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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
BWL
476
Bogart Wealth LLC
Virginia
$50K +$34.8K +581 +243%
SB
477
Strategic Blueprint
Georgia
$48K +$47.3K +790 New
CFA
478
Carroll Financial Associates
North Carolina
$46K
CFB
479
Cullen/Frost Bankers
Texas
$46K
COCM
480
Charter Oak Capital Management
New Hampshire
$44K
AWM
481
AllSquare Wealth Management
New York
$43K
LFASL
482
Lugano Financial Advisors SA (LFA)
Switzerland
$43K
TCM
483
TD Capital Management
Tennessee
$42K
APA
484
American Portfolios Advisors
New York
$40.9K
FA
485
Faithward Advisors
Pennsylvania
$40K -$17.7K -295 -31%
EW
486
Element Wealth
Mississippi
$40K
FMII
487
Farmers & Merchants Investments Inc
Nebraska
$40K +$39.8K +665 New
BMD
488
Better Money Decisions
New Mexico
$39K +$239 +4 +0.6%
GKIM
489
GW&K Investment Management
Massachusetts
$33K +$32.7K +547 New
KTC
490
Kistler-Tiffany Companies
Pennsylvania
$32K +$180 +3 +0.6%
AWM
491
Accel Wealth Management
Iowa
$31K -$66.5K -1,111 -69%
WWMSC
492
Wagner Wealth Management (South Carolina)
South Carolina
$31K -$18.3K -305 -37%
AWA
493
Arkadios Wealth Advisors
Georgia
$31K +$180 +3 +0.6%
CAAS
494
Capital Asset Advisory Services
Michigan
$30K
FCM
495
Firestone Capital Management
Florida
$29K
AIM
496
Anchor Investment Management
South Carolina
$27.2K -$23.9K -400 -47%
BW
497
Bison Wealth
Georgia
$27K
SWA
498
SOA Wealth Advisors
New York
$26K
WWM
499
Wolff Wiese Magana
California
$25K +$25K +418 New
SWM
500
Sugarloaf Wealth Management
Georgia
$23K -$113K -1,883 -83%

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.