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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
FAG
501
Fortitude Advisory Group
Washington
$29K +$29.5K +496 New
MHR
502
Matthew Hamilton Rosenberg
$27K +$2.2K +37 +9%
AIM
503
Anchor Investment Management
South Carolina
$26.7K
WWM
504
Wolff Wiese Magana
California
$25K
SWA
505
SOA Wealth Advisors
New York
$25K +$238 +4 +0.9%
LFG
506
Larson Financial Group
Missouri
$25K +$25.1K +422 New
EVM
507
Eaton Vance Management
Massachusetts
$24K
BHWM
508
Beaird Harris Wealth Management
Texas
$23K +$22.7K +381 New
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$23K +$22.9K +384 New
First Manhattan
510
First Manhattan
New York
$22K +$22.3K +375 New
BFEC
511
Benjamin F. Edwards & Company
Missouri
$20K
MAM
512
Meeder Asset Management
Ohio
$20K
AIA
513
Armor Investment Advisors
North Carolina
$19K
DI
514
Disciplined Investments
Oklahoma
$19K
AIM
515
Astor Investment Management
Illinois
$19K +$60 +1 +0.3%
GIA
516
Goodwin Investment Advisory
Georgia
$16K
HWA
517
HHM Wealth Advisors
Tennessee
$16K
CAAS
518
Capital Asset Advisory Services
Michigan
$14K -$12.9K -217 -47%
PFA
519
Professional Financial Advisors
Nebraska
$13K +$12.7K +213 New
FDCDDQ
520
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.9K
SC
521
Stephens Consulting
Michigan
$12.3K +$12.4K +208 New
SWM
522
Sugarloaf Wealth Management
Georgia
$12K -$10.9K -183 -48%
GLLW
523
Graves Light Lenhart Wealth
Virginia
$12K
LWANC
524
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K
OIA
525
Optimum Investment Advisors
Illinois
$12K

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.