We are live on ! Find out more
IGIB icon

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
PAG
101
Private Advisor Group
New Jersey
$6.46M -$4.68M -78,662 -42%
DWM
102
Destination Wealth Management
California
$6.02M -$25.9K -435 -0.4%
ACA
103
Ackerman Capital Advisors
Texas
$5.99M +$7.92K +133 +0.1%
EWM
104
Evercore Wealth Management
New York
$5.95M
WI
105
WrapManager Inc
California
$5.74M -$597K -10,021 -9%
GIM
106
Goelzer Investment Management
Indiana
$5.65M +$188K +3,150 +3%
MAWAG
107
Mid-American Wealth Advisory Group
Missouri
$5.64M +$5.67M +95,241 New
WCWM
108
Wooster Corthell Wealth Management
Connecticut
$5.6M -$17.3K -291 -0.3%
JCM
109
Janney Capital Management
Pennsylvania
$5.49M -$165K -2,767 -3%
Renaissance Technologies
110
Renaissance Technologies
New York
$5.47M +$2.69M +45,232 +96%
KAS
111
Kestra Advisory Services
Texas
$5.4M -$12.9M -215,981 -70%
PBO
112
Peoples Bank (Ohio)
Ohio
$5.28M +$84.4K +1,418 +2%
APIM
113
Agate Pass Investment Management
Washington
$5.27M +$5.3M +88,990 New
ANTB
114
AMG National Trust Bank
Colorado
$5.27M -$165K -2,775 -3%
DP
115
DDD Partners
Washington
$5M -$66.1K -1,110 -1%
WMG
116
WESCAP Management Group
California
$4.99M +$5.01M +84,245 New
IFA
117
Interactive Financial Advisors
Illinois
$4.9M -$178K -2,995 -3%
NAM
118
Nationwide Asset Management
Ohio
$4.85M +$548K +9,200 +13%
RCIM
119
Red Cedar Investment Management
Michigan
$4.74M +$4.01M +67,329 +531%
Northern Trust
120
Northern Trust
Illinois
$4.65M +$284K +4,764 +0.1%
FPFS
121
First Personal Financial Services
North Carolina
$4.45M -$111K -1,863 -2%
CS
122
Comerica Securities
Michigan
$4.43M +$721K +12,113 +19%
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$4.31M +$364K +6,109 +9%
HW
124
Hancock Whitney
Mississippi
$4.24M -$106K -1,784 -2%
RB
125
Renasant Bank
Mississippi
$4.2M +$132K +2,210 +3%

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.