We are live on ! Find out more
IGIB icon

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
MAM
501
Meeder Asset Management
Ohio
$14K
FDCDDQ
502
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.9K
BFO
503
Biltmore Family Office
North Carolina
$12K -$6.05K -100 -33%
GLLW
504
Graves Light Lenhart Wealth
Virginia
$12K
LWANC
505
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K
PP
506
Pacifica Partners
Canada
$12K
NFSG
507
Newbridge Financial Services Group
Florida
$12K +$12.2K +201 New
CAM
508
Costello Asset Management
Pennsylvania
$11K
AIC
509
Archer Investment Corporation
Indiana
$10.3K
HFA
510
HC Financial Advisors
California
$10K
JPLA
511
Joseph P. Lucia & Associates
New York
$9K +$9.38K +155 New
TWA
512
TCI Wealth Advisors
Arizona
$8K -$16.6K -275 -66%
PAI
513
Pittenger & Anderson Inc
Nebraska
$8K -$4.84K -80 -38%
MRCM
514
M&R Capital Management
New Jersey
$8K
PFBT
515
Parkside Financial Bank & Trust
Missouri
$8K
GEA
516
Glen Eagle Advisors
New Jersey
$7.34K -$6.71K -111 -47%
DAM
517
Delta Asset Management
Tennessee
$7K
CA
518
Clearstead Advisors
Ohio
$5K
RG
519
Retirement Group
California
$5K
TC
520
Truvestments Capital
Florida
$5K
TRCT
521
Tower Research Capital (TRC)
New York
$4K -$7.92K -131 -68%
IRC
522
Investors Research Corp
Georgia
$4K
WAS
523
Wealth Advisory Solutions
Indiana
$4K +$464K +7,673 +12%
TAM
524
Tucker Asset Management
Colorado
$3.85K -$43.4K -717 -92%
ASBI
525
American State Bank (Iowa)
Iowa
$3.32K

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.