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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
UWM
276
USAdvisors Wealth Management
Minnesota
$587K -$5.33M -102,151 -90%
CS
277
Credit Suisse
Switzerland
$587K
WP
278
WealthSource Partners
California
$587K +$154K +2,947 +34%
Creative Planning
279
Creative Planning
Kansas
$584K -$221K -4,239 -27%
VNIM
280
Vaughan Nelson Investment Management
Texas
$576K
WFAG
281
Wescott Financial Advisory Group
Pennsylvania
$571K -$84.8K -1,626 -13%
GM
282
GeoWealth Management
Illinois
$565K -$15.2K -291 -3%
PCA
283
Peddock Capital Advisors
Massachusetts
$556K -$85.1K -1,633 -13%
HIS
284
Horizon Investment Services
Indiana
$554K -$62.6K -1,200 -10%
SAM
285
Stone Asset Management
Texas
$553K -$658K -12,629 -54%
DAS
286
Dynamic Advisor Solutions
Arizona
$536K -$302K -5,797 -36%
FWA
287
FOCUS Wealth Advisors
Texas
$533K
OWP
288
Obermeyer Wealth Partners
Colorado
$526K
TC
289
TAP Consulting
Missouri
$517K +$3.54K +68 +0.7%
SWM
290
Spire Wealth Management
Virginia
$514K -$477K -9,146 -48%
NA
291
Nottingham Advisors
New York
$511K
GRP
292
Global Retirement Partners
California
$510K +$52 +1 +0%
SMG
293
Spectrum Management Group
Indiana
$502K +$513K +9,833 New
FG
294
Fiduciary Group
Georgia
$498K -$88.6K -1,700 -15%
FWP
295
Falcon Wealth Planning
California
$493K +$503K +9,656 New
BFC
296
Blue Fin Capital
Rhode Island
$490K +$501K +9,602 New
CAG
297
Csenge Advisory Group
Florida
$487K +$188K +3,615 +61%
HCM
298
Hengehold Capital Management
Ohio
$484K +$92.7K +1,779 +23%
EWM
299
Endurance Wealth Management
Rhode Island
$472K
PFS
300
Prospera Financial Services
Texas
$463K -$77.5K -1,487 -14%

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.