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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
TNBTD
301
Trustmark National Bank Trust Department
Mississippi
$639K
FWA
302
FOCUS Wealth Advisors
Texas
$627K
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$606K -$45.5K -749 -7%
NA
304
Nottingham Advisors
New York
$601K
TC
305
TAP Consulting
Missouri
$596K +$3.34K +55 +0.6%
EWM
306
Empirical Wealth Management
Washington
$587K
EDRH
307
Edmond de Rothschild Holding
Switzerland
$586K -$48.5K -798 -8%
PP
308
Palladium Partners
Virginia
$577K -$4.41M -72,631 -88%
SFP
309
Shepherd Financial Partners
Massachusetts
$543K -$82.9K -1,365 -13%
WP
310
WealthPLAN Partners
Nebraska
$539K -$25.7K -423 -4%
DHFB
311
Dixon Hubard Feinour & Brown
Virginia
$537K +$152K +2,504 +39%
LF
312
LifeSteps Financial
California
$536K
EWM
313
Endurance Wealth Management
Rhode Island
$532K +$15.2K +251 +3%
HCA
314
Heck Capital Advisors
Wisconsin
$529K +$1.09K +18 +0.2%
CG
315
Colony Group
Massachusetts
$517K -$4.5K -74 -0.9%
GIA
316
Gladstone Institutional Advisory
Florida
$516K -$40.1K -661 -7%
SSB
317
Sandy Spring Bank
Maryland
$510K
TC
318
Trilogy Capital
California
$509K -$324K -5,328 -39%
BRWA
319
B. Riley Wealth Advisors
Florida
$508K -$3.52K -58 -0.7%
LG
320
LaFleur & Godfrey
Michigan
$503K -$613K -10,100 -55%
CI
321
CX Institutional
Indiana
$491K +$497K +8,179 New
IP
322
Investment Partners
Ohio
$487K +$1.46K +24 +0.3%
TSA
323
Tri-Star Advisors
Texas
$483K
Fidelity Investments
324
Fidelity Investments
Massachusetts
$481K +$163K +2,677 +50%
SW
325
SVB Wealth
Massachusetts
$479K -$30.1K -495 -6%

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.