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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
9WM
576
9258 Wealth Management
Ohio
-$244K -4,066 Closed
LCM
577
Logan Capital Management
Pennsylvania
-$241K -4,016 Closed
PCA
578
Pallas Capital Advisors
Massachusetts
-$217K -3,643 Closed
SS
579
Sunbelt Securities
Texas
-$208K -3,427 Closed
WAP
580
Wealthcare Advisory Partners
Pennsylvania
-$206K -3,424 Closed
KC
581
Knuff & Co
California
-$204K -3,400 Closed
SV
582
Sturgeon Ventures
United Kingdom
-$177K -2,946 Closed
LWM
583
Liberty Wealth Management
California
-$88K -1,469 Closed
JCM
584
Jacobi Capital Management
Pennsylvania
-$87K -1,455 Closed
LFASL
585
Lugano Financial Advisors SA (LFA)
Switzerland
-$43K -713 Closed
FA
586
Faithward Advisors
Pennsylvania
-$40K -664 Closed
BMD
587
Better Money Decisions
New Mexico
-$39K -643 Closed
FCM
588
Firestone Capital Management
Florida
-$29K -482 Closed
ACA
589
Atlas Capital Advisors
Wyoming
-$15.6K -260 Closed
GPA
590
Guidance Point Advisors
Massachusetts
-$11K -191 Closed
JPLA
591
Joseph P. Lucia & Associates
New York
-$9K -155 Closed
MRCM
592
M&R Capital Management
New Jersey
-$9K -150 Closed
APWA
593
Atlas Private Wealth Advisors
New Jersey
-$8K -130 Closed
CFA
594
Cahill Financial Advisors
Minnesota
-$7K -124 Closed
TC
595
Truvestments Capital
Florida
-$5K -87 Closed
OSAM
596
O'Shaughnessy Asset Management
Connecticut
-$5K -80 Closed
IF
597
Ironwood Financial
Arizona
-$3K -57 Closed
GI
598
Gradient Investments
Minnesota
-$3K -56 Closed
TWM
599
Tradition Wealth Management
Minnesota
-$3K -53 Closed
WT
600
Washington Trust
Rhode Island
-$3K -43 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.