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iShares 5-10 Year Investment Grade Corporate Bond ETF

486 hedge funds and large institutions have $7.04B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 143 increasing their positions, 212 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $473K

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

1.42% less ownership

Funds ownership: 81.36%79.93% (-1.4%)

6% less capital invested

Capital invested by funds: $7.53B → $7.04B (-$482M)

7% less funds holding

Funds holding: 520486 (-34)

33% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 212

41% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 69

Holders
486
Holders Change
-34
Holders Change %
-6.54%
% of All Funds
8.37%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.65%
New
41
Increased
143
Reduced
212
Closed
69
Calls
$1.24M
Puts
$473K
Net Calls
+$769K
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$868K +$49K +959 +6%
CSPIA
227
Cary Street Partners Investment Advisory
Virginia
$851K +$204K +3,997 +29%
WWM
228
Western Wealth Management
Colorado
$848K +$129K +2,530 +17%
SAM
229
Sawgrass Asset Management
Florida
$845K
OC
230
Oppenheimer & Co
New York
$840K -$3.07K -60 -0.3%
KC
231
Kenfarb & Co
Kentucky
$838K
SIA
232
Strategic Investment Advisors
Michigan
$836K -$247K -4,828 -22%
HF
233
HRT Financial
New York
$824K +$57.5K +1,125 +7%
AWE
234
Avidian Wealth Enterprises
Texas
$823K +$264K +5,162 +43%
CPP
235
Capasso Planning Partners
South Carolina
$813K +$861K +16,838 New
RCIM
236
Red Cedar Investment Management
Michigan
$810K +$210K +4,114 +32%
VAS
237
Vestmark Advisory Solutions
Massachusetts
$785K -$67.4K -1,318 -8%
RIA
238
Realta Investment Advisors
Delaware
$784K -$28.4K -555 -3%
PCIA
239
Prime Capital Investment Advisors
Kansas
$776K -$728K -14,237 -47%
BFC
240
Blue Fin Capital
Rhode Island
$776K +$332K +6,488 +68%
SAS
241
Sanford Advisory Services
Michigan
$774K +$3.63K +71 +0.4%
SWA
242
Stratos Wealth Advisors
Ohio
$771K -$630K -12,315 -44%
BA
243
Bellwether Advisors
Nebraska
$765K
ATC
244
Argent Trust Co
Tennessee
$757K
FTUS
245
Flow Traders U.S.
New York
$744K +$787K +15,402 New
DIA
246
Dana Investment Advisors
Wisconsin
$737K -$8.03K -157 -1%
PAS
247
Park Avenue Securities
New York
$728K -$1.39M -27,089 -64%
AA
248
Apriem Advisors
California
$727K -$43.2K -844 -5%
MSS
249
Mitchell Sinkler & Starr
Pennsylvania
$677K
KWM
250
Kingsview Wealth Management
Oregon
$677K +$50.1K +980 +8%

IGIB Hedge Fund Activity: Q3 2022 in Review

486 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2022, worth a combined $7.04B — down 6.4% from $7.53B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of IGIB and 41 opened new positions — a net loss of 28 holders — while 212 trimmed existing stakes and 143 added.

The largest buyer was Gradient Investments, opening a new position worth an estimated $92.9M. The largest seller was Dai-ichi Life Insurance Company, exiting entirely with an estimated $167M sold.

  • 486 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2022, down from 520 in Q2 2022.
  • Funds reported $7.04B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2022, down 6.4% quarter-over-quarter.
  • 41 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2022 and 69 closed out, a net change of -28 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2022 was Gradient Investments, an estimated $92.9M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2022 was Dai-ichi Life Insurance Company, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2022.