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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

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: 532 → 544 (+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: 48 → 44 (-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

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$247M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$188M
3
Goldman Sachs
Goldman Sachs
New York
+$116M
4
Jane Street
Jane Street
New York
+$66.2M
5
Charles Schwab
Charles Schwab
California
+$62.5M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$107M
2
FRBONY
Federal Reserve Bank of New York
New York
-$87M
3
BlackRock
BlackRock
New York
-$82.2M
4
Ameriprise
Ameriprise
Minnesota
-$40.3M
5
GWM
Geneos Wealth Management
Colorado
-$36.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
301
M&T Bank
New York
$718K +$60 +1 +0%
FG
302
Fiduciary Group
Georgia
$717K – – –
FWM
303
Focused Wealth Management
New York
$701K +$3.65K +61 +0.5%
NFG
304
Nations Financial Group
Iowa
$685K +$77.8K +1,300 +13%
CFAM
305
Center For Asset Management
Florida
$666K +$659K +11,010 New
EAM
306
Eagle Asset Management
Florida
$663K -$15.7K -263 -2%
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$656K +$110K +1,834 +20%
OMC
308
Old Mission Capital
Illinois
$650K +$643K +10,741 New
TNBTD
309
Trustmark National Bank Trust Department
Mississippi
$644K +$16.8K +280 +3%
TFA
310
Teamwork Financial Advisors
Texas
$641K -$239 -4 -0%
EDRH
311
Edmond de Rothschild Holding
Switzerland
$639K +$253K +4,218 +67%
FM
312
Foster & Motley
Ohio
$639K +$633K +10,566 New
PCA
313
Peddock Capital Advisors
Massachusetts
$636K +$6.88K +115 +1%
FWA
314
FOCUS Wealth Advisors
Texas
$631K +$625K +10,434 New
SFP
315
Shepherd Financial Partners
Massachusetts
$629K -$624K -10,423 -50%
PAS
316
Park Avenue Securities
New York
$624K +$170K +2,839 +38%
MA
317
MUFG Americas
New York
$607K – – –
NA
318
Nottingham Advisors
New York
$605K – – –
TC
319
TAP Consulting
Missouri
$597K -$96.4K -1,610 -14%
EWM
320
Empirical Wealth Management
Washington
$591K – – –
WIA
321
World Investment Advisors
California
$589K +$15.6K +261 +3%
FAIM
322
Financial Advocates Investment Management
Washington
$578K -$178K -2,975 -25%
WP
323
WealthPLAN Partners
Nebraska
$575K – – –
GIA
324
Gladstone Institutional Advisory
Florida
$560K -$147K -2,453 -21%
OAM
325
Oppenheimer Asset Management
New York
$553K +$104K +1,735 +23%
11 12
13
14 15

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.