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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
OWP
276
Obermeyer Wealth Partners
Colorado
$853K
BEI
277
Benjamin Edwards Inc
Missouri
$847K -$42.2K -697 -5%
KA
278
Kovack Advisors
Florida
$847K +$9.44K +156 +1%
APSP
279
Asset Planning Services (Pennsylvania)
Pennsylvania
$843K -$12.8K -212 -1%
TC
280
Trilogy Capital
California
$818K +$1.21K +20 +0.1%
GVAG
281
Great Valley Advisor Group
Delaware
$810K +$165K +2,730 +25%
AIC
282
Ameritas Investment Company
Nebraska
$795K +$345K +5,710 +74%
AF
283
Allworth Financial
California
$791K -$665 -11 -0.1%
RCIM
284
Red Cedar Investment Management
Michigan
$751K
FHA
285
First Horizon Advisors
Tennessee
$751K +$135K +2,227 +21%
RFO
286
RiverGlades Family Offices
Florida
$748K -$23.3K -385 -3%
FAIM
287
Financial Advocates Investment Management
Washington
$715K -$1.65M -27,256 -69%
BCA
288
Bray Capital Advisors
Florida
$711K
HNB
289
Huntington National Bank
Ohio
$705K
TFS
290
TrustCore Financial Services
Tennessee
$703K +$102K +1,693 +17%
M&T Bank
291
M&T Bank
New York
$702K -$622K -10,276 -46%
FG
292
Fiduciary Group
Georgia
$701K
CC
293
Courier Capital
New York
$700K
GIA
294
Gladstone Institutional Advisory
Florida
$693K +$415K +6,857 +142%
Fisher Asset Management
295
Fisher Asset Management
Washington
$691K +$163K +2,697 +30%
FWM
296
Focused Wealth Management
New York
$682K +$2.54K +42 +0.4%
TC
297
TAP Consulting
Missouri
$679K +$2.72K +45 +0.4%
DIA
298
Dana Investment Advisors
Wisconsin
$677K +$253K +4,175 +58%
IWC
299
Integrated Wealth Concepts
Massachusetts
$675K +$447K +7,386 +184%
Wolverine Trading
300
Wolverine Trading
Illinois
$674K +$689K +11,383 New

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.