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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
PP
501
Pacifica Partners
Canada
$12K
BU
502
BBVA USA
Alabama
$11K
SQA
503
Simon Quick Advisors
New Jersey
$11K
GPA
504
Guidance Point Advisors
Massachusetts
$11K +$11.6K +191 New
AIC
505
Archer Investment Corporation
Indiana
$10.4K
AWM
506
Accel Wealth Management
Iowa
$10K -$20.7K -341 -67%
CCC
507
Crescent Capital Consulting
Louisiana
$10K
JPLA
508
Joseph P. Lucia & Associates
New York
$9K
MRCM
509
M&R Capital Management
New Jersey
$9K
APWA
510
Atlas Private Wealth Advisors
New Jersey
$8K
DAM
511
Delta Asset Management
Tennessee
$8K
PFBT
512
Parkside Financial Bank & Trust
Missouri
$8K
PAI
513
Pittenger & Anderson Inc
Nebraska
$8K
GWMIA
514
Global Wealth Management Investment Advisory
Florida
$8K +$8.5K +140 New
CFA
515
Cahill Financial Advisors
Minnesota
$7K +$7.53K +124 New
CA
516
Clearstead Advisors
Ohio
$5K
RG
517
Retirement Group
California
$5K
TC
518
Truvestments Capital
Florida
$5K
OSAM
519
O'Shaughnessy Asset Management
Connecticut
$5K +$4.86K +80 New
NAM
520
Nationwide Asset Management
Ohio
$4.36K +$79.6K +1,310 +2%
GEA
521
Glen Eagle Advisors
New Jersey
$4.08K -$3.4K -56 -45%
IRC
522
Investors Research Corp
Georgia
$4K
TAM
523
Tucker Asset Management
Colorado
$3.88K
ASBI
524
American State Bank (Iowa)
Iowa
$3.36K
BWL
525
Bogart Wealth LLC
Virginia
$3K -$46.5K -766 -93%

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.