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iShares 5-10 Year Investment Grade Corporate Bond ETF

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: 544530 (-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: 4442 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$59.7M +$41.8M +688,151 +224%
Stifel Financial
27
Stifel Financial
Missouri
$56.9M +$559K +9,198 +1%
BCM
28
Brookstone Capital Management
Illinois
$54.7M -$3.74M -61,632 -6%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$54.2M -$25.2K -415 -0%
NAM
30
NorthCoast Asset Management
Connecticut
$47.8M +$857K +14,101 +2%
BSB
31
Bangor Savings Bank
Maine
$47.1M +$7.56M +124,534 +19%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$46.3M +$45.2M +744,073 +2,842%
AIA
33
Ally Invest Advisors
North Carolina
$46.3M +$5.03M +82,746 +12%
DSN
34
D. Scott Neal
Kentucky
$45M -$13.2M -217,938 -23%
HI
35
Horizon Investments
North Carolina
$44.2M -$2.13M -35,056 -5%
HTC
36
Haverford Trust Company
Pennsylvania
$43M +$588K +9,680 +1%
ST
37
Sabal Trust
Florida
$41.5M -$630K -10,375 -1%
BWM
38
BerganKDV Wealth Management
Minnesota
$41M +$16.5M +271,338 +66%
CWM
39
Campbell Wealth Management
Virginia
$40.9M +$244K +4,017 +0.6%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$38.6M +$26.5M +435,465 +211%
Jane Street
41
Jane Street
New York
$37.5M -$35.2M -578,834 -48%
US Bancorp
42
US Bancorp
Minnesota
$35.3M -$1.63M -26,801 -4%
FLA
43
Financial Life Advisors
Texas
$34.1M +$1.98M +32,551 +6%
AIMU
44
Allianz Investment Management US
Minnesota
$34M
Barclays
45
Barclays
United Kingdom
$32.6M +$21.2M +349,194 +180%
Osaic Holdings
46
Osaic Holdings
Arizona
$32.4M +$93.3K +1,536 +0.3%
OCM
47
One Capital Management
California
$32.1M +$10.7M +176,013 +49%
AFG
48
Arkansas Financial Group
Arkansas
$31.9M +$1.76M +28,995 +6%
PG
49
Proffitt & Goodson
Tennessee
$27.1M +$852K +14,022 +3%
FWIA
50
Fort Washington Investment Advisors
Ohio
$26.3M -$152K -2,500 -0.6%

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.