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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
FA
101
Freestate Advisors
Kansas
$7.32M +$1.27M +21,142 +21%
QAM
102
QCI Asset Management
New York
$7.16M +$251K +4,189 +4%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$7.05M -$1.13M -18,845 -14%
WA
104
Wealthstar Advisors
Texas
$6.79M +$6.7M +111,925 New
PAG
105
Private Advisor Group
New Jersey
$6.69M -$947K -15,825 -13%
KAS
106
Kestra Advisory Services
Texas
$6.61M +$319K +5,331 +5%
WI
107
WrapManager Inc
California
$6.51M +$433K +7,225 +7%
DWM
108
Destination Wealth Management
California
$6.33M -$69.7K -1,165 -1%
UWM
109
USAdvisors Wealth Management
Minnesota
$6.21M -$1.19M -19,952 -16%
ACA
110
Ackerman Capital Advisors
Texas
$6.21M -$293K -4,891 -5%
EWM
111
Evercore Wealth Management
New York
$6.12M +$258K +4,316 +4%
CWA
112
Carolina Wealth Advisors
South Carolina
$6.03M +$487K +8,127 +9%
JCM
113
Janney Capital Management
Pennsylvania
$5.89M -$110K -1,833 -2%
HW
114
Hancock Whitney
Mississippi
$5.84M +$431K +7,205 +8%
WCWM
115
Wooster Corthell Wealth Management
Connecticut
$5.75M -$120 -2 -0%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$5.59M -$1.01M -16,822 -15%
ANTB
117
AMG National Trust Bank
Colorado
$5.55M -$278K -4,645 -5%
PBO
118
Peoples Bank (Ohio)
Ohio
$5.28M +$35.6K +595 +0.7%
UB
119
UMB Bank
Missouri
$5.22M -$619K -10,341 -11%
IFA
120
Interactive Financial Advisors
Illinois
$5.07M +$164K +2,734 +3%
OWA
121
Outlook Wealth Advisors
Texas
$5.05M -$211K -3,526 -4%
GIM
122
Goelzer Investment Management
Indiana
$5.05M +$978K +16,336 +24%
PP
123
Palladium Partners
Virginia
$4.98M +$204K +3,408 +4%
FPGK
124
Financial Partners Group (Kansas)
Kansas
$4.87M -$5.11M -85,430 -52%
DP
125
DDD Partners
Washington
$4.76M -$249K -4,162 -5%

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.