We are live on ! Find out more
IGIB icon

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
5L
376
55I LLC
Massachusetts
$350K +$346K +5,783 New
GRP
377
Global Retirement Partners
California
$348K +$11K +183 +3%
FHC
378
First Horizon Corporation
Tennessee
$343K +$40.4K +674 +13%
WF
379
Welch & Forbes
Massachusetts
$340K -$6.58K -110 -2%
CGFA
380
Colton Groome Financial Advisors
North Carolina
$340K +$41.9K +700 +14%
AAS
381
Avantax Advisory Services
Texas
$339K -$570K -9,525 -63%
V
382
Veritable
Delaware
$339K
JLBC
383
J.L. Bainbridge & Co
Florida
$337K -$3.71K -62 -1%
ClearBridge Investments
384
ClearBridge Investments
New York
$332K +$3.35K +56 +1%
CAG
385
Csenge Advisory Group
Florida
$330K +$327K +5,461 New
BCV
386
Banque Cantonale Vaudoise
Switzerland
$329K
BHB
387
Bank Hapoalim BM
Israel
$326K
CCA
388
Clearwater Capital Advisors
Illinois
$323K -$38.9K -649 -11%
Fidelity Investments
389
Fidelity Investments
Massachusetts
$322K +$98.7K +1,649 +45%
Susquehanna International Group
390
Susquehanna International Group
Pennsylvania
$317K -$7.1M -118,573 -96%
DE
391
Day & Ennis
Georgia
$315K -$240K -4,009 -43%
MOS
392
MGO One Seven
Ohio
$311K -$3.41K -57 -1%
WIA
393
Westbourne Investment Advisors
Maryland
$310K
TSS
394
Two Sigma Securities
New York
$309K +$305K +5,099 New
SIM
395
Stratos Investment Management
Ohio
$305K -$40.1K -670 -12%
BFS
396
Bickling Financial Services
Massachusetts
$304K -$173K -2,896 -37%
SFG
397
Summit Financial Group
West Virginia
$304K +$301K +5,024 New
PWLP
398
Prio Wealth Limited Partnership
Massachusetts
$302K -$83.9K -1,401 -22%
Wealth Enhancement Advisory Services
399
Wealth Enhancement Advisory Services
Minnesota
$301K +$539 +9 +0.2%
BCM
400
Boltwood Capital Management
California
$294K

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.