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iShares 5-10 Year Investment Grade Corporate Bond ETF

550 hedge funds and large institutions have $8.97B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 187 increasing their positions, 184 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 47

4% more funds holding

Funds holding: 530550 (+20)

2.01% more ownership

Funds ownership: 79.69%81.7% (+2%)

2% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 184

0% more funds holding in top 10

Funds holding in top 10: 4242 (0)

1% less capital invested

Capital invested by funds: $9.04B → $8.97B (-$72.9M)

Holders
550
Holders Change
+20
Holders Change %
+3.77%
% of All Funds
8.46%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.65%
New
77
Increased
187
Reduced
184
Closed
47
Calls
$2.64M
Puts
Net Calls
+$2.64M
Net Calls Change
-$139M
Name Holding Trade Value Shares
Change
Change in
Stake
DP
226
Dearborn Partners
Illinois
$1.25M -$7.32K -123 -0.6%
SPC
227
Sigma Planning Corp
Michigan
$1.22M -$20.7K -347 -2%
MIAN
228
Mariner Independent Advisor Network
Kansas
$1.21M -$397K -6,662 -25%
HPC
229
HM Payson & Co
Maine
$1.21M +$60 +1 +0%
MPW
230
MA Private Wealth
California
$1.2M -$438K -7,356 -27%
VST
231
Van Strum & Towne
California
$1.2M -$125K -2,100 -9%
AFS
232
Annapolis Financial Services
Maryland
$1.19M
PIMG
233
Patriot Investment Management Group
Tennessee
$1.17M -$3.93K -66 -0.3%
DAS
234
Dynamic Advisor Solutions
Arizona
$1.17M -$1.75M -29,326 -60%
BCWM
235
Bartlett & Co Wealth Management
Ohio
$1.16M -$93.5K -1,570 -7%
BC
236
Bartlett & Co
Ohio
$1.16M -$93.5K -1,570 -7%
LNC
237
Lincoln National Corp
Pennsylvania
$1.15M -$288K -4,838 -20%
SWM
238
Spire Wealth Management
Virginia
$1.14M +$2.32K +39 +0.2%
ATC
239
Argent Trust Co
Tennessee
$1.12M
AA
240
Apriem Advisors
California
$1.11M +$8.87K +149 +0.8%
State Street
241
State Street
Massachusetts
$1.09M +$3.1K +52 +0.3%
BFG
242
Barber Financial Group
Kansas
$1.09M -$233K -3,907 -18%
FHA
243
First Horizon Advisors
Tennessee
$1.09M -$32K -538 -3%
AG
244
Ascent Group
Virginia
$1.08M +$1.11M +18,586 New
EIG
245
Ellenbecker Investment Group
Wisconsin
$1.08M -$150K -2,517 -12%
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$1.08M +$480K +8,059 +80%
SAS
247
Sanford Advisory Services
Michigan
$1.07M +$2.98K +50 +0.3%
FA
248
FC Advisory
Pennsylvania
$1.06M +$4.7K +79 +0.4%
BA
249
Bellwether Advisors
Nebraska
$1.04M -$52.6K -883 -5%
LWM
250
Loveless Wealth Management
Montana
$1.04M -$11.5K -194 -1%

IGIB Hedge Fund Activity: Q4 2021 in Review

550 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2021, worth a combined $8.97B — down 0.81% from $9.04B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new IGIB positions and 47 closed out — a net gain of 30 holders — while 187 added to existing stakes and 184 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $224M. The largest seller was Dai-ichi Life Insurance Company, cutting an estimated $279M.

  • 550 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2021, up from 530 in Q3 2021.
  • Funds reported $8.97B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2021, down 0.81% quarter-over-quarter.
  • 77 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2021 and 47 closed out, a net change of +30 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $224M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2021 was Dai-ichi Life Insurance Company, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2021.