We are live on ! Find out more
IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF

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: 544530 (-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: 4442 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SB
201
Simmons Bank
Arkansas
$1.66M -$46.5K -765 -3%
FFWM
202
Future Financial Wealth Management
Ohio
$1.66M
MPW
203
MA Private Wealth
California
$1.65M -$9.01M -148,324 -84%
MIAN
204
Mariner Independent Advisor Network
Kansas
$1.63M +$14.8K +243 +0.9%
MMA
205
Miracle Mile Advisors
California
$1.63M -$31.5K -519 -2%
WTC
206
WhitTier Trust Company
Nevada
$1.59M +$14.6K +240 +0.9%
GDP
207
Great Diamond Partners
Maine
$1.57M +$15.2K +251 +1%
RFN
208
RDA Financial Network
Iowa
$1.57M +$165K +2,718 +12%
WA
209
Wambolt & Associates
Colorado
$1.54M -$95K -1,564 -6%
ACP
210
Ashfield Capital Partners
California
$1.54M +$73.9K +1,216 +5%
NA
211
NewEdge Advisors
Louisiana
$1.53M -$65.7K -1,082 -4%
HPM
212
Hudson Portfolio Management
New York
$1.5M -$39.5K -650 -3%
SIA
213
Strategic Investment Advisors
Michigan
$1.49M -$51.1K -842 -3%
RW
214
Rede Wealth
Virginia
$1.49M -$190K -3,123 -11%
MSS
215
Mitchell Sinkler & Starr
Pennsylvania
$1.48M
LFS
216
Lutz Financial Services
Nebraska
$1.46M +$729 +12 +0%
LNC
217
Lincoln National Corp
Pennsylvania
$1.46M +$469K +7,717 +47%
CAM
218
Caprin Asset Management
Virginia
$1.45M +$66.6K +1,097 +5%
PCG
219
Private Capital Group
Connecticut
$1.44M +$81.8K +1,347 +6%
VC
220
Vicus Capital
Pennsylvania
$1.44M +$55.9K +921 +4%
GWM
221
GSB Wealth Management
Connecticut
$1.42M +$3.83K +63 +0.3%
PA
222
Probity Advisors
Texas
$1.41M -$2.49K -41 -0.2%
CPSC
223
Carl P. Sherr & Co
Massachusetts
$1.38M -$247K -4,070 -15%
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$1.36M -$117K -1,934 -8%
MM
225
Meridian Management
Arkansas
$1.35M +$9.9K +163 +0.7%

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.