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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
NA
76
NewEdge Advisors
Louisiana
$11.8M +$10.3M +173,567 +680%
DIP
77
DT Investment Partners
Pennsylvania
$10.9M +$166K +2,793 +2%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$10.8M -$2.05M -34,483 -16%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$10.6M -$531K -8,924 -5%
RC
80
Roundview Capital
New Jersey
$10.6M -$1.03M -17,282 -9%
JSL
81
JT Stratford LLC
Georgia
$10.5M +$10.5M +177,036 New
TD Asset Management
82
TD Asset Management
Ontario, Canada
$10.1M +$3.3M +55,450 +48%
HCP
83
Holt Capital Partners
Texas
$10.1M +$289K +4,861 +3%
IDBONY
84
Israel Discount Bank of New York
New York
$9.67M -$65.6K -1,102 -0.7%
MPM
85
Meritage Portfolio Management
Kansas
$9.32M +$699K +11,749 +8%
PC
86
Pecaut & Co
Iowa
$9.13M +$1.35M +22,742 +17%
AIA
87
Acute Investment Advisory
Arizona
$9M +$9.04M +151,819 New
VHAM
88
Van Hulzen Asset Management
California
$8.77M -$332K -5,577 -4%
GGS
89
Galvin Gaustad & Stein
Arizona
$8.56M -$57.7K -969 -0.7%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$8.35M +$1.69M +28,396 +25%
First Trust Advisors
91
First Trust Advisors
Illinois
$8.25M +$20.4K +342 +0.2%
FA
92
FDx Advisors
Illinois
$8.13M -$1.68M -28,303 -17%
UB
93
UMB Bank
Missouri
$7.95M +$1.79M +30,132 +29%
JP Morgan Chase
94
JP Morgan Chase
New York
$7.64M -$51.5M -865,849 -87%
UWM
95
USAdvisors Wealth Management
Minnesota
$7.56M +$93.3K +1,568 +1%
CWA
96
Carolina Wealth Advisors
South Carolina
$7.43M +$1.41M +23,632 +23%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
97
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.3M +$7.33M +123,200 New
PI
98
Parkside Investments
Illinois
$7.16M -$1.14M -19,200 -14%
WA
99
Wealthstar Advisors
Texas
$6.72M +$8.1K +136 +0.1%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$6.49M -$148K -2,482 -2%

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.