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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
FFG
351
Fullen Financial Group
Ohio
$415K -$486 -8 -0.1%
FM
352
Family Management
New York
$412K -$2.16M -35,528 -84%
PCIA
353
Prime Capital Investment Advisors
Kansas
$412K -$77.6K -1,277 -16%
MP
354
McDonald Partners
Ohio
$403K
TF
355
TimeScale Financial
Massachusetts
$402K
FCA
356
FLC Capital Advisors
California
$401K
5L
357
55I LLC
Massachusetts
$394K +$47.1K +776 +13%
M&T Bank
358
M&T Bank
New York
$393K -$323K -5,316 -45%
PG
359
Prostatis Group
Maryland
$391K -$32.8K -540 -8%
RFC
360
Regions Financial Corp
Alabama
$389K
AUB
361
Atlantic Union Bankshares
Virginia
$386K -$5.04K -83 -1%
SSWM
362
Sheets Smith Wealth Management
North Carolina
$384K -$43.1K -709 -10%
SAF
363
Smith Anglin Financial
Texas
$383K -$17.6K -289 -4%
BCM
364
Boltwood Capital Management
California
$381K +$91.1K +1,500 +31%
Creative Planning
365
Creative Planning
Kansas
$377K -$166K -2,734 -30%
FT
366
Fiduciary Trust
Massachusetts
$366K
HA
367
Herold Advisors
New York
$364K +$369K +6,073 New
SIM
368
Stratos Investment Management
Ohio
$358K +$56.1K +924 +18%
JAG
369
Journey Advisory Group
Kentucky
$356K
PIA
370
Pinion Investment Advisors
Kansas
$354K +$358K +5,890 New
WS
371
Wedbush Securities
California
$352K -$14.1K -232 -4%
GRP
372
Global Retirement Partners
California
$352K +$6.5K +107 +2%
OMC
373
Old Mission Capital
Illinois
$350K -$298K -4,913 -46%
OPWM
374
Oxinas Partners Wealth Management
Indiana
$348K -$6.68K -110 -2%
WF
375
Welch & Forbes
Massachusetts
$338K

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.