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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
Creative Planning
326
Creative Planning
Kansas
$546K -$76.4K -1,277 -12%
LF
327
LifeSteps Financial
California
$540K
AA
328
Advisory Alpha
Michigan
$533K -$122K -2,042 -19%
HCA
329
Heck Capital Advisors
Wisconsin
$532K +$838 +14 +0.2%
CG
330
Colony Group
Massachusetts
$525K -$156K -2,610 -23%
EWM
331
Endurance Wealth Management
Rhode Island
$520K +$65.2K +1,089 +14%
BRWA
332
B. Riley Wealth Advisors
Florida
$516K -$12.6K -210 -2%
SSB
333
Sandy Spring Bank
Maryland
$514K
SW
334
SVB Wealth
Massachusetts
$513K
SXL
335
Summit X LLC
Missouri
$507K -$5.39K -90 -1%
BAM
336
Barrett Asset Management
New York
$507K
SP
337
Successful Portfolios
Florida
$502K -$27.5K -460 -5%
PCIA
338
Prime Capital Investment Advisors
Kansas
$492K +$59.9K +1,000 +14%
IP
339
Investment Partners
Ohio
$489K -$842K -14,072 -64%
TSA
340
Tri-Star Advisors
Texas
$487K +$482K +8,048 New
WWM
341
Western Wealth Management
Colorado
$484K -$8.02K -134 -2%
William Blair & Company
342
William Blair & Company
Illinois
$470K -$96.5K -1,612 -17%
FWP
343
FAS Wealth Partners
Kansas
$464K -$62.6K -1,045 -12%
FWM
344
Foresight Wealth Management
Utah
$460K
WQ
345
Wealth Quarterback
New Jersey
$460K +$454K +7,580 New
SBL
346
Sargent Bickham Lagudis
Colorado
$458K
RPCA
347
Running Point Capital Advisors
California
$451K
SI
348
Shaker Investments
Ohio
$446K +$120 +2 +0%
GA
349
Greytown Advisors
Florida
$436K
SCG
350
Sonata Capital Group
Washington
$430K

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.