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
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$2.92M +$51.8K +871 +2%
JE
152
JMAC Enterprises
Pennsylvania
$2.89M +$3.02M +50,746 New
VFA
153
Voya Financial Advisors
Connecticut
$2.87M +$238K +4,001 +9%
SAS
154
Stelac Advisory Services
New York
$2.84M -$99.7K -1,674 -3%
CMP
155
Courage Miller Partners
Virginia
$2.81M -$87.5K -1,470 -3%
KWA
156
KCS Wealth Advisory
California
$2.8M +$857K +14,399 +44%
PFM
157
Phillips Financial Management
Indiana
$2.74M +$201K +3,381 +8%
PPA
158
Parametric Portfolio Associates
Washington
$2.73M
TFS
159
TrustCore Financial Services
Tennessee
$2.71M +$1.85M +31,127 +213%
S
160
Surevest
California
$2.7M -$26.5K -445 -1%
JC
161
JB Capital
Connecticut
$2.66M +$2.67M +44,899 New
SAS
162
Sage Advisory Services
Texas
$2.65M +$324K +5,444 +14%
Luther King Capital Management (LKCM)
163
Luther King Capital Management (LKCM)
Texas
$2.59M
COF
164
Capital One Financial
Virginia
$2.58M +$812K +13,649 +46%
CB
165
Commerce Bank
Missouri
$2.54M -$232K -3,902 -8%
FPCM
166
Financial Partners Capital Management
New York
$2.54M +$178K +2,990 +8%
SPIA
167
Steward Partners Investment Advisory
New York
$2.49M -$14.6K -246 -0.6%
BIA
168
Bigelow Investment Advisors
Maine
$2.48M -$11K -184 -0.4%
Prudential Financial
169
Prudential Financial
New Jersey
$2.43M +$131K +2,194 +6%
CCT
170
Country Club Trust
Missouri
$2.34M -$54.1K -909 -2%
LWA
171
Lineweaver Wealth Advisors
Ohio
$2.3M -$650K -10,915 -22%
GIC
172
GFI Investment Counsel
Ontario, Canada
$2.19M -$10.7K -180 -0.5%
Axa
173
Axa
France
$2.16M
PWW
174
Pettyjohn Wood & White
Virginia
$2.12M -$44.6K -750 -2%
BOTW
175
Bank of the West
California
$2.09M -$76.6K -1,287 -4%

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.