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iShares 5-10 Year Investment Grade Corporate Bond ETF

520 hedge funds and large institutions have $7.53B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 245 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

2.67% less ownership

Funds ownership: 84.02%81.36% (-2.7%)

5% less funds holding

Funds holding: 549520 (-29)

14% less capital invested

Capital invested by funds: $8.71B → $7.53B (-$1.19B)

31% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 68

46% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 245

59% less call options, than puts

Call options by funds: $228K | Put options by funds: $550K

Holders
520
Holders Change
-29
Holders Change %
-5.28%
% of All Funds
8.76%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.64%
New
47
Increased
132
Reduced
245
Closed
68
Calls
$228K
Puts
$550K
Net Calls
-$322K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
GSB Wealth Management
Connecticut
$958K -$425K -8,153 -30%
PA
227
Probity Advisors
Texas
$953K -$248K -4,756 -20%
KC
228
Kenfarb & Co
Kentucky
$952K
State Street
229
State Street
Massachusetts
$946K +$10.6K +203 +1%
FHA
230
First Horizon Advisors
Tennessee
$938K +$172K +3,305 +22%
CFGS
231
Concourse Financial Group Securities
Alabama
$919K +$79.8K +1,530 +9%
VAS
232
Vestmark Advisory Solutions
Massachusetts
$897K -$534K -10,247 -37%
SAM
233
Sawgrass Asset Management
Florida
$893K -$100K -1,920 -10%
OC
234
Oppenheimer & Co
New York
$891K +$910K +17,453 New
LWM
235
Loveless Wealth Management
Montana
$882K -$2.4K -46 -0.3%
Mercer Global Advisors
236
Mercer Global Advisors
Colorado
$869K +$887K +17,023 New
RIA
237
Realta Investment Advisors
Delaware
$864K -$213K -4,090 -20%
CPSC
238
Carl P. Sherr & Co
Massachusetts
$844K -$49.7K -953 -5%
IA
239
IFP Advisors
Florida
$829K
SAS
240
Sanford Advisory Services
Michigan
$815K -$33.1K -635 -4%
HF
241
HRT Financial
New York
$814K -$92.4K -1,772 -10%
AA
242
Apriem Advisors
California
$811K -$72.7K -1,394 -8%
BA
243
Bellwether Advisors
Nebraska
$809K -$67K -1,285 -7%
ATC
244
Argent Trust Co
Tennessee
$801K
DIA
245
Dana Investment Advisors
Wisconsin
$788K +$5.94K +114 +0.7%
FLPIM
246
F.L. Putnam Investment Management
Massachusetts
$783K +$799K +15,334 New
WWM
247
Western Wealth Management
Colorado
$769K +$1.09K +21 +0.1%
AWM
248
Adams Wealth Management
Utah
$741K -$196K -3,769 -21%
PAMS
249
Pictet Asset Management (Switzerland)
Switzerland
$738K
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$726K +$9.59K +184 +1%

IGIB Hedge Fund Activity: Q2 2022 in Review

520 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2022, worth a combined $7.53B — down 14% from $8.71B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of IGIB and 47 opened new positions — a net loss of 21 holders — while 245 trimmed existing stakes and 132 added.

The largest buyer was Charles Schwab, adding an estimated $72.9M. The largest seller was Jane Street, cutting an estimated $244M.

  • 520 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2022, down from 549 in Q1 2022.
  • Funds reported $7.53B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 47 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2022 and 68 closed out, a net change of -21 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2022 was Charles Schwab, an estimated $72.9M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2022 was Jane Street, an estimated $244M sold.

Based on aggregated 13F filings for Q2 2022.