We are live on ! Find out more
IGIB icon

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
CCA
401
Clearwater Capital Advisors
Illinois
$267K -$54.7K -900 -17%
HFS
402
Haverford Financial Services
Pennsylvania
$264K +$15.1K +248 +6%
AWM
403
Avior Wealth Management
Nebraska
$260K +$1.46K +24 +0.6%
TC
404
Telemus Capital
Michigan
$255K +$20.3K +334 +9%
SAM
405
Silvercrest Asset Management
New York
$255K +$258K +4,250 New
SAM
406
S.A. Mason
Michigan
$254K
CCWA
407
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$250K
ASN
408
Advisory Services Network
Georgia
$250K +$46.6K +768 +23%
MIFH
409
Migdal Insurance & Financial Holdings
Israel
$246K -$115K -1,900 -32%
NL
410
NEPC LLC
Massachusetts
$246K
MOS
411
MGO One Seven
Ohio
$245K -$62.8K -1,034 -20%
9WM
412
9258 Wealth Management
Ohio
$244K +$247K +4,066 New
CWM
413
Chesapeake Wealth Management
Virginia
$243K
LCM
414
Logan Capital Management
Pennsylvania
$241K +$244K +4,016 New
CCM
415
Crew Capital Management
Ohio
$239K
CBFP
416
Cedar Brook Financial Partners
Ohio
$239K +$241K +3,973 New
CC
417
Copperleaf Capital
North Carolina
$235K -$18.3K -302 -7%
Lazard Asset Management
418
Lazard Asset Management
New York
$234K
CAG
419
Curtis Advisory Group
California
$234K +$3.28K +54 +1%
FCA
420
FinTrust Capital Advisors
South Carolina
$232K
CTFG
421
Capstone Triton Financial Group
Oklahoma
$231K -$12.3K -202 -5%
CWP
422
CFM Wealth Partners
Texas
$230K
CAL
423
Capital Analysts LLC
Pennsylvania
$230K +$8.56K +141 +4%
GA
424
Greytown Advisors
Florida
$229K -$207K -3,400 -47%
FNBT
425
FineMark National Bank & Trust
Florida
$221K +$223K +3,676 New

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.