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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
LPL Financial
26
LPL Financial
California
$55.6M -$1.34M -22,077 -2%
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54.3M +$16.1M +265,530 +41%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$52.4M +$430K +7,116 +0.8%
HTC
29
Haverford Trust Company
Pennsylvania
$48.2M +$1.87M +30,877 +4%
CWM
30
Campbell Wealth Management
Virginia
$48.1M +$1.74M +28,717 +4%
NAM
31
NorthCoast Asset Management
Connecticut
$46M -$10.4M -171,406 -18%
Goldman Sachs
32
Goldman Sachs
New York
$42.3M +$8.25M +136,427 +24%
HI
33
Horizon Investments
North Carolina
$41.6M +$42.4M +701,544 New
ST
34
Sabal Trust
Florida
$40.9M +$3.42M +56,494 +9%
AssetMark Inc
35
AssetMark Inc
California
$40.2M +$3.83M +63,334 +10%
US Bancorp
36
US Bancorp
Minnesota
$36.4M -$3.38M -55,849 -8%
GWM
37
Geneos Wealth Management
Colorado
$36.2M +$1.16M +19,113 +3%
BSB
38
Bangor Savings Bank
Maine
$35.5M +$3M +49,547 +9%
TPWA
39
TRUE Private Wealth Advisors
Oregon
$34.8M +$9.91M +163,824 +39%
AIA
40
Ally Invest Advisors
North Carolina
$34.8M +$8.1M +133,975 +30%
TFA
41
TPG Financial Advisors
Oregon
$34.6M +$7.46M +123,255 +27%
AIMU
42
Allianz Investment Management US
Minnesota
$33.5M -$24.9M -412,225 -42%
FLA
43
Financial Life Advisors
Texas
$30.1M +$1.07M +17,612 +4%
AFG
44
Arkansas Financial Group
Arkansas
$29.2M +$8.63M +142,736 +41%
Osaic Holdings
45
Osaic Holdings
Arizona
$28M -$1.11M -18,270 -4%
PG
46
Proffitt & Goodson
Tennessee
$27.6M +$4.62M +76,370 +20%
FWIA
47
Fort Washington Investment Advisors
Ohio
$26.1M +$242K +4,000 +0.9%
Legacy Financial Group (Iowa)
48
Legacy Financial Group (Iowa)
Iowa
$25.9M +$2.3M +38,098 +10%
GG
49
Greenwood Gearhart
Arkansas
$25.6M +$1.14M +18,886 +5%
BB
50
Berkshire Bank
Massachusetts
$24.4M -$51.8K -857 -0.2%

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.