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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
MIFH
351
Migdal Insurance & Financial Holdings
Israel
$417K +$426K +7,043 New
FFG
352
Fullen Financial Group
Ohio
$412K +$1.63K +27 +0.4%
AUB
353
Atlantic Union Bankshares
Virginia
$408K -$51.2K -846 -11%
SSWM
354
Sheets Smith Wealth Management
North Carolina
$407K -$6.05K -100 -1%
Man Group
355
Man Group
United Kingdom
$405K -$4.32M -71,352 -91%
RFC
356
Regions Financial Corp
Alabama
$403K -$32.7K -540 -7%
MP
357
McDonald Partners
Ohio
$398K
WCFA
358
Walkner Condon Financial Advisors
Wisconsin
$394K +$402K +6,649 New
SAF
359
Smith Anglin Financial
Texas
$392K +$400K +6,615 New
PWLP
360
Prio Wealth Limited Partnership
Massachusetts
$378K -$191K -3,161 -33%
EDRH
361
Edmond de Rothschild Holding
Switzerland
$375K +$63.1K +1,043 +20%
WS
362
Wedbush Securities
California
$370K +$3.75K +62 +1%
CAM
363
Concorde Asset Management
Michigan
$364K -$642K -10,607 -63%
CCA
364
Clearwater Capital Advisors
Illinois
$355K -$538K -8,890 -60%
OPWM
365
Oxinas Partners Wealth Management
Indiana
$352K -$2.48K -41 -0.7%
JAG
366
Journey Advisory Group
Kentucky
$351K
EWA
367
EP Wealth Advisors
California
$341K +$60 +1 +0%
WF
368
Welch & Forbes
Massachusetts
$340K -$24.2K -400 -7%
SIM
369
Stratos Investment Management
Ohio
$338K -$157K -2,600 -31%
JLBC
370
J.L. Bainbridge & Co
Florida
$334K
V
371
Veritable
Delaware
$332K
GRP
372
Global Retirement Partners
California
$330K -$8.41K -139 -2%
ClearBridge Investments
373
ClearBridge Investments
New York
$322K -$4.9K -81 -1%
HFS
374
Haverford Financial Services
Pennsylvania
$322K -$2.48K -41 -0.7%
BCV
375
Banque Cantonale Vaudoise
Switzerland
$322K

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.