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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
FCA
401
FinTrust Capital Advisors
South Carolina
$248K
NL
402
NEPC LLC
Massachusetts
$242K
BMM
403
Buffington Mohr McNeal
Idaho
$242K
CTFG
404
Capstone Triton Financial Group
Oklahoma
$242K
SFA
405
Sequoia Financial Advisors
Ohio
$236K +$13.4K +222 +6%
CWS
406
Cypress Wealth Services
California
$235K +$242 +4 +0.1%
CCM
407
Crew Capital Management
Ohio
$235K +$240K +3,975 New
IIC
408
Integrated Investment Consultants
Michigan
$231K -$3.08K -51 -1%
Lazard Asset Management
409
Lazard Asset Management
New York
$230K
CAG
410
Curtis Advisory Group
California
$228K
CWP
411
CFM Wealth Partners
Texas
$227K
KP
412
Keel Point
Alabama
$227K +$242 +4 +0.1%
OBWG
413
Onyx Bridge Wealth Group
New York
$225K -$372K -6,154 -62%
CIA
414
Choate Investment Advisors
Massachusetts
$221K
Fidelity Investments
415
Fidelity Investments
Massachusetts
$218K -$116K -1,917 -34%
CAL
416
Capital Analysts LLC
Pennsylvania
$217K -$1.85M -30,553 -89%
IA
417
IFP Advisors
Florida
$215K -$453K -7,489 -67%
CC
418
Copperleaf Capital
North Carolina
$214K -$38.4K -634 -15%
KC
419
Knuff & Co
California
$213K -$518K -8,570 -70%
S
420
SignatureFD
Georgia
$213K
CS
421
Credit Suisse
Switzerland
$209K -$101K -1,675 -32%
ASN
422
Advisory Services Network
Georgia
$206K -$79.4K -1,313 -27%
TC
423
Telemus Capital
Michigan
$206K +$211K +3,491 New
CIBC Private Wealth Group
424
CIBC Private Wealth Group
Georgia
$204K
AWM
425
Avior Wealth Management
Nebraska
$204K +$847 +14 +0.4%

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.