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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
BHB
376
Bank Hapoalim BM
Israel
$354K
PIA
377
Pinion Investment Advisors
Kansas
$354K +$4.64K +78 +1%
HCM
378
Hengehold Capital Management
Ohio
$350K +$70K +1,176 +25%
JAG
379
Journey Advisory Group
Kentucky
$345K -$5.95K -100 -2%
GA
380
Greytown Advisors
Florida
$344K +$119K +2,000 +53%
PG
381
Prostatis Group
Maryland
$340K -$45.5K -764 -12%
YIA
382
YHB Investment Advisors
Connecticut
$340K +$8.45K +142 +3%
HA
383
Herold Advisors
New York
$337K -$22.3K -375 -6%
WF
384
Welch & Forbes
Massachusetts
$333K
V
385
Veritable
Delaware
$332K
CAG
386
Csenge Advisory Group
Florida
$330K -$4.94K -83 -1%
AAS
387
Avantax Advisory Services
Texas
$329K +$7.44K +125 +2%
AWM
388
Axxcess Wealth Management
California
$327K +$329K +5,525 New
KP
389
Keel Point
Alabama
$323K -$6.13K -103 -2%
BCV
390
Banque Cantonale Vaudoise
Switzerland
$322K
SFS
391
Security Financial Services
Indiana
$322K +$323K +5,427 New
ClearBridge Investments
392
ClearBridge Investments
New York
$321K -$3.69K -62 -1%
MOS
393
MGO One Seven
Ohio
$317K +$74.5K +1,251 +31%
TPCW
394
TD Private Client Wealth
New York
$316K -$531K -8,914 -63%
WIA
395
World Investment Advisors
California
$314K -$92.4K -1,553 -22%
SFG
396
Summit Financial Group
West Virginia
$313K +$7.44K +125 +2%
SG
397
StoneX Group
New York
$311K -$136K -2,280 -30%
PSUF
398
People's United Financial
Connecticut
$311K -$4.23K -71 -1%
VCA
399
Verdence Capital Advisors
Maryland
$310K +$41.7K +700 +15%
DFC
400
DBK Financial Counsel
Ohio
$308K +$310K +5,202 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.