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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
BFA
551
Beaumont Financial Advisors
Massachusetts
-$303K -4,898 Closed
RBA
552
Richard Bernstein Advisors
New York
-$279K -4,517 Closed
CFG
553
Cooper Financial Group
California
-$261K -4,225 Closed
PP
554
Professional Planning
California
-$232K -3,758 Closed
PPW
555
Parcion Private Wealth
Washington
-$213K -3,448 Closed
AIM
556
AMI Investment Management
Indiana
-$209K -3,390 Closed
PL
557
Plancorp LLC
Missouri
-$208K -3,365 Closed
VCM
558
Vivaldi Capital Management
Illinois
-$206K -3,330 Closed
LFA
559
Lighthouse Financial Advisors
Maryland
-$202K -3,280 Closed
ICP
560
Interchange Capital Partners
Pennsylvania
-$141K -2,288 Closed
SIAP
561
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$99K -1,600 Closed
EI
562
Ellevest Inc
New York
-$93K -1,500 Closed
FCH
563
Freestone Capital Holdings
Washington
-$88.7K -1,435 Closed
ADL
564
Asset Dedication LLC
California
-$61K -991 Closed
BWA
565
Burt Wealth Advisors
Maryland
-$60K -974 Closed
KCM
566
Kathmere Capital Management
Pennsylvania
-$48K -781 Closed
BWM
567
Baystate Wealth Management
Massachusetts
-$40K -644 Closed
FMB
568
Field & Main Bank
Kentucky
-$36K -580 Closed
MIM
569
Merrion Investment Management
New Jersey
-$31K -499 Closed
TI
570
tru Independence
Oregon
-$27.6K -447 Closed
SFA
571
Stewardship Financial Advisors
Georgia
-$25K -400 Closed
CWP
572
Concord Wealth Partners
Virginia
-$23K -380 Closed
IA
573
Inspire Advisors
Idaho
-$21K -342 Closed
HWA
574
HCR Wealth Advisors
California
-$20K -320 Closed
CHA
575
Carmichael Hill & Associates
Maryland
-$16K -260 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.