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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
OFG
201
OTA Financial Group
New York
$1.78M +$1.82M +30,107 New
SAS
202
Sage Advisory Services
Texas
$1.77M +$405K +6,690 +29%
RW
203
Rede Wealth
Virginia
$1.76M +$103K +1,708 +6%
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$1.76M +$173K +2,854 +11%
TIA
205
Tiemann Investment Advisors
California
$1.75M -$7.56K -125 -0.4%
SB
206
Simmons Bank
Arkansas
$1.73M -$2.38M -39,378 -57%
SFS
207
Sowell Financial Services
Arkansas
$1.73M +$1.35M +22,285 +334%
Millennium Management
208
Millennium Management
New York
$1.72M -$2M -33,026 -53%
KWA
209
KCS Wealth Advisory
California
$1.71M +$166K +2,736 +10%
PCM
210
Parsons Capital Management
Rhode Island
$1.68M -$11.3K -187 -0.7%
MMA
211
Miracle Mile Advisors
California
$1.68M -$60K -992 -3%
HPM
212
Hudson Portfolio Management
New York
$1.67M +$1.7M +28,155 New
CA
213
Cetera Advisors
Colorado
$1.66M -$199K -3,290 -11%
Comerica Bank
214
Comerica Bank
Texas
$1.65M -$169K -2,787 -9%
Barclays
215
Barclays
United Kingdom
$1.62M +$81.7K +1,350 +5%
MIAN
216
Mariner Independent Advisor Network
Kansas
$1.57M -$898K -14,852 -36%
1IA
217
1834 Investment Advisors
Wisconsin
$1.55M -$495K -8,189 -24%
PFM
218
Phillips Financial Management
Indiana
$1.54M +$186K +3,077 +13%
ACP
219
Ashfield Capital Partners
California
$1.53M +$159K +2,623 +11%
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$1.52M +$104K +1,721 +7%
WTC
221
WhitTier Trust Company
Nevada
$1.49M -$12.1K -200 -0.8%
PCG
222
Private Capital Group
Connecticut
$1.46M +$35.7K +590 +2%
LFS
223
Lutz Financial Services
Nebraska
$1.44M -$26K -430 -2%
MSS
224
Mitchell Sinkler & Starr
Pennsylvania
$1.43M +$324K +5,360 +29%
Luther King Capital Management (LKCM)
225
Luther King Capital Management (LKCM)
Texas
$1.43M

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.