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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
BCI
151
Brinker Capital Investments
Pennsylvania
$3.35M -$7.56M -124,900 -69%
A
152
AdvicePeriod
California
$3.3M +$127K +2,094 +4%
PCM
153
Pointe Capital Management
Michigan
$3.23M
CS
154
Comerica Securities
Michigan
$3.22M -$2.48K -41 -0.1%
NGA
155
Naples Global Advisors
Florida
$3.2M +$314K +5,193 +11%
HighTower Advisors
156
HighTower Advisors
Illinois
$3.18M +$48K +793 +1%
AIP
157
Ameritas Investment Partners
Nebraska
$3.06M -$65.2K -1,078 -2%
NFG
158
Next Financial Group
Texas
$3.04M -$1.36M -22,438 -30%
AIM
159
Acropolis Investment Management
Missouri
$3.03M -$4.11K -68 -0.1%
CMP
160
Courage Miller Partners
Virginia
$3M
VAS
161
Vestmark Advisory Solutions
Massachusetts
$2.96M -$745K -12,312 -20%
SPIA
162
Steward Partners Investment Advisory
New York
$2.73M -$353K -5,829 -11%
PPA
163
Parametric Portfolio Associates
Washington
$2.73M
CB
164
Commerce Bank
Missouri
$2.71M +$238K +3,940 +9%
FM
165
Family Management
New York
$2.7M -$514K -8,497 -16%
OPWM
166
Oakwell Private Wealth Management
Texas
$2.62M +$336K +5,547 +14%
WA
167
Wambolt & Associates
Colorado
$2.62M +$814K +13,454 +44%
CFGS
168
Concourse Financial Group Securities
Alabama
$2.59M -$200K -3,302 -7%
S
169
Surevest
California
$2.58M +$11.4K +189 +0.4%
PA
170
PFG Advisors
Arizona
$2.58M -$1M -16,570 -28%
BIA
171
Bigelow Investment Advisors
Maine
$2.54M +$205K +3,386 +9%
AI
172
Atria Investments
North Carolina
$2.54M -$213K -3,527 -8%
LWP
173
Lumature Wealth Partners
Georgia
$2.51M +$655K +10,822 +34%
BOTW
174
Bank of the West
California
$2.44M -$37.7K -624 -1%
CCT
175
Country Club Trust
Missouri
$2.41M -$50.2K -830 -2%

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.