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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
DSN
276
D. Scott Neal
Kentucky
$797K -$43.8M -735,212 -98%
DHFB
277
Dixon Hubard Feinour & Brown
Virginia
$789K +$260K +4,375 +49%
GM
278
GeoWealth Management
Illinois
$787K -$1.01M -16,988 -56%
Fisher Asset Management
279
Fisher Asset Management
Washington
$772K +$27.2K +457 +4%
SWA
280
Stratos Wealth Advisors
Ohio
$766K +$769K +12,926 New
SB
281
Simmons Bank
Arkansas
$764K -$882K -14,818 -53%
Man Group
282
Man Group
United Kingdom
$763K -$2.59M -43,530 -77%
FAIM
283
Financial Advocates Investment Management
Washington
$763K -$4.17K -70 -0.5%
EAM
284
Eagle Asset Management
Florida
$760K +$64.7K +1,087 +9%
PCA
285
Peddock Capital Advisors
Massachusetts
$759K
APSP
286
Asset Planning Services (Pennsylvania)
Pennsylvania
$757K -$66.2K -1,112 -8%
JWCA
287
J.W. Cole Advisors
Florida
$720K +$723K +12,150 New
HIS
288
Horizon Investment Services
Indiana
$719K -$2.08K -35 -0.3%
CC
289
Courier Capital
New York
$707K -$83.3K -1,400 -11%
BCA
290
Bray Capital Advisors
Florida
$707K -$2.98K -50 -0.4%
FG
291
Fiduciary Group
Georgia
$696K
FWM
292
Focused Wealth Management
New York
$696K +$6.31K +106 +0.9%
CAN
293
Cetera Advisor Networks
California
$691K -$32.7K -550 -5%
RFO
294
RiverGlades Family Offices
Florida
$688K -$8.04K -135 -1%
Creative Planning
295
Creative Planning
Kansas
$682K +$311K +5,218 +83%
SWP
296
Stratos Wealth Partners
Ohio
$679K -$7.14K -120 -1%
PA
297
PFG Advisors
Arizona
$678K -$11.8K -198 -2%
OWP
298
Obermeyer Wealth Partners
Colorado
$676K -$179K -3,000 -21%
TFA
299
Teamwork Financial Advisors
Texas
$670K
VNIM
300
Vaughan Nelson Investment Management
Texas
$668K +$671K +11,275 New

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.