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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
SG
426
StoneX Group
New York
$203K -$71.6K -1,184 -26%
CCA
427
Cobblestone Capital Advisors
New York
$203K
9WM
428
9258 Wealth Management
Ohio
$203K +$208K +3,434 New
GCMG
429
Gyroscope Capital Management Group
Florida
$201K
MYIA
430
Mount Yale Investment Advisors
Colorado
$201K
MIA
431
MainStreet Investment Advisors
Illinois
$200K
HCP
432
Hexagon Capital Partners
Arkansas
$189K
CB
433
Community Bank
New York
$188K -$173K -2,868 -48%
AWMS
434
Advocacy Wealth Management Services
Georgia
$185K -$228K -3,766 -55%
RFA
435
Reilly Financial Advisors
California
$184K
SV
436
Sturgeon Ventures
United Kingdom
$174K
WFA
437
West Financial Advisors
Iowa
$164K
FFA
438
Founders Financial Alliance
North Carolina
$149K
SCA
439
Stonebridge Capital Advisors
Minnesota
$131K +$134K +2,210 New
Kayne Anderson Rudnick Investment Management
440
Kayne Anderson Rudnick Investment Management
California
$124K +$242 +4 +0.2%
EVM
441
Eaton Vance Management
Massachusetts
$122K +$125K +2,060 New
CWA
442
Clearview Wealth Advisors
Oregon
$109K +$423 +7 +0.4%
LWM
443
Liberty Wealth Management
California
$106K
CCM
444
Covington Capital Management
California
$103K
NSB
445
Norway Savings Bank
Maine
$101K
AWM
446
Accel Wealth Management
Iowa
$96K -$28.7K -475 -23%
GCM
447
Gables Capital Management
Florida
$95K
HIIFS
448
Harel Insurance Investments & Financial Services
Israel
$95K +$33K +546 +52%
Carson Wealth (CWM LLC)
449
Carson Wealth (CWM LLC)
Nebraska
$88K
BCM
450
Bourgeon Capital Management
Connecticut
$87K

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.