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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
LWM
451
Liberty Wealth Management
California
$88K +$364 +6 +0.4%
JCM
452
Jacobi Capital Management
Pennsylvania
$87K +$3.34K +55 +4%
SCA
453
Stonebridge Capital Advisors
Minnesota
$83K -$134K -2,210 -61%
CFO
454
CVA Family Office
Colorado
$73K – – –
PGAM
455
Princeton Global Asset Management
New Jersey
$70K – – –
HDIM
456
Hanson & Doremus Investment Management
Vermont
$65K – – –
RIM
457
Rockbridge Investment Management
New York
$62K – – –
CFN
458
Cordasco Financial Network
Florida
$60K – – –
FGAM
459
Financial Gravity Asset Management
Texas
$60K +$2.85K +47 New
CWA
460
Clearview Wealth Advisors
Oregon
$51K +$304 +5 +0.6%
EWM
461
EPG Wealth Management
Georgia
$51K +$52K +856 New
TCM
462
TD Capital Management
Tennessee
$47K +$5.47K +90 +13%
CFB
463
Cullen/Frost Bankers
Texas
$46K – – –
CFA
464
Carroll Financial Associates
North Carolina
$46K +$61 +1 +0.1%
COCM
465
Charter Oak Capital Management
New Hampshire
$44K – – –
AWM
466
AllSquare Wealth Management
New York
$43K – – –
LFASL
467
Lugano Financial Advisors SA (LFA)
Switzerland
$43K – – –
EW
468
Element Wealth
Mississippi
$40K – – –
FMII
469
Farmers & Merchants Investments Inc
Nebraska
$40K – – –
FA
470
Faithward Advisors
Pennsylvania
$40K +$243 +4 +0.6%
BMD
471
Better Money Decisions
New Mexico
$39K +$121 +2 +0.3%
JAM
472
JCIC Asset Management
Ontario, Canada
$37K -$41.6K -685 -52%
KTC
473
Kistler-Tiffany Companies
Pennsylvania
$32K +$182 +3 +0.6%
WWMSC
474
Wagner Wealth Management (South Carolina)
South Carolina
$30K -$729 -12 -2%
FCM
475
Firestone Capital Management
Florida
$29K – – –
17 18
19
20 21

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.