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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.58B +$416M +6,874,657 +35%
BlackRock
2
BlackRock
New York
$547M -$4.99M -82,519 -0.9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$502M +$34M +562,272 +7%
FRBONY
4
Federal Reserve Bank of New York
New York
$477M
DILIC
5
Dai-ichi Life Insurance Company
Japan
$435M +$94.4M +1,561,000 +27%
UCFA
6
United Capital Financial Advisors
Texas
$368M +$18.4M +304,434 +5%
AC
7
Allstate Corporation
Illinois
$295M +$7.62M +126,027 +3%
Ameriprise
8
Ameriprise
Minnesota
$266M -$20.3M -335,035 -7%
MYLI
9
Meiji Yasuda Life Insurance
Japan
$239M +$56.9M +940,000 +30%
Wells Fargo
10
Wells Fargo
California
$229M +$972K +16,070 +0.4%
Bank of America
11
Bank of America
North Carolina
$216M +$14.1M +233,913 +7%
Morgan Stanley
12
Morgan Stanley
New York
$181M -$10.3M -169,494 -5%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$162M +$4.39M +72,523 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$160M +$793K +13,112 +0.5%
MMI
15
Matson Money Inc
Ohio
$159M +$24.3M +402,015 +18%
Charles Schwab
16
Charles Schwab
California
$151M +$5.98M +98,827 +4%
UBS Group
17
UBS Group
Switzerland
$122M +$386K +6,378 +0.3%
Franklin Resources
18
Franklin Resources
California
$115M +$1.48M +24,495 +1%
KeyBank National Association
19
KeyBank National Association
Ohio
$88M -$1.17M -19,411 -1%
Stifel Financial
20
Stifel Financial
Missouri
$71.5M -$410K -6,775 -0.6%
DSN
21
D. Scott Neal
Kentucky
$65.4M +$37.6M +620,783 +128%
RJA
22
Raymond James & Associates
Florida
$64.1M -$3.68M -60,771 -5%
PI
23
PFS Investments
Georgia
$61.8M +$8.92M +147,493 +16%
KFAA
24
Klaas Financial Asset Advisors
Illinois
$60.5M -$1.6M -26,378 -3%
Truist Financial
25
Truist Financial
North Carolina
$58.9M +$6.07M +100,390 +11%

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.