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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
AWM
251
Adams Wealth Management
Utah
$1.04M +$1.04M +17,517 New
BHWM
252
Bar Harbor Wealth Management
New Hampshire
$1.03M +$106K +1,786 +11%
KC
253
Kenfarb & Co
Kentucky
$1.03M +$1.03M +17,361 New
CPSC
254
Carl P. Sherr & Co
Massachusetts
$1.02M -$341K -5,726 -25%
AAM
255
Autus Asset Management
Arizona
$1.01M -$2.8K -47 -0.3%
SMG
256
Spectrum Management Group
Indiana
$1.01M +$68.4K +1,149 +7%
Comerica Bank
257
Comerica Bank
Texas
$1M +$4.58K +77 +0.4%
FNBT
258
FineMark National Bank & Trust
Florida
$975K +$760K +12,770 +347%
SFG
259
StrategIQ Financial Group
Indiana
$973K -$96.6K -1,622 -9%
FPGK
260
Financial Partners Group (Kansas)
Kansas
$956K -$3.87M -65,021 -80%
AAS
261
Ameritas Advisory Services
Nebraska
$950K +$954K +16,033 New
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$904K -$442K -7,417 -33%
CCFCSB
263
Cape Cod Five Cents Savings Bank
Massachusetts
$904K +$908K +15,254 New
HIM
264
HawsGoodwin Investment Management
Tennessee
$887K
EPP
265
ETF Portfolio Partners
Kansas
$885K -$31.6K -530 -3%
BJL
266
Brighton Jones LLC
Washington
$884K +$60 +1 +0%
Citadel Advisors
267
Citadel Advisors
Florida
$884K +$887K +14,908 New
KWM
268
Kingsview Wealth Management
Oregon
$867K +$135K +2,261 +18%
HPM
269
Hudson Portfolio Management
New York
$849K -$639K -10,730 -43%
BEI
270
Benjamin Edwards Inc
Missouri
$847K +$22.3K +374 +3%
AWM
271
Apollon Wealth Management
South Carolina
$836K +$840K +14,107 New
DIA
272
Dana Investment Advisors
Wisconsin
$835K +$68.9K +1,157 +9%
GCL
273
Gouws Capital LLC
North Carolina
$827K +$831K +13,959 New
FTS
274
Fifth Third Securities
Ohio
$826K +$140K +2,346 +20%
AFP
275
Ausdal Financial Partners
Iowa
$798K -$174K -2,923 -18%

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.