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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

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: 544 → 530 (-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: 44 → 42 (-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

Top Buyers

Rank Fund Capital Flow
1
MYLI
Meiji Yasuda Life Insurance
Japan
+$228M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$60.5M
3
Charles Schwab
Charles Schwab
California
+$54M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$45.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$41.8M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$392M
2
PWAG
Polaris Wealth Advisory Group
California
-$50.7M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$47.4M
4
Jane Street
Jane Street
New York
-$35.2M
5
AC
Allstate Corporation
Illinois
-$32.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
526
Sound Income Strategies
Florida
$3K -$3.04K -50 -49%
GI
527
Gradient Investments
Minnesota
$3K -$1.76K -29 -34%
CFD
528
Creative Financial Designs
Indiana
$3K – – –
IF
529
Ironwood Financial
Arizona
$3K – – –
TWM
530
Tradition Wealth Management
Minnesota
$3K – – –
WT
531
Washington Trust
Rhode Island
$3K – – –
KFI
532
Key Financial Inc
Pennsylvania
$1K – – –
PFGIA
533
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
GKWIM
534
Gerber Kawasaki Wealth & Investment Management
California
$1K +$61 +1 New
FRBONY
535
Federal Reserve Bank of New York
New York
– -$399M -6,593,783 Closed
PWAG
536
Polaris Wealth Advisory Group
California
– -$50.7M -839,913 Closed
SL
537
Systelligence LLC
Minnesota
– -$8.71M -143,961 Closed
Capstone Investment Advisors
538
Capstone Investment Advisors
New York
– -$8.33M -137,700 Closed
PWPCM
539
Perella Weinberg Partners Capital Management
New York
– -$8.25M -136,264 Closed
BCI
540
Brinker Capital Investments
Pennsylvania
– -$3.38M -55,860 Closed
GSEP
541
Golden State Equity Partners
California
– -$1.64M -27,145 Closed
RMC
542
Resources Management Corp
Connecticut
– -$1.46M -24,134 Closed
SFS
543
Sowell Financial Services
Arkansas
– -$1.35M -22,322 Closed
BTWM
544
Baker Tilly Wealth Management
Wisconsin
– -$1.28M -21,227 Closed
JWCA
545
J.W. Cole Advisors
Florida
– -$1.21M -19,997 Closed
VWA
546
Visionary Wealth Advisors
Illinois
– -$747K -12,337 Closed
ODIJL
547
One Day In July LLC
Vermont
– -$732K -12,094 Closed
OAM
548
Oppenheimer Asset Management
New York
– -$553K -9,132 Closed
AA
549
Advisory Alpha
Michigan
– -$533K -8,800 Closed
Susquehanna International Group
550
Susquehanna International Group
Pennsylvania
– -$319K -5,244 Closed
20 21
22
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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.