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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
Jane Street
51
Jane Street
New York
$20.4M -$16.8M -281,720 -45%
Deutsche Bank
52
Deutsche Bank
Germany
$20.3M -$1.21M -20,394 -6%
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$20M
AFIMH
54
American Family Insurance Mutual Holding
Wisconsin
$19.3M +$19.4M +326,159 New
AFG
55
Albion Financial Group
Utah
$19.3M +$5.07M +85,244 +35%
SI
56
Stephens Inc
Arkansas
$18.7M -$510K -8,567 -3%
CAWM
57
Capital Advisors Wealth Management
Washington
$17M +$356K +5,972 +2%
1WM
58
1900 Wealth Management
Texas
$16.9M +$6.62M +111,172 +64%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$16.7M +$689K +11,578 +4%
CT
60
Caldwell Trust
Florida
$16.2M +$1.75M +29,330 +12%
MML Investors Services
61
MML Investors Services
Massachusetts
$16M +$799K +13,423 +5%
FWIA
62
Fort Washington Investment Advisors
Ohio
$15.9M -$10.1M -169,493 -39%
BP
63
BCK Partners
New York
$15.9M +$1.53M +25,654 +11%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$15.4M -$1.2M -20,170 -7%
RMDI
65
R.M. Davis Inc
Maine
$14.9M +$1.98M +33,343 +15%
PMG
66
ProVise Management Group
Florida
$14.8M +$3.05M +51,218 +26%
Verition Fund Management
67
Verition Fund Management
Connecticut
$14.6M +$14.6M +245,827 New
JIR
68
James Investment Research
Ohio
$14.4M +$268K +4,502 +2%
MAM
69
Madison Asset Management
Wisconsin
$14M +$5.11M +85,904 +57%
SWP
70
Summit Wealth Partners
Florida
$14M +$675K +11,333 +5%
CFC
71
Client First Capital
California
$13.9M +$14M +234,823 New
FIM
72
Freedom Investment Management
Connecticut
$13M -$1.12M -18,805 -8%
Legacy Financial Group (Iowa)
73
Legacy Financial Group (Iowa)
Iowa
$12.6M -$12.7M -213,477 -50%
DADC
74
D.A. Davidson & Co
Montana
$12.5M +$173K +2,911 +1%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$12.2M +$878K +14,744 +8%

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.