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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
AWM
501
Atticus Wealth Management
Florida
$21K -$20.7K -345 -50%
PVH
502
Psagot Value Holdings
Israel
$21K -$20.2K -338 -49%
AIM
503
Astor Investment Management
Illinois
$20K
DI
504
Disciplined Investments
Oklahoma
$20K +$19.5K +326 New
AS
505
Altshuler Shaham
Israel
$20K +$20.2K +338 New
AIA
506
Armor Investment Advisors
North Carolina
$19K
OIA
507
Optimum Investment Advisors
Illinois
$18K
Simplex Trading
508
Simplex Trading
Illinois
$18K
BFEC
509
Benjamin F. Edwards & Company
Missouri
$17K -$3.47K -58 -17%
HWA
510
HHM Wealth Advisors
Tennessee
$16K
MAM
511
Meeder Asset Management
Ohio
$15K
FDCDDQ
512
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.2K
FF
513
FourThought Financial
Florida
$13K +$11.7K +195 +780%
FMP
514
Financial Management Professionals
Texas
$13K +$13.2K +220 New
CIAS
515
Capital Investment Advisory Services
North Carolina
$12K -$5.99K -100 -34%
BFO
516
Biltmore Family Office
North Carolina
$12K
CAM
517
Costello Asset Management
Pennsylvania
$12K
GLLW
518
Graves Light Lenhart Wealth
Virginia
$12K
LWANC
519
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K
PP
520
Pacifica Partners
Canada
$12K
SQA
521
Simon Quick Advisors
New Jersey
$11K -$22.9K -382 -67%
BU
522
BBVA USA
Alabama
$11K +$11.4K +190 New
AIC
523
Archer Investment Corporation
Indiana
$10.5K
CCC
524
Crescent Capital Consulting
Louisiana
$10K -$9.63M -160,846 -100%
BNP Paribas Financial Markets
525
BNP Paribas Financial Markets
France
$9.26K +$9.16K +153 New

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.