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iShares 5-10 Year Investment Grade Corporate Bond ETF

486 hedge funds and large institutions have $7.04B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 143 increasing their positions, 212 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $473K

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

1.42% less ownership

Funds ownership: 81.36%79.93% (-1.4%)

6% less capital invested

Capital invested by funds: $7.53B → $7.04B (-$482M)

7% less funds holding

Funds holding: 520486 (-34)

33% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 212

41% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 69

Holders
486
Holders Change
-34
Holders Change %
-6.54%
% of All Funds
8.37%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.65%
New
41
Increased
143
Reduced
212
Closed
69
Calls
$1.24M
Puts
$473K
Net Calls
+$769K
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
351
Seaside Wealth Management
California
$249K +$265K +5,185 New
ClearBridge Investments
352
ClearBridge Investments
New York
$247K -$8.9K -174 -3%
GIA
353
Gladstone Institutional Advisory
Florida
$246K -$16.1K -314 -6%
PIA
354
Pinion Investment Advisors
Kansas
$246K -$409 -8 -0.2%
SSWM
355
Sheets Smith Wealth Management
North Carolina
$241K -$40.9K -800 -14%
FAIM
356
Financial Advocates Investment Management
Washington
$238K -$51.8K -1,013 -17%
CBFP
357
Cedar Brook Financial Partners
Ohio
$237K -$206K -4,027 -45%
JLBC
358
J.L. Bainbridge & Co
Florida
$236K -$51 -1 -0%
WIM
359
WealthPlan Investment Management
Nebraska
$236K +$238K +4,647 New
BCV
360
Banque Cantonale Vaudoise
Switzerland
$235K
EAM
361
Evanson Asset Management
California
$234K
APA
362
American Portfolios Advisors
New York
$233K -$20.3K -397 -8%
IWM
363
IHT Wealth Management
Illinois
$228K +$242K +4,728 New
HA
364
Herold Advisors
New York
$225K
ZIM
365
Zacks Investment Management
Illinois
$223K +$236K +4,616 New
LI
366
LMCG Investments
Massachusetts
$221K -$6.02M -117,716 -96%
AWM
367
Apollon Wealth Management
South Carolina
$219K -$65K -1,271 -22%
BAM
368
Belpointe Asset Management
Nevada
$218K +$10.7K +209 +5%
RFC
369
Regions Financial Corp
Alabama
$217K -$28.1K -550 -11%
WA
370
Waverly Advisors
Alabama
$213K +$226K +4,418 New
DJSG
371
D.J. St. Germain
Massachusetts
$212K
FA
372
Flagstar Advisors
New York
$211K
FCA
373
FinTrust Capital Advisors
South Carolina
$210K -$8.59K -168 -4%
TC
374
TAGStone Capital
North Carolina
$210K +$223K +4,356 New
WMA
375
West Michigan Advisors
Michigan
$208K -$64.3K -1,257 -23%

IGIB Hedge Fund Activity: Q3 2022 in Review

486 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2022, worth a combined $7.04B — down 6.4% from $7.53B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of IGIB and 41 opened new positions — a net loss of 28 holders — while 212 trimmed existing stakes and 143 added.

The largest buyer was Gradient Investments, opening a new position worth an estimated $92.9M. The largest seller was Dai-ichi Life Insurance Company, exiting entirely with an estimated $167M sold.

  • 486 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2022, down from 520 in Q2 2022.
  • Funds reported $7.04B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2022, down 6.4% quarter-over-quarter.
  • 41 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2022 and 69 closed out, a net change of -28 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2022 was Gradient Investments, an estimated $92.9M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2022 was Dai-ichi Life Insurance Company, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2022.