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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
LPL Financial
26
LPL Financial
California
$59.9M +$2.96M +49,523 +5%
RJA
27
Raymond James & Associates
Florida
$59.1M -$6.29M -105,072 -10%
BCM
28
Brookstone Capital Management
Illinois
$59M +$58.1M +970,681 +22,975%
DSN
29
D. Scott Neal
Kentucky
$58.5M -$8.28M -138,325 -13%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57M +$1.48M +24,675 +3%
Stifel Financial
31
Stifel Financial
Missouri
$56.8M -$16.1M -269,293 -22%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$54.6M +$1.07M +17,928 +2%
PWAG
33
Polaris Wealth Advisory Group
California
$50.7M +$50.3M +839,913 New
NAM
34
NorthCoast Asset Management
Connecticut
$47.4M +$337K +5,627 +0.7%
HI
35
Horizon Investments
North Carolina
$46.7M +$4.37M +72,958 +10%
HTC
36
Haverford Trust Company
Pennsylvania
$42.8M -$6.42M -107,229 -13%
ST
37
Sabal Trust
Florida
$42.5M +$682K +11,393 +2%
TFA
38
TPG Financial Advisors
Oregon
$42.2M +$6.75M +112,751 +19%
AIA
39
Ally Invest Advisors
North Carolina
$41.6M +$5.97M +99,752 +17%
CWM
40
Campbell Wealth Management
Virginia
$41M -$8.08M -134,910 -17%
BSB
41
Bangor Savings Bank
Maine
$40M +$3.69M +61,649 +10%
US Bancorp
42
US Bancorp
Minnesota
$37.2M -$45.8K -765 -0.1%
AIMU
43
Allianz Investment Management US
Minnesota
$34.2M
Osaic Holdings
44
Osaic Holdings
Arizona
$32.5M +$3.82M +63,760 +13%
FLA
45
Financial Life Advisors
Texas
$32.4M +$1.66M +27,784 +5%
AFG
46
Arkansas Financial Group
Arkansas
$30.3M +$456K +7,617 +2%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$26.8M +$7.92M +132,345 +43%
FWIA
48
Fort Washington Investment Advisors
Ohio
$26.7M
PG
49
Proffitt & Goodson
Tennessee
$26.4M -$1.76M -29,422 -6%
AWM
50
Affinity Wealth Management
Delaware
$26M +$2.14M +35,668 +9%

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.