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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
CCFCSB
301
Cape Cod Five Cents Savings Bank
Massachusetts
$497K -$3.22M -65,634 -87%
FSC
302
Full Sail Capital
Oklahoma
$496K +$491K +10,017 New
NA
303
Nottingham Advisors
New York
$495K
FPCM
304
Financial Partners Capital Management
New York
$491K -$1.12M -22,895 -70%
WB
305
Webster Bank
Connecticut
$488K -$946K -19,291 -66%
Calamos Advisors
306
Calamos Advisors
Illinois
$482K +$477K +9,733 New
GAM
307
Gould Asset Management
California
$469K +$464K +9,475 New
B
308
Bailard
California
$466K -$11.3K -230 -2%
SFO
309
Stokes Family Office
Louisiana
$465K +$460K +9,390 New
PIA
310
Panoramic Investment Advisors
Colorado
$463K +$458K +9,342 New
EWM
311
Endurance Wealth Management
Rhode Island
$460K +$4.9K +100 +1%
CPIG
312
Chicago Partners Investment Group
Illinois
$458K +$440K +8,981 New
NLG
313
New Legacy Group
New York
$446K
IAA
314
Independent Advisor Alliance
North Carolina
$445K +$441K +8,996 New
BRWA
315
B. Riley Wealth Advisors
Florida
$445K -$189K -3,852 -30%
SAF
316
Smith Anglin Financial
Texas
$440K +$113K +2,306 +35%
WWM
317
Western Wealth Management
Colorado
$429K -$438K -8,932 -51%
Fisher Asset Management
318
Fisher Asset Management
Washington
$424K -$116K -2,368 -22%
GRP
319
Global Retirement Partners
California
$423K -$42.7K -872 -9%
TPCW
320
TD Private Client Wealth
New York
$410K +$18.1K +369 +5%
IP
321
Investment Partners
Ohio
$405K -$3.63K -74 -0.9%
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$405K -$91.2K -1,861 -19%
AAS
323
Ameritas Advisory Services
Nebraska
$404K +$95.3K +1,944 +31%
AG
324
Ascent Group
Virginia
$402K -$28.2K -575 -7%
HNB
325
Huntington National Bank
Ohio
$391K

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.