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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

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: 544 → 530 (-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: 44 → 42 (-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

Top Buyers

Rank Fund Capital Flow
1
MYLI
Meiji Yasuda Life Insurance
Japan
+$228M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$60.5M
3
Charles Schwab
Charles Schwab
California
+$54M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$45.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$41.8M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$392M
2
PWAG
Polaris Wealth Advisory Group
California
-$50.7M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$47.4M
4
Jane Street
Jane Street
New York
-$35.2M
5
AC
Allstate Corporation
Illinois
-$32.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
426
Augustine Asset Management
Florida
$219K +$8.69K +143 +4%
3LCM
427
3D/L Capital Management
Connecticut
$219K +$16.8K +277 +8%
PCA
428
Pallas Capital Advisors
Massachusetts
$217K +$2.73K +45 +1%
S
429
SignatureFD
Georgia
$214K – – –
RFA
430
Reilly Financial Advisors
California
$214K +$27.9K +460 +15%
SS
431
Sunbelt Securities
Texas
$208K – – –
WAP
432
Wealthcare Advisory Partners
Pennsylvania
$206K +$208K +3,424 New
GCMG
433
Gyroscope Capital Management Group
Florida
$204K – – –
KC
434
Knuff & Co
California
$204K – – –
MYIA
435
Mount Yale Investment Advisors
Colorado
$204K – – –
HCP
436
Hexagon Capital Partners
Arkansas
$195K – – –
BWP
437
Baldwin Wealth Partners
Massachusetts
$184K -$203K -3,347 -52%
APA
438
American Portfolios Advisors
New York
$179K +$140K +2,299 +340%
SV
439
Sturgeon Ventures
United Kingdom
$177K – – –
AF
440
Advisornet Financial
Minnesota
$174K +$113K +1,864 +181%
WFA
441
West Financial Advisors
Iowa
$166K – – –
FFA
442
Founders Financial Alliance
North Carolina
$154K -$18.8K -310 -11%
GWM
443
Geneos Wealth Management
Colorado
$138K -$1.4K -23 -1%
Kayne Anderson Rudnick Investment Management
444
Kayne Anderson Rudnick Investment Management
California
$126K +$364 +6 +0.3%
Koshinski Asset Management
445
Koshinski Asset Management
Illinois
$113K +$114K +1,881 New
CCM
446
Covington Capital Management
California
$103K – – –
CB
447
Community Bank
New York
$96K – – –
HIIFS
448
Harel Insurance Investments & Financial Services
Israel
$96K – – –
BCM
449
Bourgeon Capital Management
Connecticut
$88K – – –
PB
450
Pinnacle Bancorp
Nebraska
$88K – – –
16 17
18
19 20

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.