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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
BRWA
326
B. Riley Wealth Advisors
Florida
$517K +$213K +3,525 +68%
FWP
327
FAS Wealth Partners
Kansas
$516K -$17.7K -293 -3%
SSB
328
Sandy Spring Bank
Maryland
$503K
SW
329
SVB Wealth
Massachusetts
$502K -$33.9K -560 -6%
SXL
330
Summit X LLC
Missouri
$501K -$220K -3,638 -30%
BAM
331
Barrett Asset Management
New York
$497K
TF
332
TimeScale Financial
Massachusetts
$490K +$423 +7 +0.1%
WWM
333
Western Wealth Management
Colorado
$478K -$30.1K -498 -6%
NB
334
Nicolet Bankshares
Wisconsin
$476K -$64.4K -1,065 -12%
PG
335
Prostatis Group
Maryland
$475K -$273K -4,515 -36%
BFS
336
Bickling Financial Services
Massachusetts
$469K -$40.6K -671 -8%
FWM
337
Foresight Wealth Management
Utah
$450K -$426K -7,040 -48%
SBL
338
Sargent Bickham Lagudis
Colorado
$448K
EWM
339
Endurance Wealth Management
Rhode Island
$445K +$12.2K +201 +3%
PAS
340
Park Avenue Securities
New York
$442K -$60.7K -1,004 -12%
RPCA
341
Running Point Capital Advisors
California
$442K +$451K +7,454 New
OAM
342
Oppenheimer Asset Management
New York
$438K +$23.1K +382 +5%
MCWS
343
McKinley Carter Wealth Services
West Virginia
$437K -$36.9K -610 -8%
SI
344
Shaker Investments
Ohio
$437K +$484 +8 +0.1%
IF
345
Intrua Financial
Texas
$437K +$444K +7,334 New
GA
346
Greytown Advisors
Florida
$427K +$436K +7,208 New
PCIA
347
Prime Capital Investment Advisors
Kansas
$422K -$123K -2,027 -22%
SCG
348
Sonata Capital Group
Washington
$421K
GBT
349
Grove Bank & Trust
Florida
$418K -$22.7K -375 -5%
FCA
350
FLC Capital Advisors
California
$418K

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.