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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
OCM
51
One Capital Management
California
$23.9M +$2.07M +34,141 +9%
AWM
52
Affinity Wealth Management
Delaware
$23.3M +$495K +8,188 +2%
DC
53
Davenport & Co
Virginia
$23M +$5.1M +84,322 +28%
JP Morgan Chase
54
JP Morgan Chase
New York
$22.9M -$54.8M -906,045 -70%
BWM
55
BerganKDV Wealth Management
Minnesota
$22.7M +$3.62M +59,787 +18%
Deutsche Bank
56
Deutsche Bank
Germany
$21.6M -$2.4M -39,671 -10%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$20.2M +$1.47M +24,354 +8%
NC
58
NewSquare Capital
Pennsylvania
$18.7M +$1.35M +22,275 +8%
SI
59
Stephens Inc
Arkansas
$18.5M +$1.11M +18,340 +6%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$18.5M -$1.09K -18 -0%
JIR
61
James Investment Research
Ohio
$18.3M +$3.26M +53,846 +21%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$16.9M -$867K -14,334 -5%
FIM
63
Freedom Investment Management
Connecticut
$15.6M +$15.9M +263,300 New
CIP
64
Capital Insight Partners
Arizona
$15.1M +$15.4M +254,219 New
OIM
65
Opus Investment Management
Massachusetts
$14M
MML Investors Services
66
MML Investors Services
Massachusetts
$14M +$771K +12,745 +6%
CAWM
67
Capital Advisors Wealth Management
Washington
$13.6M +$13.8M +228,821 New
SWP
68
Summit Wealth Partners
Florida
$12.3M +$418K +6,902 +3%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$12.1M -$520K -8,598 -4%
MAFM
70
Mid Atlantic Financial Management
Pennsylvania
$11.9M -$1.87M -30,966 -13%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$11.7M +$1.37M +22,581 +13%
Mariner
72
Mariner
Kansas
$11.6M +$7.02M +116,019 +147%
EPP
73
ETF Portfolio Partners
Kansas
$11.4M +$12.5K +206 +0.1%
MPW
74
MA Private Wealth
California
$11.3M +$523K +8,643 +5%
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$11.2M

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.