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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
V
376
Veritable
Delaware
$336K
YIA
377
YHB Investment Advisors
Connecticut
$336K +$340K +5,597 New
CAG
378
Csenge Advisory Group
Florida
$334K +$5.04K +83 +2%
KP
379
Keel Point
Alabama
$334K +$104K +1,718 +45%
SLWA
380
San Luis Wealth Advisors
California
$332K +$336K +5,530 New
ClearBridge Investments
381
ClearBridge Investments
New York
$329K -$364 -6 -0.1%
BCV
382
Banque Cantonale Vaudoise
Switzerland
$327K
AAS
383
Avantax Advisory Services
Texas
$325K -$9.48K -156 -3%
BHB
384
Bank Hapoalim BM
Israel
$321K
MCWS
385
McKinley Carter Wealth Services
West Virginia
$319K -$79.3K -1,305 -20%
PSUF
386
People's United Financial
Connecticut
$319K -$28.6K -471 -8%
B
387
Bailard
California
$315K +$58.1K +957 +22%
DE
388
Day & Ennis
Georgia
$314K +$1.15K +19 +0.4%
SFG
389
Summit Financial Group
West Virginia
$310K +$8.2K +135 +3%
WSTAM
390
Wilbanks Smith & Thomas Asset Management
Virginia
$305K +$309K +5,081 New
BFS
391
Bickling Financial Services
Massachusetts
$302K +$607 +10 +0.2%
GLA
392
Good Life Advisors
Pennsylvania
$300K +$32K +527 +12%
IA
393
IFP Advisors
Florida
$295K +$34.4K +567 +13%
JLBC
394
J.L. Bainbridge & Co
Florida
$294K -$41.4K -681 -12%
EAM
395
Evanson Asset Management
California
$293K
ARC
396
Advisor Resource Council
Texas
$293K +$299K +4,919 New
WIA
397
Westbourne Investment Advisors
Maryland
$284K -$24.3K -400 -8%
HCM
398
Hengehold Capital Management
Ohio
$284K +$287K +4,724 New
VWA
399
V Wealth Advisors
Kansas
$279K +$282K +4,642 New
VCA
400
Verdence Capital Advisors
Maryland
$272K +$19.7K +325 +8%

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.