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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
Millennium Management
201
Millennium Management
New York
$1.69M -$68.8K -1,149 -4%
RW
202
Rede Wealth
Virginia
$1.69M -$115K -1,929 -6%
NFG
203
Next Financial Group
Texas
$1.68M -$1.41M -23,593 -46%
MMA
204
Miracle Mile Advisors
California
$1.67M -$44.7K -747 -3%
FFWM
205
Future Financial Wealth Management
Ohio
$1.66M +$240K +4,001 +17%
GSEP
206
Golden State Equity Partners
California
$1.64M +$1.63M +27,145 New
WA
207
Wambolt & Associates
Colorado
$1.64M -$1.02M -17,045 -39%
CPSC
208
Carl P. Sherr & Co
Massachusetts
$1.64M -$3.25M -54,259 -67%
MIAN
209
Mariner Independent Advisor Network
Kansas
$1.63M +$19K +317 +1%
JFL
210
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.62M
NA
211
NewEdge Advisors
Louisiana
$1.61M -$497K -8,305 -24%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$1.58M -$214K -3,571 -12%
WTC
213
WhitTier Trust Company
Nevada
$1.58M +$61.1K +1,020 +4%
GDP
214
Great Diamond Partners
Maine
$1.57M +$198K +3,302 +15%
HPM
215
Hudson Portfolio Management
New York
$1.56M -$146K -2,444 -9%
SIA
216
Strategic Investment Advisors
Michigan
$1.55M +$901K +15,056 +142%
SPC
217
Sigma Planning Corp
Michigan
$1.54M -$569K -9,497 -27%
MSS
218
Mitchell Sinkler & Starr
Pennsylvania
$1.49M +$34.4K +575 +2%
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$1.49M -$65K -1,085 -4%
Comerica Bank
220
Comerica Bank
Texas
$1.49M -$182K -3,032 -11%
ACP
221
Ashfield Capital Partners
California
$1.48M -$88.7K -1,481 -6%
BC
222
Bartlett & Co
Ohio
$1.47M -$514K -8,580 -26%
BCWM
223
Bartlett & Co Wealth Management
Ohio
$1.47M -$514K -8,580 -26%
LFS
224
Lutz Financial Services
Nebraska
$1.47M -$1.08K -18 -0.1%
RMC
225
Resources Management Corp
Connecticut
$1.46M +$1.44M +24,134 New

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.