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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
Verition Fund Management
551
Verition Fund Management
Connecticut
-$5.71M -96,429 Closed
FTUS
552
Flow Traders U.S.
New York
-$5.1M -85,108 Closed
OFG
553
OTA Financial Group
New York
-$1.78M -30,107 Closed
UFA
554
US Financial Advisors
Massachusetts
-$1.22M -20,656 Closed
CWA
555
Centennial Wealth Advisory
Michigan
-$958K -16,180 Closed
Wolverine Trading
556
Wolverine Trading
Illinois
-$674K -11,383 Closed
WCFA
557
Walkner Condon Financial Advisors
Wisconsin
-$394K -6,649 Closed
CAM
558
Concorde Asset Management
Michigan
-$364K -6,137 Closed
EWA
559
EP Wealth Advisors
California
-$341K -5,765 Closed
RIG
560
RiverFront Investment Group
Virginia
-$321K -5,414 Closed
ACM
561
Advisors Capital Management
New Jersey
-$315K -5,335 Closed
MAA
562
Matrix Asset Advisors
New York
-$313K -5,283 Closed
CCM
563
Crabel Capital Management
California
-$301K -5,083 Closed
TCMP
564
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$293K -4,950 Closed
FFBTD
565
First Financial Bank - Trust Division
Ohio
-$268K -4,526 Closed
BMM
566
Buffington Mohr McNeal
Idaho
-$242K -4,085 Closed
CWS
567
Cypress Wealth Services
California
-$235K -3,962 Closed
IIC
568
Integrated Investment Consultants
Michigan
-$231K -3,894 Closed
OBWG
569
Onyx Bridge Wealth Group
New York
-$225K -3,800 Closed
CIA
570
Choate Investment Advisors
Massachusetts
-$221K -3,735 Closed
9WM
571
9258 Wealth Management
Ohio
-$203K -3,434 Closed
CCA
572
Cobblestone Capital Advisors
New York
-$203K -3,420 Closed
GCM
573
Gables Capital Management
Florida
-$95K -1,596 Closed
PA
574
Parallel Advisors
California
-$62K -1,050 Closed
WAP
575
Wealthcare Advisory Partners
Pennsylvania
-$60K -1,009 Closed

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.