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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
MPM
101
Meritage Portfolio Management
Kansas
$6.54M +$1.07M +17,660 +19%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$6.47M +$1.63M +26,983 +33%
PF
103
Phoenix Financial
Israel
$6.36M +$477K +7,880 +8%
ACA
104
Ackerman Capital Advisors
Texas
$6.36M +$2.54M +41,988 +64%
DADC
105
D.A. Davidson & Co
Montana
$6.29M +$435K +7,197 +7%
DWM
106
Destination Wealth Management
California
$6.26M +$607K +10,041 +10%
KAS
107
Kestra Advisory Services
Texas
$6.15M -$4.36M -72,010 -41%
WI
108
WrapManager Inc
California
$5.94M +$1.19M +19,734 +24%
FA
109
Freestate Advisors
Kansas
$5.92M +$6.04M +99,865 New
JCM
110
Janney Capital Management
Pennsylvania
$5.87M -$14.7M -243,486 -71%
Jane Street
111
Jane Street
New York
$5.81M +$5.93M +98,094 New
EWM
112
Evercore Wealth Management
New York
$5.73M -$208K -3,431 -3%
UB
113
UMB Bank
Missouri
$5.72M -$290K -4,799 -5%
ANTB
114
AMG National Trust Bank
Colorado
$5.71M -$258K -4,260 -4%
Verition Fund Management
115
Verition Fund Management
Connecticut
$5.71M -$16.2M -268,516 -74%
WCWM
116
Wooster Corthell Wealth Management
Connecticut
$5.63M -$27.5K -455 -0.5%
CWA
117
Carolina Wealth Advisors
South Carolina
$5.42M +$158K +2,605 +3%
HW
118
Hancock Whitney
Mississippi
$5.29M -$21.9M -362,774 -80%
OWA
119
Outlook Wealth Advisors
Texas
$5.15M +$3.53M +58,288 +203%
PBO
120
Peoples Bank (Ohio)
Ohio
$5.13M -$2.19M -36,163 -29%
Citigroup
121
Citigroup
New York
$5.07M -$2.42M -40,001 -32%
FTUS
122
Flow Traders U.S.
New York
$5.04M -$1.14M -18,921 -18%
DP
123
DDD Partners
Washington
$4.91M +$458K +7,567 +10%
CPSC
124
Carl P. Sherr & Co
Massachusetts
$4.82M +$324K +5,358 +7%
IFA
125
Interactive Financial Advisors
Illinois
$4.8M -$401K -6,633 -8%

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.