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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
CAL
426
Capital Analysts LLC
Pennsylvania
$224K +$1.44K +24 +0.7%
PCA
427
Pallas Capital Advisors
Massachusetts
$220K +$215K +3,598 New
MFW
428
Meristem Family Wealth
Minnesota
$218K +$216K +3,600 New
S
429
SignatureFD
Georgia
$216K -$1.32K -22 -0.6%
SCA
430
Stonebridge Capital Advisors
Minnesota
$215K +$83K +1,386 +63%
T
431
TRUADVICE
Florida
$215K +$210K +3,515 New
AAM
432
Augustine Asset Management
Florida
$212K +$209K +3,497 New
SS
433
Sunbelt Securities
Texas
$208K +$205K +3,427 New
KC
434
Knuff & Co
California
$206K -$12K -200 -6%
GCMG
435
Gyroscope Capital Management Group
Florida
$206K
MYIA
436
Mount Yale Investment Advisors
Colorado
$206K
ASN
437
Advisory Services Network
Georgia
$205K -$5.03K -84 -2%
MIA
438
MainStreet Investment Advisors
Illinois
$205K
CIBC Private Wealth Group
439
CIBC Private Wealth Group
Georgia
$203K -$5.99K -100 -3%
HR
440
Hayden Royal
North Carolina
$203K +$201K +3,358 New
AIM
441
AMI Investment Management
Indiana
$203K +$201K +3,360 New
PFWA
442
Paces Ferry Wealth Advisors
Georgia
$203K +$201K +3,360 New
3LCM
443
3D/L Capital Management
Connecticut
$203K +$201K +3,361 New
HCP
444
Hexagon Capital Partners
Arkansas
$196K +$2.33K +39 +1%
RFA
445
Reilly Financial Advisors
California
$188K
SV
446
Sturgeon Ventures
United Kingdom
$178K
FFA
447
Founders Financial Alliance
North Carolina
$175K +$23.4K +391 +16%
WFA
448
West Financial Advisors
Iowa
$168K
TI
449
tru Independence
Oregon
$162K +$161K +2,692 New
GWM
450
Geneos Wealth Management
Colorado
$140K -$36.2M -603,861 -100%

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.