$1M +$994K +16,601 New
LNC
269
Lincoln National Corp
Pennsylvania
$1M +$63.4K +1,059 +7%
Fisher Asset Management
270
Fisher Asset Management
Washington
$957K +$249K +4,156 +36%
PA
271
PFG Advisors
Arizona
$946K -$1.67M -27,897 -64%
SIC
272
Shoker Investment Counsel
Ohio
$940K -$24K -401 -3%
HIM
273
HawsGoodwin Investment Management
Tennessee
$927K
AR
274
Advisory Research
Illinois
$924K
BJL
275
Brighton Jones LLC
Washington
$897K -$34.9K -583 -4%

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.