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iShares 5-10 Year Investment Grade Corporate Bond ETF

530 hedge funds and large institutions have $9.04B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 205 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 176

5% less capital invested

Capital invested by funds: $9.48B → $9.04B (-$444M)

3% less funds holding

Funds holding: 544530 (-14)

4.24% less ownership

Funds ownership: 83.93%79.69% (-4.2%)

5% less funds holding in top 10

Funds holding in top 10: 4442 (-2)

11% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 45

Holders
530
Holders Change
-14
Holders Change %
-2.57%
% of All Funds
9.28%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.74%
New
40
Increased
205
Reduced
176
Closed
45
Calls
$142M
Puts
Net Calls
+$142M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
251
Autus Asset Management
Arizona
$1.03M -$43.9K -723 -4%
Comerica Bank
252
Comerica Bank
Texas
$1.02M -$443K -7,293 -30%
AFP
253
Ausdal Financial Partners
Iowa
$984K -$65.9K -1,085 -6%
SMG
254
Spectrum Management Group
Indiana
$954K -$44K -724 -4%
SIC
255
Shoker Investment Counsel
Ohio
$951K +$17.9K +295 +2%
BHWM
256
Bar Harbor Wealth Management
New Hampshire
$935K -$107K -1,760 -10%
IAN
257
Integrated Advisors Network
Texas
$932K +$942K +15,516 New
EPP
258
ETF Portfolio Partners
Kansas
$929K -$9.51M -156,608 -91%
AR
259
Advisory Research
Illinois
$917K
HIM
260
HawsGoodwin Investment Management
Tennessee
$899K -$21.3K -350 -2%
BJL
261
Brighton Jones LLC
Washington
$896K +$5.59K +92 +0.6%
KA
262
Kovack Advisors
Florida
$887K +$6.62K +109 +0.7%
AIC
263
Ameritas Investment Company
Nebraska
$887K +$406K +6,692 +83%
TFS
264
TrustCore Financial Services
Tennessee
$880K +$12.5K +205 +1%
OWP
265
Obermeyer Wealth Partners
Colorado
$865K
Bank Julius Baer & Co
266
Bank Julius Baer & Co
Switzerland
$863K +$110K +1,803 +14%
TPCW
267
TD Private Client Wealth
New York
$856K +$54.4K +895 +7%
BEI
268
Benjamin Edwards Inc
Missouri
$836K -$14.5K -238 -2%
APSP
269
Asset Planning Services (Pennsylvania)
Pennsylvania
$834K +$3.22K +53 +0.4%
HNB
270
Huntington National Bank
Ohio
$807K
CC
271
Courier Capital
New York
$800K
FAIM
272
Financial Advocates Investment Management
Washington
$778K +$233K +3,833 +42%
DIA
273
Dana Investment Advisors
Wisconsin
$777K +$7.65K +126 +1%
PCA
274
Peddock Capital Advisors
Massachusetts
$769K +$146K +2,405 +23%
RCIM
275
Red Cedar Investment Management
Michigan
$761K

IGIB Hedge Fund Activity: Q3 2021 in Review

530 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2021, worth a combined $9.04B — down 4.7% from $9.48B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of IGIB and 40 opened new positions — a net loss of 5 holders — while 176 trimmed existing stakes and 205 added.

The largest buyer was Meiji Yasuda Life Insurance, adding an estimated $228M. The largest seller was BlackRock, cutting an estimated $392M.

  • 530 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2021, down from 544 in Q2 2021.
  • Funds reported $9.04B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2021, down 4.7% quarter-over-quarter.
  • 40 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2021 and 45 closed out, a net change of -5 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2021 was Meiji Yasuda Life Insurance, an estimated $228M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2021 was BlackRock, an estimated $392M sold.

Based on aggregated 13F filings for Q3 2021.