We are live on ! Find out more
IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

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: 530 → 550 (+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: 42 → 42 (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

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$224M
2
Bank of America
Bank of America
North Carolina
+$142M
3
US Bancorp
US Bancorp
Minnesota
+$136M
4
Charles Schwab
Charles Schwab
California
+$80.6M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$47.9M

Top Sellers

Rank Fund Capital Flow
1
DILIC
Dai-ichi Life Insurance Company
Japan
-$279M
2
AC
Allstate Corporation
Illinois
-$65.3M
3
JP Morgan Chase
JP Morgan Chase
New York
-$51.5M
4
HI
Horizon Investments
North Carolina
-$44.2M
5
DSN
D. Scott Neal
Kentucky
-$43.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCMG
451
Gyroscope Capital Management Group
Florida
$201K – – –
MYIA
452
Mount Yale Investment Advisors
Colorado
$201K – – –
HCP
453
Hexagon Capital Partners
Arkansas
$197K +$4.52K +76 +2%
SC
454
SouthState Corp
Florida
$197K +$198K +3,331 New
TSWM
455
Tyler-Stone Wealth Management
Ohio
$181K +$182K +3,052 New
HR
456
Hayden Royal
North Carolina
$165K +$166K +2,788 New
WFA
457
West Financial Advisors
Iowa
$164K – – –
BWP
458
Baldwin Wealth Partners
Massachusetts
$156K -$25.2K -424 -14%
BNP Paribas Financial Markets
459
BNP Paribas Financial Markets
France
$135K -$12.7M -213,338 -99%
GWM
460
Geneos Wealth Management
Colorado
$131K -$5.3K -89 -4%
Kayne Anderson Rudnick Investment Management
461
Kayne Anderson Rudnick Investment Management
California
$125K +$595 +10 +0.5%
Koshinski Asset Management
462
Koshinski Asset Management
Illinois
$115K +$3.69K +62 +3%
FFA
463
Founders Financial Alliance
North Carolina
$106K -$46.9K -788 -31%
HIIFS
464
Harel Insurance Investments & Financial Services
Israel
$95K – – –
National Bank of Canada
465
National Bank of Canada
Quebec, Canada
$91K +$91.6K +1,539 New
CCM
466
Covington Capital Management
California
$90K -$11.9K -200 -12%
CFA
467
Carroll Financial Associates
North Carolina
$89K +$43.2K +726 +94%
BCM
468
Bourgeon Capital Management
Connecticut
$87K – – –
PB
469
Pinnacle Bancorp
Nebraska
$87K – – –
SCA
470
Stonebridge Capital Advisors
Minnesota
$82K – – –
MFC
471
Mechanics Financial Corp
Ohio
$78K +$78.8K +1,324 New
CFO
472
CVA Family Office
Colorado
$71K – – –
PGAM
473
Princeton Global Asset Management
New Jersey
$69K – – –
HDIM
474
Hanson & Doremus Investment Management
Vermont
$64K – – –
BWL
475
Bogart Wealth LLC
Virginia
$64K +$61.6K +1,034 +1,915%
17 18
19
20 21

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.