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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
CG
301
Colony Group
Massachusetts
$668K -$104K -1,718 -13%
EAM
302
Eagle Asset Management
Florida
$665K +$679K +11,229 New
HIS
303
Horizon Investment Services
Indiana
$652K
Bank Julius Baer & Co
304
Bank Julius Baer & Co
Switzerland
$648K -$1.04M -17,149 -61%
AA
305
Advisory Alpha
Michigan
$642K +$656K +10,842 New
ODIJL
306
One Day In July LLC
Vermont
$634K +$214K +3,541 +49%
SIA
307
Strategic Investment Advisors
Michigan
$628K -$317K -5,239 -33%
TFA
308
Teamwork Financial Advisors
Texas
$628K +$641K +10,598 New
TNBTD
309
Trustmark National Bank Trust Department
Mississippi
$614K
Creative Planning
310
Creative Planning
Kansas
$610K +$2.84K +47 +0.5%
PCA
311
Peddock Capital Advisors
Massachusetts
$609K +$622K +10,286 New
KWM
312
Kingsview Wealth Management
Oregon
$608K +$164K +2,705 +36%
NFG
313
Nations Financial Group
Iowa
$594K -$19.3K -319 -3%
MA
314
MUFG Americas
New York
$594K
NA
315
Nottingham Advisors
New York
$592K
EWM
316
Empirical Wealth Management
Washington
$579K
WP
317
WealthPLAN Partners
Nebraska
$567K
SS
318
Simplicity Solutions
Minnesota
$566K -$2.25M -37,183 -80%
WIA
319
World Investment Advisors
California
$564K -$30.1K -498 -5%
William Blair & Company
320
William Blair & Company
Illinois
$555K -$132K -2,183 -19%
DE
321
Day & Ennis
Georgia
$546K -$34.2K -566 -6%
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$534K -$36.1K -597 -6%
LF
323
LifeSteps Financial
California
$529K
HCA
324
Heck Capital Advisors
Wisconsin
$520K +$177K +2,926 +50%
SP
325
Successful Portfolios
Florida
$518K +$10.3K +171 +2%

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.