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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
CA
351
Continuum Advisory
Idaho
$437K
PP
352
Palladium Partners
Virginia
$430K -$140K -2,349 -24%
SXL
353
Summit X LLC
Missouri
$424K
SCG
354
Sonata Capital Group
Washington
$421K
IF
355
Intrua Financial
Texas
$421K +$893 +15 +0.2%
MA
356
MUFG Americas
New York
$418K
FFG
357
Fullen Financial Group
Ohio
$417K +$2.5K +42 +0.6%
GBT
358
Grove Bank & Trust
Florida
$415K
WS
359
Wedbush Securities
California
$407K +$59.4K +997 +17%
FM
360
Family Management
New York
$406K
SIM
361
Stratos Investment Management
Ohio
$405K +$51.5K +865 +14%
IIC
362
Integrated Investment Consultants
Michigan
$402K +$404K +6,781 New
WP
363
WealthSource Partners
California
$399K -$353K -5,927 -47%
TF
364
TimeScale Financial
Massachusetts
$397K
FCA
365
FLC Capital Advisors
California
$395K
M&T Bank
366
M&T Bank
New York
$388K
WWM
367
Western Wealth Management
Colorado
$385K +$386K +6,486 New
AUB
368
Atlantic Union Bankshares
Virginia
$366K -$14.2K -239 -4%
SSWM
369
Sheets Smith Wealth Management
North Carolina
$361K -$17.9K -300 -5%
FT
370
Fiduciary Trust
Massachusetts
$361K
ACK
371
Andrew C. Karlinski
$361K +$363K +6,092 New
OPWM
372
Oxinas Partners Wealth Management
Indiana
$357K +$13.4K +225 +4%
5L
373
55I LLC
Massachusetts
$356K -$32.5K -546 -8%
SAF
374
Smith Anglin Financial
Texas
$356K -$22.3K -374 -6%
DWT
375
Dorsey & Whitney Trust
South Dakota
$356K +$357K +6,000 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.