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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
RIG
376
RiverFront Investment Group
Virginia
$321K
ACM
377
Advisors Capital Management
New Jersey
$315K -$302K -4,989 -48%
MAA
378
Matrix Asset Advisors
New York
$313K +$37.4K +619 +13%
GLA
379
Good Life Advisors
Pennsylvania
$308K +$31.6K +522 +11%
MOS
380
MGO One Seven
Ohio
$307K +$6.47K +107 +2%
WIA
381
Westbourne Investment Advisors
Maryland
$304K -$79.2K -1,310 -20%
CCM
382
Crabel Capital Management
California
$301K +$307K +5,083 New
FHC
383
First Horizon Corporation
Tennessee
$296K +$302K +5,000 New
BHB
384
Bank Hapoalim BM
Israel
$294K
Wealth Enhancement Advisory Services
385
Wealth Enhancement Advisory Services
Minnesota
$294K +$242 +4 +0.1%
PSUF
386
People's United Financial
Connecticut
$293K +$10.5K +174 +4%
TCMP
387
Thrive Capital Management (Pennsylvania)
Pennsylvania
$293K +$76.2K +1,260 +34%
CGFA
388
Colton Groome Financial Advisors
North Carolina
$292K +$298K +4,925 New
SWA
389
Stratos Wealth Advisors
Ohio
$291K -$83.3K -1,377 -22%
VWA
390
Visionary Wealth Advisors
Illinois
$290K +$296K +4,889 New
BCM
391
Boltwood Capital Management
California
$287K
EAM
392
Evanson Asset Management
California
$287K
CAPTRUST Financial Advisors
393
CAPTRUST Financial Advisors
North Carolina
$280K -$113K -1,860 -28%
CWM
394
Chesapeake Wealth Management
Virginia
$275K -$8.17K -135 -3%
B
395
Bailard
California
$272K -$30.2K -500 -10%
VCA
396
Verdence Capital Advisors
Maryland
$272K
FFBTD
397
First Financial Bank - Trust Division
Ohio
$268K
HS
398
Horan Securities
United States
$253K
SAM
399
S.A. Mason
Michigan
$251K
BCM
400
Brookstone Capital Management
Illinois
$250K +$16.9K +279 +7%

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.