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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
GVAG
176
Great Valley Advisor Group
Delaware
$2.08M +$47.1K +792 +2%
CCA
177
Conservest Capital Advisors
Pennsylvania
$2.07M -$24.2K -406 -1%
AI
178
Atria Investments
North Carolina
$2.07M +$26.9K +452 +1%
Qube Research & Technologies (QRT)
179
Qube Research & Technologies (QRT)
United Kingdom
$2M -$36.2M -608,574 -95%
PCM
180
Parsons Capital Management
Rhode Island
$2M +$234K +3,924 +13%
CWM
181
Calamos Wealth Management
Illinois
$1.99M
SCA
182
Snowden Capital Advisors
New York
$1.98M +$32.4K +544 +2%
CA
183
Cetera Advisors
Colorado
$1.95M -$403K -6,777 -17%
NAM
184
NTV Asset Management
West Virginia
$1.93M -$70.5K -1,185 -4%
NFG
185
Next Financial Group
Texas
$1.88M +$9.52K +160 +0.5%
Barclays
186
Barclays
United Kingdom
$1.87M -$30.5M -512,035 -94%
CWP
187
Concord Wealth Partners
Virginia
$1.84M +$1.85M +31,124 New
4WM
188
4J Wealth Management
Virginia
$1.79M -$29.9K -502 -2%
SG Americas Securities
189
SG Americas Securities
New York
$1.77M +$1.78M +29,939 New
HI
190
Harbour Investments
Wisconsin
$1.75M -$294K -4,932 -14%
VAS
191
Vestmark Advisory Solutions
Massachusetts
$1.74M -$37.5K -630 -2%
DSC
192
Duncker Streett & Co
Missouri
$1.73M -$15K -252 -0.9%
AIP
193
Ameritas Investment Partners
Nebraska
$1.72M -$186K -3,132 -10%
TIA
194
Tiemann Investment Advisors
California
$1.71M -$41.7K -700 -2%
FFWM
195
Future Financial Wealth Management
Ohio
$1.71M +$94.9K +1,595 +6%
RFN
196
RDA Financial Network
Iowa
$1.7M +$153K +2,575 +10%
WA
197
Wambolt & Associates
Colorado
$1.67M +$156K +2,614 +10%
TPWA
198
TRUE Private Wealth Advisors
Oregon
$1.66M -$958K -16,096 -36%
AR
199
Advisory Research
Illinois
$1.66M +$754K +12,670 +83%
PFA
200
Pinnacle Family Advisors
Missouri
$1.65M -$43.9K -738 -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.