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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
EAM
251
Eagle Asset Management
Florida
$784K -$291K -5,944 -27%
GIC
252
GFI Investment Counsel
Ontario, Canada
$777K -$1.05M -21,320 -58%
CPP
253
Capasso Planning Partners
South Carolina
$774K -$59.5K -1,213 -7%
BCM
254
Boltwood Capital Management
California
$772K -$182K -3,715 -19%
ATC
255
Argent Trust Co
Tennessee
$755K -$21.6K -440 -3%
HPM
256
Hoxton Planning & Management
West Virginia
$753K +$746K +15,219 New
EDRH
257
Edmond de Rothschild Holding
Switzerland
$750K +$264K +5,378 +55%
RIA
258
Realta Investment Advisors
Delaware
$747K -$56.4K -1,150 -7%
AWM
259
Adams Wealth Management
Utah
$743K +$57.8K +1,180 +9%
DIA
260
Dana Investment Advisors
Wisconsin
$739K -$16.4K -335 -2%
CSPIA
261
Cary Street Partners Investment Advisory
Virginia
$734K -$137K -2,802 -16%
LNC
262
Lincoln National Corp
Pennsylvania
$731K -$220K -4,489 -23%
MPW
263
MGO Private Wealth
California
$730K +$42.2K +860 +6%
SAS
264
Stelac Advisory Services
New York
$726K -$963K -19,647 -57%
AWE
265
Avidian Wealth Enterprises
Texas
$709K -$134K -2,729 -16%
PAS
266
Park Avenue Securities
New York
$701K -$45.1K -920 -6%
MSS
267
Mitchell Sinkler & Starr
Pennsylvania
$694K
SSG
268
Summit Securities Group
New York
$693K +$564K +11,500 +460%
FPAS
269
Focus Partners Advisor Solutions
Missouri
$686K +$150K +3,056 +28%
PCA
270
Peddock Capital Advisors
Massachusetts
$686K +$157K +3,208 +30%
CS
271
Credit Suisse
Switzerland
$677K
SAM
272
Sawgrass Asset Management
Florida
$663K -$201K -4,100 -23%
PA
273
Probity Advisors
Texas
$661K -$232K -4,727 -26%
SWP
274
Stratos Wealth Partners
Ohio
$661K +$108K +2,207 +20%
CPM
275
Connective Portfolio Management
New York
$656K -$585K -11,930 -47%

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.