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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
NAM
176
NTV Asset Management
West Virginia
$2.4M -$257K -4,247 -9%
DSC
177
Duncker Streett & Co
Missouri
$2.37M +$726 +12 +0%
FPCM
178
Financial Partners Capital Management
New York
$2.35M +$1.39M +23,060 +139%
GIC
179
GFI Investment Counsel
Ontario, Canada
$2.25M +$394K +6,511 +21%
EIG
180
Ellenbecker Investment Group
Wisconsin
$2.24M -$3.75M -62,050 -62%
LG
181
LaFleur & Godfrey
Michigan
$2.23M +$818K +13,520 +56%
HWAM
182
Hennion & Walsh Asset Management
New Jersey
$2.21M +$2.26M +37,317 New
PWW
183
Pettyjohn Wood & White
Virginia
$2.13M -$234K -3,875 -10%
Prudential Financial
184
Prudential Financial
New Jersey
$2.09M -$518K -8,566 -20%
HI
185
Harbour Investments
Wisconsin
$2.08M +$2.13M +35,200 New
NA
186
NewEdge Advisors
Louisiana
$2.07M +$648K +10,711 +44%
SPC
187
Sigma Planning Corp
Michigan
$2.07M +$316K +5,216 +18%
CCM
188
Coe Capital Management
Illinois
$2.06M -$91K -1,505 -4%
4WM
189
4J Wealth Management
Virginia
$2M -$163K -2,700 -7%
GM
190
GeoWealth Management
Illinois
$1.96M -$130K -2,157 -6%
SWP
191
Stratos Wealth Partners
Ohio
$1.96M -$624K -10,312 -24%
BC
192
Bartlett & Co
Ohio
$1.95M +$139K +2,300 +8%
BCWM
193
Bartlett & Co Wealth Management
Ohio
$1.95M +$139K +2,300 +8%
CCA
194
Conservest Capital Advisors
Pennsylvania
$1.93M +$191K +3,153 +11%
BFG
195
Barber Financial Group
Kansas
$1.92M +$939K +15,525 +92%
MA
196
Mutual Advisors
Nebraska
$1.9M -$40.2K -665 -2%
PFA
197
Pinnacle Family Advisors
Missouri
$1.88M -$116K -1,917 -6%
CWM
198
Calamos Wealth Management
Illinois
$1.87M +$38.7K +639 +2%
COF
199
Capital One Financial
Virginia
$1.85M +$1.63M +26,913 +628%
TFA
200
Tranquilli Financial Advisor
New Jersey
$1.81M +$68.6K +1,134 +4%

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.