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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
CGFA
326
Colton Groome Financial Advisors
North Carolina
$387K -$788K -16,077 -67%
HIS
327
Horizon Investment Services
Indiana
$384K -$129K -2,641 -25%
RW
328
Rede Wealth
Virginia
$383K -$76.6K -1,562 -17%
LF
329
Lee Financial
Texas
$381K
TFS
330
TrustCore Financial Services
Tennessee
$380K +$53K +1,082 +16%
CAPTRUST Financial Advisors
331
CAPTRUST Financial Advisors
North Carolina
$378K -$52.3K -1,067 -12%
EW
332
Enzi Wealth
Texas
$376K -$6.52K -133 -2%
FWP
333
Falcon Wealth Planning
California
$375K -$19.1K -390 -5%
WS
334
Wedbush Securities
California
$375K +$7.84K +160 +2%
AIM
335
Aspen Investment Management
Michigan
$374K -$3.68K -75 -1%
SXL
336
Summit X LLC
Missouri
$365K +$350K +7,149 New
FA
337
FC Advisory
Pennsylvania
$363K +$75.2K +1,535 +26%
CC
338
Courier Capital
New York
$363K -$96.6K -1,970 -21%
FFG
339
Fullen Financial Group
Ohio
$360K +$2.84K +58 +0.8%
PA
340
Parkside Advisors
California
$357K +$354K +7,213 New
MIH
341
Meitav Investment House
Israel
$356K -$111K -2,259 -24%
PFS
342
Prospera Financial Services
Texas
$353K +$32.7K +668 +10%
SCG
343
Sonata Capital Group
Washington
$352K
FCA
344
Fortis Capital Advisors
Kansas
$351K +$347K +7,080 New
PA
345
PFG Advisors
Arizona
$350K +$5.69K +116 +2%
WA
346
Waverly Advisors
Alabama
$345K +$125K +2,550 +58%
PWW
347
Pettyjohn Wood & White
Virginia
$336K -$7.35K -150 -2%
OMC
348
Old Mission Capital
Illinois
$328K -$705K -14,373 -68%
LFS
349
Lutz Financial Services
Nebraska
$328K +$325K +6,620 New
DAS
350
Dynamic Advisor Solutions
Arizona
$327K -$39.3K -802 -11%

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.