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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
RIM
476
Rockbridge Investment Management
New York
$61K
ZIG
477
Zullo Investment Group
Pennsylvania
$61K +$61K +1,024 New
CFN
478
Cordasco Financial Network
Florida
$59K
CTC
479
Central Trust Company
Missouri
$58K +$58.6K +984 New
TFP
480
Tilia Fiduciary Partners
North Carolina
$58K +$58.6K +985 New
Manulife (Manufacturers Life Insurance)
481
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57.2K +$47.9M +803,824 +499%
CSB
482
City State Bank
Iowa
$56K +$56.6K +950 New
TIM
483
Tevis Investment Management
Texas
$52K +$52.9K +889 New
EWM
484
EPG Wealth Management
Georgia
$51K +$417 +7 +0.8%
CWA
485
Clearview Wealth Advisors
Oregon
$49K -$1.61K -27 -3%
FMII
486
Farmers & Merchants Investments Inc
Nebraska
$49K +$10.1K +170 +26%
CA
487
CoreCap Advisors
Michigan
$49K +$48.9K +821 New
AWM
488
Atticus Wealth Management
Florida
$47K +$29.8K +500 +167%
TCM
489
TD Capital Management
Tennessee
$46K
CFB
490
Cullen/Frost Bankers
Texas
$45K
AWM
491
AllSquare Wealth Management
New York
$43K
COCM
492
Charter Oak Capital Management
New Hampshire
$43K
EW
493
Element Wealth
Mississippi
$39K
JAM
494
JCIC Asset Management
Ontario, Canada
$37K
CPA
495
Cardiff Park Advisors
California
$34K +$33.9K +570 New
KTC
496
Kistler-Tiffany Companies
Pennsylvania
$32K +$298 +5 +0.9%
CFCI
497
Comprehensive Financial Consultants Institutional
Indiana
$31K +$33.3K +560 New
WWMSC
498
Wagner Wealth Management (South Carolina)
South Carolina
$30K
AWM
499
Accel Wealth Management
Iowa
$30K +$20.6K +346 +210%
CB
500
Community Bank
New York
$29K -$65.5K -1,100 -69%

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.