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iShares 5-10 Year Investment Grade Corporate Bond ETF

506 hedge funds and large institutions have $10.2B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 146 increasing their positions, 199 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $728K

45% more capital invested

Capital invested by funds: $7.04B → $10.2B (+$3.19B)

45% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 60

13% more funds holding in top 10

Funds holding in top 10: 3843 (+5)

4% more funds holding

Funds holding: 486506 (+20)

2.78% more ownership

Funds ownership: 79.93%82.71% (+2.8%)

27% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 199

Holders
506
Holders Change
+20
Holders Change %
+4.12%
% of All Funds
8.13%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.69%
New
87
Increased
146
Reduced
199
Closed
60
Calls
$1.54M
Puts
$728K
Net Calls
+$812K
Net Calls Change
+$43K
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
226
Millennium Management
New York
$1.03M +$1.02M +20,722 New
HPC
227
HM Payson & Co
Maine
$1.02M -$19.6K -400 -2%
CAM
228
Caprin Asset Management
Virginia
$1.01M -$152K -3,105 -13%
CFGS
229
Concourse Financial Group Securities
Alabama
$1.01M +$20.9K +427 +2%
VT
230
Vise Technologies
New York
$987K -$37.7K -769 -4%
GWM
231
GSB Wealth Management
Connecticut
$972K -$38.9K -794 -4%
WFAG
232
Wescott Financial Advisory Group
Pennsylvania
$958K -$33.6K -685 -3%
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$957K +$135K +2,750 New
ECA
234
Elevated Capital Advisors
Utah
$935K -$122K -2,487 -12%
KIG
235
Kowal Investment Group
Wisconsin
$924K +$915K +18,666 New
FHA
236
First Horizon Advisors
Tennessee
$921K -$8.19K -167 -0.9%
Baird Financial Group
237
Baird Financial Group
Wisconsin
$916K -$19.3M -393,912 -96%
WPC
238
White Pine Capital
Minnesota
$911K -$319K -6,500 -26%
State Street
239
State Street
Massachusetts
$910K -$4.26K -87 -0.5%
DG
240
DMC Group
Alabama
$901K +$887K +18,098 New
BB
241
Berkshire Bank
Massachusetts
$895K -$2.14M -43,678 -71%
SIA
242
Strategic Investment Advisors
Michigan
$892K +$34.5K +703 +4%
WAS
243
Wealth Advisory Solutions
Indiana
$891K -$528K -10,777 -37%
HP
244
Hilltop Partners
Indiana
$886K +$878K +17,905 New
OC
245
Oppenheimer & Co
New York
$859K -$2.6K -53 -0.3%
VAS
246
Vestmark Advisory Solutions
Massachusetts
$854K +$48.8K +995 +6%
KC
247
Kenfarb & Co
Kentucky
$836K -$23.5K -480 -3%
RCIM
248
Red Cedar Investment Management
Michigan
$831K
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$821K -$68.3K -1,394 -8%
KWM
250
Kingsview Wealth Management
Oregon
$816K +$121K +2,467 +18%

IGIB Hedge Fund Activity: Q4 2022 in Review

506 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2022, worth a combined $10.2B — up 45% from $7.04B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new IGIB positions and 60 closed out — a net gain of 27 holders — while 146 added to existing stakes and 199 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $263M. The largest seller was Charles Schwab, cutting an estimated $202M.

  • 506 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2022, up from 486 in Q3 2022.
  • Funds reported $10.2B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2022, up 45% quarter-over-quarter.
  • 87 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2022 and 60 closed out, a net change of +27 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2022 was Prudential plc, an estimated $263M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2022 was Charles Schwab, an estimated $202M sold.

Based on aggregated 13F filings for Q4 2022.