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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
GL
201
Graypoint LLC
New York
$1.65M -$60.3K -1,013 -4%
MSS
202
Mitchell Sinkler & Starr
Pennsylvania
$1.59M +$131K +2,200 +9%
WTC
203
WhitTier Trust Company
Nevada
$1.59M +$20.2K +340 +1%
ACP
204
Ashfield Capital Partners
California
$1.57M +$52.9K +889 +3%
FEG
205
Fund Evaluation Group
Ohio
$1.55M +$1.55M +26,102 New
PCIA
206
Prime Capital Investment Advisors
Kansas
$1.54M +$1.14M +19,119 +279%
SIA
207
Schechter Investment Advisors
Michigan
$1.53M +$1.53M +25,765 New
MMA
208
Miracle Mile Advisors
California
$1.53M -$79.1K -1,329 -5%
PF
209
Phoenix Financial
Israel
$1.52M -$126K -2,111 -8%
CFAM
210
Center For Asset Management
Florida
$1.51M +$785K +13,190 +107%
GWM
211
GSB Wealth Management
Connecticut
$1.5M +$97.7K +1,642 +7%
VC
212
Vicus Capital
Pennsylvania
$1.48M +$93.5K +1,571 +7%
CAM
213
Caprin Asset Management
Virginia
$1.46M +$27.4K +461 +2%
LFS
214
Lutz Financial Services
Nebraska
$1.44M +$1.31K +22 +0.1%
ACS
215
Archford Capital Strategies
Illinois
$1.4M +$167K +2,805 +13%
SIA
216
Strategic Investment Advisors
Michigan
$1.39M -$81.6K -1,371 -6%
PA
217
Probity Advisors
Texas
$1.39M -$3.75K -63 -0.3%
RW
218
Rede Wealth
Virginia
$1.38M -$91.7K -1,541 -6%
MM
219
Meridian Management
Arkansas
$1.37M +$36.2K +608 +3%
HWIS
220
Hancock Whitney Investment Services
Louisiana
$1.33M +$1.33M +22,384 New
PCG
221
Private Capital Group
Connecticut
$1.31M -$116K -1,957 -8%
RIA
222
Realta Investment Advisors
Delaware
$1.28M -$7.92K -133 -0.6%
CPO
223
Cerity Partners OCIO
New York
$1.27M -$6.61K -111 -0.5%
IWC
224
Integrated Wealth Concepts
Massachusetts
$1.27M +$6.79K +114 +0.5%
PAMS
225
Pictet Asset Management (Switzerland)
Switzerland
$1.26M

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.