We are live on ! Find out more
IGIB icon

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
BAM
451
Belpointe Asset Management
Nevada
$140K +$139K +2,324 New
Kayne Anderson Rudnick Investment Management
452
Kayne Anderson Rudnick Investment Management
California
$127K +$359 +6 +0.3%
EVM
453
Eaton Vance Management
Massachusetts
$125K
CCM
454
Covington Capital Management
California
$104K -$1.2K -20 -1%
NSB
455
Norway Savings Bank
Maine
$103K
JAM
456
JCIC Asset Management
Ontario, Canada
$98K
CB
457
Community Bank
New York
$97K -$93.9K -1,569 -50%
HIIFS
458
Harel Insurance Investments & Financial Services
Israel
$97K
LWM
459
Liberty Wealth Management
California
$89K -$16.6K -277 -16%
BCM
460
Bourgeon Capital Management
Connecticut
$89K
PB
461
Pinnacle Bancorp
Nebraska
$89K
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$88K
JCM
463
Jacobi Capital Management
Pennsylvania
$85K
GIA
464
Goodwin Investment Advisory
Georgia
$81K
AWMS
465
Advocacy Wealth Management Services
Georgia
$76K -$112K -1,876 -60%
CFO
466
CVA Family Office
Colorado
$72K
PGAM
467
Princeton Global Asset Management
New Jersey
$71K
HDIM
468
Hanson & Doremus Investment Management
Vermont
$66K
RIM
469
Rockbridge Investment Management
New York
$63K
AC
470
AlphaCore Capital
California
$63K +$62.1K +1,037 New
SL
471
Savior LLC
Massachusetts
$62K
AF
472
Advisornet Financial
Minnesota
$62K +$239 +4 +0.4%
CFN
473
Cordasco Financial Network
Florida
$61K
ADL
474
Asset Dedication LLC
California
$61K +$60.8K +1,015 New
CWA
475
Clearview Wealth Advisors
Oregon
$52K -$59.1K -987 -54%

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.