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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
WT
526
Washington Trust
Rhode Island
$3K
VNA
527
Valley National Advisers
Pennsylvania
$3K +$60 +1 +2%
CFD
528
Creative Financial Designs
Indiana
$3K +$2.72K +45 New
BWA
529
BDO Wealth Advisors
Florida
$2K -$5.57K -92 -75%
APC
530
Aspire Private Capital
North Carolina
$2K -$907 -15 -30%
IF
531
Ironwood Financial
Arizona
$2K
PFGIA
532
Patriot Financial Group Insurance Agency
Massachusetts
$1K
FF
533
FourThought Financial
Florida
$1K +$1.51K +25 New
MIH
534
Meitav Investment House
Israel
$724 -$61.1K -1,010 -8%
SWM
535
Sugarloaf Wealth Management
Georgia
$72 -$2.66K -44 -2%
FC
536
Forte Capital
New York
-$18.5M -299,371 Closed
Bank of Nova Scotia
537
Bank of Nova Scotia
Ontario, Canada
-$14.8M -239,812 Closed
LG
538
Leuthold Group
Minnesota
-$12.1M -196,593 Closed
FF
539
Friedenthal Financial
New Jersey
-$5.05M -81,721 Closed
Capstone Investment Advisors
540
Capstone Investment Advisors
New York
-$2.68M -43,425 Closed
SP
541
SWS Partners
Ohio
-$2.61M -42,227 Closed
SMG
542
Spectrum Management Group
Indiana
-$991K -16,032 Closed
Renaissance Technologies
543
Renaissance Technologies
New York
-$915K -14,801 Closed
BBHBI
544
B, B, H, & B Inc
Alabama
-$642K -10,400 Closed
T
545
TRUADVICE
Florida
-$617K -10,047 Closed
IWM
546
IHT Wealth Management
Illinois
-$487K -7,880 Closed
IFG
547
Independent Financial Group
California
-$441K -7,143 Closed
EAMA
548
EFG Asset Management (Americas)
Florida
-$377K -6,107 Closed
VWM
549
Vigilare Wealth Management
Arizona
-$364K -5,887 Closed
BWCS
550
Beirne Wealth Consulting Services
Connecticut
-$328K -5,304 Closed

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.