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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.05B +$224M +3,757,521 +12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$546M +$1.57M +26,330 +0.3%
MYLI
3
Meiji Yasuda Life Insurance
Japan
$461M
UCFA
4
United Capital Financial Advisors
Texas
$388M +$12.9M +216,018 +3%
Charles Schwab
5
Charles Schwab
California
$346M +$80.6M +1,353,442 +30%
Bank of America
6
Bank of America
North Carolina
$337M +$142M +2,380,138 +72%
AssetMark Inc
7
AssetMark Inc
California
$311M +$13.6M +228,624 +5%
AC
8
Allstate Corporation
Illinois
$257M -$65.3M -1,097,610 -20%
Ameriprise
9
Ameriprise
Minnesota
$204M -$16M -267,970 -7%
Morgan Stanley
10
Morgan Stanley
New York
$198M -$1.06M -17,877 -0.5%
DILIC
11
Dai-ichi Life Insurance Company
Japan
$194M -$279M -4,691,000 -59%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$179M +$4.78M +80,247 +3%
MMI
13
Matson Money Inc
Ohio
$174M +$6.29M +105,631 +4%
US Bancorp
14
US Bancorp
Minnesota
$170M +$136M +2,282,644 +389%
Goldman Sachs
15
Goldman Sachs
New York
$164M -$6.57M -110,376 -4%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$162M -$1.49M -25,006 -0.9%
Wells Fargo
17
Wells Fargo
California
$121M -$1.52M -25,497 -1%
UBS Group
18
UBS Group
Switzerland
$117M +$3.26M +54,814 +3%
Franklin Resources
19
Franklin Resources
California
$116M +$1.26M +21,179 +1%
BlackRock
20
BlackRock
New York
$90.8M +$7.32M +123,016 +9%
KeyBank National Association
21
KeyBank National Association
Ohio
$85.9M -$52K -873 -0.1%
BCM
22
Brookstone Capital Management
Illinois
$77.1M +$24.2M +406,938 +45%
KFAA
23
Klaas Financial Asset Advisors
Illinois
$70.6M +$2.99M +50,202 +4%
LPL Financial
24
LPL Financial
California
$65.4M +$1.67M +28,125 +3%
Truist Financial
25
Truist Financial
North Carolina
$63.1M -$689K -11,569 -1%

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.