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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
TCM
476
TD Capital Management
Tennessee
$41K +$19.4K +320 +86%
APA
477
American Portfolios Advisors
New York
$40K -$35.6K -588 -47%
EW
478
Element Wealth
Mississippi
$39K +$40.2K +665 New
BMD
479
Better Money Decisions
New Mexico
$38K +$38.5K +637 New
ACM
480
Allred Capital Management
Texas
$33K +$33.8K +558 New
SQA
481
Simon Quick Advisors
New Jersey
$33K -$2.42K -40 -7%
MCC
482
Money Concepts Capital
Florida
$33K
KTC
483
Kistler-Tiffany Companies
Pennsylvania
$31K +$121 +2 +0.4%
AWA
484
Arkadios Wealth Advisors
Georgia
$30K +$121 +2 +0.4%
CAAS
485
Capital Asset Advisory Services
Michigan
$29K -$2K -33 -6%
FCM
486
Firestone Capital Management
Florida
$29K
BW
487
Bison Wealth
Georgia
$26K
SWA
488
SOA Wealth Advisors
New York
$25K +$60 +1 +0.2%
VFA
489
Valeo Financial Advisors
Indiana
$23K
BFEC
490
Benjamin F. Edwards & Company
Missouri
$20K +$13K +215 +181%
AIA
491
Armor Investment Advisors
North Carolina
$19K
AIM
492
Astor Investment Management
Illinois
$19K
SIS
493
Sound Income Strategies
Florida
$18.6K +$7.62K +126 +67%
OIA
494
Optimum Investment Advisors
Illinois
$18K
APWA
495
Atlas Private Wealth Advisors
New Jersey
$18K +$9.8K +162 +116%
CIAS
496
Capital Investment Advisory Services
North Carolina
$17K
Simplex Trading
497
Simplex Trading
Illinois
$17K +$18.1K +300 New
HWA
498
HHM Wealth Advisors
Tennessee
$16K
AWG
499
Altus Wealth Group
Colorado
$15K
BWL
500
Bogart Wealth LLC
Virginia
$14K -$18.4M -304,168 -100%

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.