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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
SWM
551
Selective Wealth Management
Virginia
$3K +$2.92K +49 New
FGAM
552
Financial Gravity Asset Management
Texas
$2.79K +$28.8K +484 +1,030%
PFGIA
553
Patriot Financial Group Insurance Agency
Massachusetts
$1K
TCWA
554
Ten Capital Wealth Advisors
Washington
$1K +$536 +9 New
HI
555
Horizon Investments
North Carolina
-$44.2M -739,446 Closed
AWM
556
Affinity Wealth Management
Delaware
-$25.3M -421,221 Closed
RA
557
RiverTree Advisors
Florida
-$7.78M -129,598 Closed
Bank of Nova Scotia
558
Bank of Nova Scotia
Ontario, Canada
-$6.31M -105,000 Closed
OWA
559
Outlook Wealth Advisors
Texas
-$5.16M -85,840 Closed
LBC
560
Lowe Brockenbrough & Co
Virginia
-$3.15M -52,495 Closed
SGI
561
Summit Global Investments
Utah
-$2.73M -45,506 Closed
TFA
562
Tranquilli Financial Advisor
New Jersey
-$1.82M -30,265 Closed
GDP
563
Great Diamond Partners
Maine
-$1.57M -26,150 Closed
IAN
564
Integrated Advisors Network
Texas
-$932K -15,516 Closed
FFS
565
Founders Financial Securities
Maryland
-$701K -11,673 Closed
BAM
566
Barrett Asset Management
New York
-$675K -11,235 Closed
HF
567
HRT Financial
New York
-$472K -7,874 Closed
SS
568
Simplicity Solutions
Minnesota
-$421K -7,003 Closed
MP
569
McDonald Partners
Ohio
-$403K -6,712 Closed
GRP
570
Global Retirement Partners
California
-$352K -5,860 Closed
OMC
571
Old Mission Capital
Illinois
-$350K -5,828 Closed
SLWA
572
San Luis Wealth Advisors
California
-$332K -5,530 Closed
WIA
573
Westbourne Investment Advisors
Maryland
-$284K -4,726 Closed
SAM
574
Silvercrest Asset Management
New York
-$255K -4,250 Closed
CCWA
575
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$250K -4,166 Closed

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.