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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
Barclays
76
Barclays
United Kingdom
$11.8M +$10M +166,974 +609%
RC
77
Roundview Capital
New Jersey
$11.5M +$1.03M +17,198 +10%
Mitsubishi UFJ Trust & Banking
78
Mitsubishi UFJ Trust & Banking
Japan
$11.5M
DIP
79
DT Investment Partners
Pennsylvania
$10.7M +$69.6K +1,162 +0.7%
MPW
80
MA Private Wealth
California
$10.6M -$882K -14,741 -8%
RMDI
81
R.M. Davis Inc
Maine
$10.6M +$197K +3,296 +2%
AFG
82
Albion Financial Group
Utah
$10.6M +$10.5M +174,847 New
EPP
83
ETF Portfolio Partners
Kansas
$10.4M -$1.2M -20,021 -10%
RJFSA
84
Raymond James Financial Services Advisors
Florida
$10.4M -$1.61M -26,914 -14%
FA
85
FDx Advisors
Illinois
$10.1M -$1.23M -20,628 -11%
HCP
86
Holt Capital Partners
Texas
$9.88M -$210K -3,500 -2%
PI
87
Parkside Investments
Illinois
$9.67M -$813K -13,580 -8%
MAM
88
Madison Asset Management
Wisconsin
$9.56M +$9.46M +157,949 New
VHAM
89
Van Hulzen Asset Management
California
$9.28M -$130K -2,166 -1%
FI
90
FormulaFolio Investments
Michigan
$9.26M -$311K -5,188 -3%
GGS
91
Galvin Gaustad & Stein
Arizona
$8.9M -$172K -2,867 -2%
PMG
92
ProVise Management Group
Florida
$8.79M +$1.83M +30,542 +27%
SL
93
Systelligence LLC
Minnesota
$8.71M +$176K +2,936 +2%
Capstone Investment Advisors
94
Capstone Investment Advisors
New York
$8.33M +$8.24M +137,700 New
MPM
95
Meritage Portfolio Management
Kansas
$8.27M +$1.57M +26,194 +24%
PWPCM
96
Perella Weinberg Partners Capital Management
New York
$8.25M
TD Asset Management
97
TD Asset Management
Ontario, Canada
$7.94M -$2.03M -33,875 -21%
First Trust Advisors
98
First Trust Advisors
Illinois
$7.89M -$199K -3,330 -2%
RA
99
RiverTree Advisors
Florida
$7.84M -$89.4K -1,494 -1%
MAFM
100
Mid Atlantic Financial Management
Pennsylvania
$7.76M -$4.34M -72,445 -36%

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.