We are live on ! Find out more
IGIB icon

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
SFA
351
Sequoia Financial Advisors
Ohio
$285K +$39.8K +764 +16%
WMA
352
West Michigan Advisors
Michigan
$284K +$16.3K +312 +6%
TC
353
Trilogy Capital
California
$282K -$66.9K -1,283 -19%
William Blair & Company
354
William Blair & Company
Illinois
$281K -$131K -2,521 -31%
RPCA
355
Running Point Capital Advisors
California
$281K +$101K +1,940 +54%
CAL
356
Capital Analysts LLC
Pennsylvania
$280K +$75.3K +1,445 +36%
VCA
357
Verdence Capital Advisors
Maryland
$279K +$12K +230 +4%
GIA
358
Gladstone Institutional Advisory
Florida
$277K -$82.6K -1,585 -23%
AWM
359
Avior Wealth Management
Nebraska
$275K +$45.9K +881 +20%
SS
360
Simplicity Solutions
Minnesota
$272K -$71.2K -1,365 -20%
EPP
361
ETF Portfolio Partners
Kansas
$270K -$326K -6,252 -54%
ClearBridge Investments
362
ClearBridge Investments
New York
$270K -$10.4K -200 -4%
AWM
363
Altium Wealth Management
New York
$269K +$275K +5,277 New
EWM
364
Evercore Wealth Management
New York
$268K -$4.89M -93,730 -95%
CSIA
365
Charles Schwab Investment Advisory
California
$268K +$77.3K +1,482 +39%
APA
366
American Portfolios Advisors
New York
$267K +$34.1K +654 +14%
JAG
367
Journey Advisory Group
Kentucky
$266K -$40.4K -775 -13%
AC
368
Anson Capital
Georgia
$261K
PIA
369
Pinion Investment Advisors
Kansas
$260K -$9.64K -185 -4%
RFC
370
Regions Financial Corp
Alabama
$257K -$74.9K -1,437 -22%
JLBC
371
J.L. Bainbridge & Co
Florida
$250K
BCV
372
Banque Cantonale Vaudoise
Switzerland
$249K -$71.1K -1,364 -22%
EAM
373
Evanson Asset Management
California
$248K
AF
374
Advisornet Financial
Minnesota
$241K -$17.6K -338 -7%
HA
375
Herold Advisors
New York
$238K -$54.5K -1,045 -18%

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.