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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
LWA
126
Lineweaver Wealth Advisors
Ohio
$4.78M -$2.55M -42,220 -34%
FPFS
127
First Personal Financial Services
North Carolina
$4.71M -$190K -3,134 -4%
VFA
128
Voya Financial Advisors
Connecticut
$4.71M -$174K -2,875 -3%
PP
129
Palladium Partners
Virginia
$4.67M -$1.74M -28,690 -27%
Northern Trust
130
Northern Trust
Illinois
$4.51M +$20.4M +337,901 +5%
BWAM
131
Boyd Watterson Asset Management
Ohio
$4.49M -$47.7K -789 -1%
EGA
132
Eagle Global Advisors
Texas
$4.39M -$35.8K -591 -0.8%
NAM
133
Nationwide Asset Management
Ohio
$4.21M +$581K +9,600 +16%
BF
134
BOK Financial
Oklahoma
$4.19M +$300K +4,954 +8%
GIA
135
Granite Investment Advisors
New Hampshire
$4.14M +$608K +10,048 +17%
GIM
136
Goelzer Investment Management
Indiana
$3.97M +$373K +6,159 +10%
WB
137
Webster Bank
Connecticut
$3.96M +$88.7K +1,466 +2%
RB
138
Renasant Bank
Mississippi
$3.9M +$8.35K +138 +0.2%
BS
139
Banco Santander
Spain
$3.78M
CTA
140
Chesley Taft & Associates
Illinois
$3.74M -$998K -16,495 -21%
SAS
141
Stelac Advisory Services
New York
$3.72M -$6.11M -101,042 -62%
DAS
142
Dynamic Advisor Solutions
Arizona
$3.72M -$178K -2,939 -4%
AWM
143
AE Wealth Management
Kansas
$3.71M -$294K -4,860 -7%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$3.69M +$170K +2,818 +5%
CF
145
Centaurus Financial
California
$3.64M +$23.1K +382 +0.6%
DWM
146
Dakota Wealth Management
Florida
$3.53M -$716K -11,841 -17%
RJT
147
Raymond James Trust
Florida
$3.52M +$98.3K +1,625 +3%
22CM
148
20/20 Capital Management
California
$3.49M +$375K +6,195 +12%
WT
149
Whittier Trust
California
$3.41M -$8.04K -133 -0.2%
WPC
150
White Pine Capital
Minnesota
$3.41M -$28.2K -467 -0.8%

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.