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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
IA
401
IFP Advisors
Florida
$307K +$15.9K +267 +6%
GWM
402
GDS Wealth Management
Texas
$304K +$305K +5,122 New
HGERS
403
Householder Group Estate & Retirement Specialist
Arizona
$303K +$304K +5,111 New
ARC
404
Advisor Resource Council
Texas
$295K +$3.21K +54 +1%
IA
405
Inspire Advisors
Idaho
$295K +$297K +4,982 New
Susquehanna International Group
406
Susquehanna International Group
Pennsylvania
$292K +$294K +4,932 New
B
407
Bailard
California
$291K -$19.9K -335 -6%
JLBC
408
J.L. Bainbridge & Co
Florida
$290K
DG
409
DMC Group
Alabama
$289K +$299K +5,025 New
GLA
410
Good Life Advisors
Pennsylvania
$288K -$7.74K -130 -3%
EAM
411
Evanson Asset Management
California
$288K
TC
412
Telemus Capital
Michigan
$285K +$33.1K +556 +13%
WSTAM
413
Wilbanks Smith & Thomas Asset Management
Virginia
$282K -$19.7K -331 -7%
SW
414
SVB Wealth
Massachusetts
$279K -$195K -3,271 -41%
CBFP
415
Cedar Brook Financial Partners
Ohio
$278K +$42.4K +713 +18%
AAM
416
Augustine Asset Management
Florida
$275K +$59.6K +1,002 +28%
AC
417
Anson Capital
Georgia
$275K +$272K +4,575 New
VWA
418
V Wealth Advisors
Kansas
$271K -$4.35K -73 -2%
AF
419
Advisornet Financial
Minnesota
$265K +$94.4K +1,586 +55%
CCA
420
Clearwater Capital Advisors
Illinois
$260K -$2.98K -50 -1%
HFS
421
Haverford Financial Services
Pennsylvania
$260K
AWM
422
Avior Wealth Management
Nebraska
$259K +$2.56K +43 +1%
DE
423
Day & Ennis
Georgia
$256K -$53.9K -905 -17%
CAM
424
Chandler Asset Management
California
$254K +$255K +4,286 New
CAMV
425
Concord Asset Management (Virginia)
Virginia
$252K +$253K +4,258 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.