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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

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: 544 → 530 (-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: 44 → 42 (-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

Top Buyers

Rank Fund Capital Flow
1
MYLI
Meiji Yasuda Life Insurance
Japan
+$228M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$60.5M
3
Charles Schwab
Charles Schwab
California
+$54M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$45.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$41.8M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$392M
2
PWAG
Polaris Wealth Advisory Group
California
-$50.7M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$47.4M
4
Jane Street
Jane Street
New York
-$35.2M
5
AC
Allstate Corporation
Illinois
-$32.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
151
Lineweaver Wealth Advisors
Ohio
$2.99M -$214K -3,520 -7%
SAS
152
Stelac Advisory Services
New York
$2.98M -$119K -1,952 -4%
DAS
153
Dynamic Advisor Solutions
Arizona
$2.94M -$392K -6,450 -12%
CMP
154
Courage Miller Partners
Virginia
$2.93M -$64K -1,054 -2%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$2.91M +$360K +5,922 +14%
Renaissance Technologies
156
Renaissance Technologies
New York
$2.82M +$2.85M +47,000 New
CB
157
Commerce Bank
Missouri
$2.81M – – –
PPA
158
Parametric Portfolio Associates
Washington
$2.77M – – –
S
159
Surevest
California
$2.77M +$98.6K +1,623 +4%
SGI
160
Summit Global Investments
Utah
$2.73M +$2.76M +45,506 New
VFA
161
Voya Financial Advisors
Connecticut
$2.66M +$17.1K +281 +0.6%
TPWA
162
TRUE Private Wealth Advisors
Oregon
$2.65M +$928K +15,275 +53%
MA
163
Mutual Advisors
Nebraska
$2.63M +$699K +11,506 +36%
Luther King Capital Management (LKCM)
164
Luther King Capital Management (LKCM)
Texas
$2.61M – – –
AWM
165
AE Wealth Management
Kansas
$2.6M +$189K +3,113 +8%
PFM
166
Phillips Financial Management
Indiana
$2.57M +$514K +8,461 +25%
SPIA
167
Steward Partners Investment Advisory
New York
$2.54M -$150K -2,474 -6%
BIA
168
Bigelow Investment Advisors
Maine
$2.52M -$51K -839 -2%
CCT
169
Country Club Trust
Missouri
$2.43M +$72.8K +1,198 +3%
FPCM
170
Financial Partners Capital Management
New York
$2.39M -$17.9K -294 -0.7%
CA
171
Cetera Advisors
Colorado
$2.38M +$74.5K +1,227 +3%
SAS
172
Sage Advisory Services
Texas
$2.35M +$423K +6,968 +22%
Prudential Financial
173
Prudential Financial
New Jersey
$2.33M +$261K +4,290 +13%
GIC
174
GFI Investment Counsel
Ontario, Canada
$2.23M – – –
PWW
175
Pettyjohn Wood & White
Virginia
$2.19M +$6.07K +100 +0.3%
5 6
7
8 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.