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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
SI
326
Shaker Investments
Ohio
$514K +$77.2K +1,297 +18%
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$512K +$514K +8,640 New
CG
328
Colony Group
Massachusetts
$510K
SSB
329
Sandy Spring Bank
Maryland
$506K +$3.04K +51 +0.6%
1IA
330
1834 Investment Advisors
Wisconsin
$502K -$144K -2,418 -22%
NB
331
Nicolet Bankshares
Wisconsin
$500K +$54K +907 +12%
TC
332
Trilogy Capital
California
$494K -$8.69K -146 -2%
RPCA
333
Running Point Capital Advisors
California
$492K +$50K +840 +11%
CI
334
CX Institutional
Indiana
$486K +$1.43K +24 +0.3%
Fidelity Investments
335
Fidelity Investments
Massachusetts
$486K +$11.2K +188 +2%
FM
336
Foster & Motley
Ohio
$485K +$51.2K +860 +12%
IP
337
Investment Partners
Ohio
$482K +$1.25K +21 +0.3%
FA
338
Flagstar Advisors
New York
$479K +$11K +184 +2%
BRWA
339
B. Riley Wealth Advisors
Florida
$473K -$29.2K -490 -6%
TSA
340
Tri-Star Advisors
Texas
$470K
LG
341
LaFleur & Godfrey
Michigan
$462K -$33.9K -570 -7%
CAPTRUST Financial Advisors
342
CAPTRUST Financial Advisors
North Carolina
$457K +$47.9K +804 +12%
LF
343
Lee Financial
Texas
$456K
SP
344
Successful Portfolios
Florida
$452K -$20.8K -350 -4%
SFP
345
Shepherd Financial Partners
Massachusetts
$451K -$84.8K -1,424 -16%
FWM
346
Foresight Wealth Management
Utah
$450K
SBL
347
Sargent Bickham Lagudis
Colorado
$448K
PAS
348
Park Avenue Securities
New York
$439K -$223K -3,748 -34%
FWP
349
FAS Wealth Partners
Kansas
$438K -$18K -302 -4%
CA
350
CGN Advisors
Kansas
$438K +$440K +7,396 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.