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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
PP
526
Pacifica Partners
Canada
$12K
MCC
527
Money Concepts Capital
Florida
$12K +$11.9K +200 New
ADL
528
Asset Dedication LLC
California
$11K -$12.1K -204 -52%
CIAS
529
Capital Investment Advisory Services
North Carolina
$11K
CAM
530
Costello Asset Management
Pennsylvania
$11K
SQA
531
Simon Quick Advisors
New Jersey
$11K
AIC
532
Archer Investment Corporation
Indiana
$10.3K
PVH
533
Psagot Value Holdings
Israel
$10K -$10.4K -175 -50%
CCC
534
Crescent Capital Consulting
Louisiana
$10K
BW
535
Bison Wealth
Georgia
$9K -$17.5K -294 -66%
GWMIA
536
Global Wealth Management Investment Advisory
Florida
$8K
PFBT
537
Parkside Financial Bank & Trust
Missouri
$8K
PAI
538
Pittenger & Anderson Inc
Nebraska
$8K
VCM
539
Viewpoint Capital Management
Washington
$8K +$8.45K +142 New
DAM
540
Delta Asset Management
Tennessee
$7K
Simplex Trading
541
Simplex Trading
Illinois
$5K -$11.9K -200 -67%
CA
542
Clearstead Advisors
Ohio
$5K
RG
543
Retirement Group
California
$5K
GEA
544
Glen Eagle Advisors
New Jersey
$4.03K
IRC
545
Investors Research Corp
Georgia
$4K
LS
546
Leelyn Smith
Illinois
$4K +$3.69K +62 New
TAM
547
Tucker Asset Management
Colorado
$3.86K
ASBI
548
American State Bank (Iowa)
Iowa
$3.32K
CFD
549
Creative Financial Designs
Indiana
$3K
SIS
550
Sound Income Strategies
Florida
$3K

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.