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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
SAM
426
S.A. Mason
Michigan
$251K
MCWS
427
McKinley Carter Wealth Services
West Virginia
$249K -$66.4K -1,116 -21%
APA
428
American Portfolios Advisors
New York
$244K +$67.7K +1,137 +38%
MIFH
429
Migdal Insurance & Financial Holdings
Israel
$243K
CWM
430
Chesapeake Wealth Management
Virginia
$240K
CAL
431
Capital Analysts LLC
Pennsylvania
$237K +$10.1K +170 +4%
BFS
432
Bickling Financial Services
Massachusetts
$236K -$62.2K -1,045 -21%
CCM
433
Crew Capital Management
Ohio
$236K
AA
434
Auxano Advisors
Washington
$236K +$237K +3,987 New
SFA
435
Sequoia Financial Advisors
Ohio
$235K +$236K +3,968 New
LA
436
Lifeworks Advisors
Michigan
$233K +$234K +3,925 New
HS
437
Horan Securities
United States
$232K +$233K +3,914 New
Lazard Asset Management
438
Lazard Asset Management
New York
$231K
BAM
439
Belpointe Asset Management
Nevada
$230K -$205K -3,436 -47%
FCA
440
FinTrust Capital Advisors
South Carolina
$229K
CAG
441
Curtis Advisory Group
California
$228K -$3.21K -54 -1%
CWP
442
CFM Wealth Partners
Texas
$226K
CC
443
Copperleaf Capital
North Carolina
$223K -$8.81K -148 -4%
IAG
444
Investment Advisory Group
Massachusetts
$220K +$232K +3,900 New
3LCM
445
3D/L Capital Management
Connecticut
$218K +$2.14K +36 +1%
NL
446
NEPC LLC
Massachusetts
$217K -$25.3K -425 -10%
S
447
SignatureFD
Georgia
$212K
RFA
448
Reilly Financial Advisors
California
$211K
CTFG
449
Capstone Triton Financial Group
Oklahoma
$207K -$23.8K -399 -10%
ASN
450
Advisory Services Network
Georgia
$202K -$45.1K -758 -18%

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.