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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
PB
451
Pinnacle Bancorp
Nebraska
$87K
BWP
452
Baldwin Wealth Partners
Massachusetts
$83K
JCM
453
Jacobi Capital Management
Pennsylvania
$83K
GIA
454
Goodwin Investment Advisory
Georgia
$78K
JAM
455
JCIC Asset Management
Ontario, Canada
$77K
CFO
456
CVA Family Office
Colorado
$71K
PGAM
457
Princeton Global Asset Management
New Jersey
$69K
HDIM
458
Hanson & Doremus Investment Management
Vermont
$64K
PA
459
Parallel Advisors
California
$62K +$63.5K +1,050 New
RIM
460
Rockbridge Investment Management
New York
$61K
SL
461
Savior LLC
Massachusetts
$61K
AF
462
Advisornet Financial
Minnesota
$61K +$11.2K +185 +22%
WAP
463
Wealthcare Advisory Partners
Pennsylvania
$60K +$61K +1,009 New
CFN
464
Cordasco Financial Network
Florida
$59K
FA
465
Faithward Advisors
Pennsylvania
$57K +$57.8K +955 New
AIM
466
Anchor Investment Management
South Carolina
$50.3K
WWMSC
467
Wagner Wealth Management (South Carolina)
South Carolina
$48K +$49.4K +816 New
CFA
468
Carroll Financial Associates
North Carolina
$45K
CFB
469
Cullen/Frost Bankers
Texas
$45K
EP
470
Eudaimonia Partners
Tennessee
$45K +$9.32K +154 +25%
AWM
471
AllSquare Wealth Management
New York
$43K
COCM
472
Charter Oak Capital Management
New Hampshire
$43K
LFASL
473
Lugano Financial Advisors SA (LFA)
Switzerland
$42K
PVH
474
Psagot Value Holdings
Israel
$41K -$9.38K -155 -18%
AWM
475
Atticus Wealth Management
Florida
$41K +$2.48K +41 +6%

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.