We are live on ! Find out more
IGIB icon

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
SP
326
Successful Portfolios
Florida
$479K -$19.7K -325 -4%
CGFA
327
Colton Groome Financial Advisors
North Carolina
$474K +$138K +2,274 +40%
FA
328
Flagstar Advisors
New York
$474K +$480K +7,899 New
HF
329
HRT Financial
New York
$472K +$478K +7,874 New
William Blair & Company
330
William Blair & Company
Illinois
$464K -$1.88K -31 -0.4%
LF
331
Lee Financial
Texas
$462K -$334K -5,500 -42%
FWP
332
FAS Wealth Partners
Kansas
$462K +$1.58K +26 +0.3%
FWM
333
Foresight Wealth Management
Utah
$456K
SBL
334
Sargent Bickham Lagudis
Colorado
$454K
SG
335
StoneX Group
New York
$452K +$26.1K +429 +6%
NB
336
Nicolet Bankshares
Wisconsin
$452K +$28.7K +472 +7%
WQ
337
Wealth Quarterback
New Jersey
$452K +$276K +4,544 +60%
RPCA
338
Running Point Capital Advisors
California
$448K
SI
339
Shaker Investments
Ohio
$443K +$182 +3 +0%
CA
340
Continuum Advisory
Idaho
$443K +$44.5K +732 +11%
FM
341
Foster & Motley
Ohio
$440K -$197K -3,247 -31%
BAM
342
Belpointe Asset Management
Nevada
$440K +$304K +4,997 +215%
SXL
343
Summit X LLC
Missouri
$430K -$75.1K -1,236 -15%
WIA
344
World Investment Advisors
California
$427K -$159K -2,620 -27%
SCG
345
Sonata Capital Group
Washington
$426K
MA
346
MUFG Americas
New York
$424K -$180K -2,971 -30%
IF
347
Intrua Financial
Texas
$424K +$182 +3 +0%
SS
348
Simplicity Solutions
Minnesota
$421K +$19.7K +324 +5%
GBT
349
Grove Bank & Trust
Florida
$420K
CAPTRUST Financial Advisors
350
CAPTRUST Financial Advisors
North Carolina
$415K -$7.9K -130 -2%

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.