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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
FA
76
FDx Advisors
Illinois
$11.1M -$119K -1,975 -1%
DIP
77
DT Investment Partners
Pennsylvania
$10.4M -$1.14M -18,787 -10%
PI
78
Parkside Investments
Illinois
$10.3M +$697K +11,525 +7%
RC
79
Roundview Capital
New Jersey
$10.2M -$13.9K -229 -0.1%
RMDI
80
R.M. Davis Inc
Maine
$10.2M +$76.9K +1,271 +0.7%
CT
81
Caldwell Trust
Florida
$10M +$3.16M +52,188 +45%
HCP
82
Holt Capital Partners
Texas
$9.87M +$260K +4,300 +3%
FPGK
83
Financial Partners Group (Kansas)
Kansas
$9.82M -$4.31M -71,317 -30%
BP
84
BCK Partners
New York
$9.77M +$3.58M +59,126 +57%
TD Asset Management
85
TD Asset Management
Ontario, Canada
$9.7M -$4.07M -67,335 -29%
CCC
86
Crescent Capital Consulting
Louisiana
$9.54M -$2.29M -37,911 -19%
FI
87
FormulaFolio Investments
Michigan
$9.44M -$74.4M -1,229,705 -89%
VHAM
88
Van Hulzen Asset Management
California
$9.21M -$553K -9,135 -6%
IDBONY
89
Israel Discount Bank of New York
New York
$9.06M -$1.88M -31,035 -17%
GGS
90
Galvin Gaustad & Stein
Arizona
$8.88M -$491K -8,114 -5%
SL
91
Systelligence LLC
Minnesota
$8.35M +$3.82M +63,179 +81%
PWPCM
92
Perella Weinberg Partners Capital Management
New York
$8.07M
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$8.01M -$298K -4,923 -4%
First Trust Advisors
94
First Trust Advisors
Illinois
$7.92M +$1.57M +25,948 +24%
RA
95
RiverTree Advisors
Florida
$7.76M +$351K +5,798 +5%
PAG
96
Private Advisor Group
New Jersey
$7.49M -$6.15M -101,648 -45%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$7.33M +$7.49M +123,817 New
UWM
98
USAdvisors Wealth Management
Minnesota
$7.26M +$62.4K +1,032 +0.8%
PMG
99
ProVise Management Group
Florida
$6.79M +$1.86M +30,806 +37%
QAM
100
QCI Asset Management
New York
$6.76M +$474K +7,833 +7%

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.