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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
VAS
176
Vestmark Advisory Solutions
Massachusetts
$2.25M -$761K -12,715 -25%
BOTW
177
Bank of the West
California
$2.25M -$242K -4,038 -10%
PWW
178
Pettyjohn Wood & White
Virginia
$2.21M +$29K +485 +1%
CCM
179
Coe Capital Management
Illinois
$2.19M +$79.7K +1,331 +4%
CCA
180
Conservest Capital Advisors
Pennsylvania
$2.12M +$150K +2,508 +8%
PFM
181
Phillips Financial Management
Indiana
$2.08M +$498K +8,319 +32%
Prudential Financial
182
Prudential Financial
New Jersey
$2.06M -$70.6K -1,180 -3%
GVAG
183
Great Valley Advisor Group
Delaware
$2.06M +$1.22M +20,439 +149%
WAS
184
Wealth Advisory Solutions
Indiana
$2.06M -$2.1M -35,090 -51%
NAM
185
NTV Asset Management
West Virginia
$2.05M -$400K -6,688 -17%
CWM
186
Calamos Wealth Management
Illinois
$2.04M +$127K +2,124 +7%
HI
187
Harbour Investments
Wisconsin
$2.01M -$121K -2,017 -6%
GM
188
GeoWealth Management
Illinois
$1.98M -$19.8K -331 -1%
KWA
189
KCS Wealth Advisory
California
$1.97M +$220K +3,683 +13%
MA
190
Mutual Advisors
Nebraska
$1.95M +$8.74K +146 +0.5%
SAS
191
Sage Advisory Services
Texas
$1.95M +$140K +2,343 +8%
4WM
192
4J Wealth Management
Virginia
$1.87M -$163K -2,720 -8%
PF
193
Phoenix Financial
Israel
$1.87M -$4.58M -76,511 -71%
DSC
194
Duncker Streett & Co
Missouri
$1.86M -$556K -9,289 -23%
TFA
195
Tranquilli Financial Advisor
New Jersey
$1.85M +$958 +16 +0.1%
TIA
196
Tiemann Investment Advisors
California
$1.79M
PCM
197
Parsons Capital Management
Rhode Island
$1.78M +$58.3K +974 +3%
TPWA
198
TRUE Private Wealth Advisors
Oregon
$1.75M -$33.5M -559,113 -95%
SB
199
Simmons Bank
Arkansas
$1.72M -$46.3K -773 -3%
PFA
200
Pinnacle Family Advisors
Missouri
$1.72M -$206K -3,433 -11%

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.