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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
BFA
276
Bragg Financial Advisors
North Carolina
$652K +$368K +7,500 +132%
Comerica Bank
277
Comerica Bank
Texas
$647K +$144K +2,935 +30%
AA
278
Apriem Advisors
California
$627K -$117K -2,391 -16%
MM
279
Meridian Management
Arkansas
$622K -$497K -10,139 -45%
TCA
280
Transcend Capital Advisors
New Jersey
$617K +$611K +12,467 New
Creative Planning
281
Creative Planning
Kansas
$609K +$83.5K +1,704 +16%
IWC
282
Integrated Wealth Concepts
Massachusetts
$607K -$29.9K -611 -5%
BWM
283
BerganKDV Wealth Management
Minnesota
$606K -$334K -6,816 -36%
M&T Bank
284
M&T Bank
New York
$595K +$589K +12,011 New
PAMS
285
Pictet Asset Management (Switzerland)
Switzerland
$594K
CPO
286
Cerity Partners OCIO
New York
$591K -$312K -6,363 -35%
SB
287
Simmons Bank
Arkansas
$587K -$50.2K -1,025 -8%
EIG
288
Ellenbecker Investment Group
Wisconsin
$568K -$24.9K -509 -4%
HCM
289
Hengehold Capital Management
Ohio
$567K -$33.7K -687 -6%
VNIM
290
Vaughan Nelson Investment Management
Texas
$554K -$4.66K -95 -0.8%
BAM
291
Belpointe Asset Management
Nevada
$550K +$324K +6,616 +147%
AWM
292
Accurate Wealth Management
Florida
$545K +$527K +10,755 New
IP
293
Ignite Planners
California
$539K +$96.9K +1,976 +28%
CA
294
Continuum Advisory
Idaho
$530K +$68.6K +1,400 +15%
SAS
295
Sanford Advisory Services
Michigan
$522K -$269K -5,485 -34%
CCA
296
Checchi Capital Advisers
California
$518K +$513K +10,469 New
FWA
297
FOCUS Wealth Advisors
Texas
$517K
TC
298
TAP Consulting
Missouri
$510K +$5.54K +113 +1%
BBWP
299
Beacon Bridge Wealth Partners
Pennsylvania
$505K +$500K +10,209 New
SFG
300
StrategIQ Financial Group
Indiana
$499K -$85.5K -1,745 -15%

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.