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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
MPW
251
MGO Private Wealth
California
$670K +$710K +13,879 New
AWM
252
Adams Wealth Management
Utah
$668K -$35.4K -692 -5%
CS
253
Credit Suisse
Switzerland
$660K +$111K +2,180 +19%
SB
254
Simmons Bank
Arkansas
$622K
IWC
255
Integrated Wealth Concepts
Massachusetts
$622K +$2.1K +41 +0.3%
BRWA
256
B. Riley Wealth Advisors
Florida
$621K +$306K +5,978 +87%
FPGK
257
Financial Partners Group (Kansas)
Kansas
$609K +$32.6K +638 +5%
HCM
258
Hengehold Capital Management
Ohio
$586K +$136K +2,652 +28%
PAMS
259
Pictet Asset Management (Switzerland)
Switzerland
$579K -$125K -2,450 -17%
WIA
260
World Investment Advisors
California
$579K +$716 +14 +0.1%
EIG
261
Ellenbecker Investment Group
Wisconsin
$578K -$106K -2,080 -15%
SFG
262
StrategIQ Financial Group
Indiana
$571K -$63.8K -1,248 -10%
CFAM
263
Center For Asset Management
Florida
$563K -$84.6K -1,655 -12%
UWM
264
USAdvisors Wealth Management
Minnesota
$554K -$1.79K -35 -0.3%
VNIM
265
Vaughan Nelson Investment Management
Texas
$544K
SWP
266
Stratos Wealth Partners
Ohio
$538K +$108K +2,117 +23%
CPSC
267
Carl P. Sherr & Co
Massachusetts
$537K -$277K -5,415 -33%
Fisher Asset Management
268
Fisher Asset Management
Washington
$528K -$75.8K -1,483 -12%
FPAS
269
Focus Partners Advisor Solutions
Missouri
$521K -$57.1K -1,116 -9%
PCA
270
Peddock Capital Advisors
Massachusetts
$514K -$13.3K -260 -2%
Creative Planning
271
Creative Planning
Kansas
$512K -$42.6K -833 -7%
VFPW
272
Vantage Financial Partners (Wisconsin)
Wisconsin
$508K -$137K -2,688 -20%
FWA
273
FOCUS Wealth Advisors
Texas
$504K
HIS
274
Horizon Investment Services
Indiana
$502K -$22.8K -445 -4%
TC
275
TAP Consulting
Missouri
$492K +$3.89K +76 +0.8%

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.