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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
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$12.9M +$13.1M +215,460 +140,824%
DADC
77
D.A. Davidson & Co
Montana
$12.5M -$46.2K -761 -0.4%
PMG
78
ProVise Management Group
Florida
$11.9M +$3.22M +53,085 +37%
RC
79
Roundview Capital
New Jersey
$11.7M +$322K +5,308 +3%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$11.3M +$1.05M +17,214 +10%
PAG
81
Private Advisor Group
New Jersey
$11.3M +$4.68M +77,023 +70%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$11.2M -$896K -14,744 -7%
DIP
83
DT Investment Partners
Pennsylvania
$10.9M +$358K +5,899 +3%
1WM
84
1900 Wealth Management
Texas
$10.4M +$10.5M +173,356 New
FA
85
FDx Advisors
Illinois
$9.94M -$46.8K -770 -0.5%
HCP
86
Holt Capital Partners
Texas
$9.92M +$118K +1,936 +1%
IDBONY
87
Israel Discount Bank of New York
New York
$9.86M +$9.97M +164,204 New
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.67M -$47.4M -780,446 -83%
VHAM
89
Van Hulzen Asset Management
California
$9.22M +$21K +345 +0.2%
MAM
90
Madison Asset Management
Wisconsin
$9M -$489K -8,043 -5%
MPM
91
Meritage Portfolio Management
Kansas
$8.74M +$543K +8,940 +7%
GGS
92
Galvin Gaustad & Stein
Arizona
$8.74M -$97.1K -1,598 -1%
PI
93
Parkside Investments
Illinois
$8.4M -$1.21M -19,850 -12%
First Trust Advisors
94
First Trust Advisors
Illinois
$8.34M +$510K +8,401 +6%
PC
95
Pecaut & Co
Iowa
$7.88M +$5.53M +90,999 +226%
RA
96
RiverTree Advisors
Florida
$7.78M +$1.4K +23 +0%
MAFM
97
Mid Atlantic Financial Management
Pennsylvania
$7.76M +$60.1K +989 +0.8%
QAM
98
QCI Asset Management
New York
$7.61M +$514K +8,459 +7%
UWM
99
USAdvisors Wealth Management
Minnesota
$7.57M +$1.42M +23,374 +23%
FA
100
Freestate Advisors
Kansas
$7.33M +$64.2K +1,057 +0.9%

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.