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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
WP
276
WealthSource Partners
California
$891K -$133K -2,229 -13%
KA
277
Kovack Advisors
Florida
$887K +$21.6K +360 +3%
AWE
278
Avidian Wealth Enterprises
Texas
$886K
TFS
279
TrustCore Financial Services
Tennessee
$874K +$154K +2,576 +22%
OWP
280
Obermeyer Wealth Partners
Colorado
$871K
BEI
281
Benjamin Edwards Inc
Missouri
$857K -$8.74K -146 -1%
AIC
282
Ameritas Investment Company
Nebraska
$839K -$320K -5,346 -40%
APSP
283
Asset Planning Services (Pennsylvania)
Pennsylvania
$837K -$24.2K -404 -3%
TC
284
Trilogy Capital
California
$837K +$180 +3 +0%
TPCW
285
TD Private Client Wealth
New York
$808K +$800K +13,356 New
CC
286
Courier Capital
New York
$806K +$89.8K +1,500 +13%
LF
287
Lee Financial
Texas
$798K -$99.4K -1,660 -11%
FHA
288
First Horizon Advisors
Tennessee
$790K +$22.6K +378 +3%
DIA
289
Dana Investment Advisors
Wisconsin
$775K +$82.5K +1,378 +12%
AF
290
Allworth Financial
California
$767K -$40.3K -673 -5%
RCIM
291
Red Cedar Investment Management
Michigan
$767K
RFO
292
RiverGlades Family Offices
Florida
$764K
Bank Julius Baer & Co
293
Bank Julius Baer & Co
Switzerland
$761K +$97.5K +1,628 +15%
VWA
294
Visionary Wealth Advisors
Illinois
$747K +$446K +7,448 +152%
HIS
295
Horizon Investment Services
Indiana
$738K +$70.6K +1,180 +11%
KWM
296
Kingsview Wealth Management
Oregon
$738K +$118K +1,968 +19%
HNB
297
Huntington National Bank
Ohio
$737K
MIH
298
Meitav Investment House
Israel
$734K -$5.99K -100 -0.8%
ODIJL
299
One Day In July LLC
Vermont
$732K +$83.6K +1,397 +13%
BCA
300
Bray Capital Advisors
Florida
$727K

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.