We are live on ! Find out more
IGIB icon

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
CS
301
Credit Suisse
Switzerland
$664K
AF
302
Allworth Financial
California
$659K +$14.1K +237 +2%
Bank Julius Baer & Co
303
Bank Julius Baer & Co
Switzerland
$650K -$203K -3,402 -24%
MIH
304
Meitav Investment House
Israel
$646K -$57.4K -965 -8%
AWE
305
Avidian Wealth Enterprises
Texas
$646K
NFG
306
Nations Financial Group
Iowa
$634K -$5.24K -88 -0.8%
TNBTD
307
Trustmark National Bank Trust Department
Mississippi
$631K
EWM
308
Empirical Wealth Management
Washington
$630K +$50.8K +854 +9%
FWA
309
FOCUS Wealth Advisors
Texas
$618K
William Blair & Company
310
William Blair & Company
Illinois
$609K +$151K +2,543 +33%
SIC
311
Shoker Investment Counsel
Ohio
$607K -$333K -5,586 -35%
NA
312
Nottingham Advisors
New York
$593K
TC
313
TAP Consulting
Missouri
$593K +$5.77K +97 +1%
HNB
314
Huntington National Bank
Ohio
$591K
CGFA
315
Colton Groome Financial Advisors
North Carolina
$572K +$104K +1,747 +22%
RFC
316
Regions Financial Corp
Alabama
$571K +$189K +3,176 +49%
KA
317
Kovack Advisors
Florida
$553K -$323K -5,425 -37%
EWM
318
Endurance Wealth Management
Rhode Island
$550K +$25.3K +425 +5%
GIA
319
Gladstone Institutional Advisory
Florida
$533K +$24.6K +414 +5%
NLG
320
New Legacy Group
New York
$533K +$536K +9,000 New
LF
321
LifeSteps Financial
California
$529K
WP
322
WealthPLAN Partners
Nebraska
$525K
BCM
323
Boltwood Capital Management
California
$525K +$150K +2,514 +40%
HCA
324
Heck Capital Advisors
Wisconsin
$524K +$2.02K +34 +0.4%
EDRH
325
Edmond de Rothschild Holding
Switzerland
$514K -$64.7K -1,087 -11%

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.