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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
EAM
401
Evanson Asset Management
California
$294K
GLA
402
Good Life Advisors
Pennsylvania
$270K -$44.9K -750 -14%
AWM
403
Avior Wealth Management
Nebraska
$261K +$52.3K +873 +25%
B
404
Bailard
California
$260K -$17.4K -290 -6%
IA
405
IFP Advisors
Florida
$257K +$35.1K +587 +16%
SAM
406
S.A. Mason
Michigan
$256K
RIG
407
Roosevelt Investment Group
New York
$255K -$659K -11,010 -72%
VCA
408
Verdence Capital Advisors
Maryland
$255K -$23K -385 -8%
CC
409
Copperleaf Capital
North Carolina
$255K +$35.8K +598 +17%
CCWA
410
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$252K +$249K +4,166 New
HFS
411
Haverford Financial Services
Pennsylvania
$251K -$77.1K -1,288 -24%
HS
412
Horan Securities
United States
$249K -$9.04K -151 -4%
NL
413
NEPC LLC
Massachusetts
$247K
CTFG
414
Capstone Triton Financial Group
Oklahoma
$247K -$120 -2 -0%
CWM
415
Chesapeake Wealth Management
Virginia
$245K -$35.3K -590 -13%
SWA
416
Stratos Wealth Advisors
Ohio
$244K -$52.9K -883 -18%
CCM
417
Crew Capital Management
Ohio
$241K
SFA
418
Sequoia Financial Advisors
Ohio
$240K -$1.02K -17 -0.4%
TC
419
Telemus Capital
Michigan
$237K +$25.2K +421 +12%
Lazard Asset Management
420
Lazard Asset Management
New York
$236K
FCA
421
FinTrust Capital Advisors
South Carolina
$234K -$18.8K -314 -8%
CAG
422
Curtis Advisory Group
California
$233K
CWP
423
CFM Wealth Partners
Texas
$232K
KP
424
Keel Point
Alabama
$232K +$359 +6 +0.2%
CAM
425
Cresset Asset Management
Illinois
$226K +$223K +3,726 New

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.