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iShares 5-10 Year Investment Grade Corporate Bond ETF

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: 544530 (-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: 4442 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Legacy Financial Group (Iowa)
51
Legacy Financial Group (Iowa)
Iowa
$25.7M +$1.81M +29,745 +7%
AWM
52
Affinity Wealth Management
Delaware
$25.3M -$348K -5,722 -1%
DC
53
Davenport & Co
Virginia
$24.7M +$1.29M +21,284 +5%
GG
54
Greenwood Gearhart
Arkansas
$24.3M +$587K +9,662 +2%
TFA
55
TPG Financial Advisors
Oregon
$24.3M -$17.8M -292,962 -42%
BB
56
Berkshire Bank
Massachusetts
$24.1M +$157K +2,592 +0.6%
Deutsche Bank
57
Deutsche Bank
Germany
$21.8M -$396K -6,525 -2%
CIP
58
Capital Insight Partners
Arizona
$20.6M +$3.74M +61,510 +22%
NC
59
NewSquare Capital
Pennsylvania
$20.4M -$37.4K -616 -0.2%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$20.3M +$8.95M +147,420 +78%
SI
61
Stephens Inc
Arkansas
$19.5M +$666K +10,962 +4%
Mariner
62
Mariner
Kansas
$19.4M +$7.17M +118,065 +58%
KAS
63
Kestra Advisory Services
Texas
$18.4M +$12M +197,864 +181%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$16.8M -$9.91M -163,230 -37%
CAWM
65
Capital Advisors Wealth Management
Washington
$16.8M +$1.33M +21,916 +8%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$16.2M +$3.88M +63,878 +31%
MML Investors Services
67
MML Investors Services
Massachusetts
$15.4M +$434K +7,151 +3%
CT
68
Caldwell Trust
Florida
$14.7M +$2.57M +42,375 +21%
BP
69
BCK Partners
New York
$14.5M +$1.91M +31,467 +15%
AFG
70
Albion Financial Group
Utah
$14.5M +$4.01M +65,967 +38%
JIR
71
James Investment Research
Ohio
$14.3M -$133K -2,194 -0.9%
FIM
72
Freedom Investment Management
Connecticut
$14.3M -$695K -11,442 -5%
SWP
73
Summit Wealth Partners
Florida
$13.5M +$522K +8,586 +4%
RMDI
74
R.M. Davis Inc
Maine
$13.1M +$2.55M +41,904 +24%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$13M -$3.74M -61,513 -22%

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.