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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.85B +$60.5M +996,821 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$552M +$18.3M +301,074 +3%
DILIC
3
Dai-ichi Life Insurance Company
Japan
$478M
MYLI
4
Meiji Yasuda Life Insurance
Japan
$467M +$228M +3,745,700 +93%
UCFA
5
United Capital Financial Advisors
Texas
$380M +$1.35M +22,175 +0.4%
AC
6
Allstate Corporation
Illinois
$327M -$32.6M -536,890 -9%
AssetMark Inc
7
AssetMark Inc
California
$302M +$13M +214,544 +4%
Charles Schwab
8
Charles Schwab
California
$269M +$54M +888,586 +25%
Ameriprise
9
Ameriprise
Minnesota
$223M -$5.04M -83,045 -2%
Morgan Stanley
10
Morgan Stanley
New York
$202M +$7.81M +128,656 +4%
Bank of America
11
Bank of America
North Carolina
$198M -$2.05M -33,769 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$176M +$12.3M +202,742 +7%
Goldman Sachs
13
Goldman Sachs
New York
$173M +$13.3M +219,262 +8%
MMI
14
Matson Money Inc
Ohio
$169M +$5.26M +86,516 +3%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$166M +$2.64M +43,509 +2%
Wells Fargo
16
Wells Fargo
California
$124M -$717K -11,810 -0.6%
Franklin Resources
17
Franklin Resources
California
$116M +$1.42M +23,316 +1%
UBS Group
18
UBS Group
Switzerland
$116M -$4.6M -75,731 -4%
KeyBank National Association
19
KeyBank National Association
Ohio
$87.1M +$2.28M +37,569 +3%
BlackRock
20
BlackRock
New York
$84.7M -$392M -6,448,387 -82%
PI
21
PFS Investments
Georgia
$74.2M +$5.16M +85,021 +7%
KFAA
22
Klaas Financial Asset Advisors
Illinois
$68.5M +$2.46M +40,443 +4%
LPL Financial
23
LPL Financial
California
$64.6M +$5.28M +86,973 +9%
Truist Financial
24
Truist Financial
North Carolina
$64.6M +$1.39M +22,941 +2%
RJA
25
Raymond James & Associates
Florida
$60.9M +$2.25M +37,083 +4%

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.