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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
TF
351
TimeScale Financial
Massachusetts
$318K
OWP
352
Obermeyer Wealth Partners
Colorado
$317K +$314K +6,410 New
CAL
353
Capital Analysts LLC
Pennsylvania
$315K +$20.1K +411 +7%
FGAM
354
Financial Gravity Asset Management
Texas
$309K -$16.4K -334 -87%
VCA
355
Verdence Capital Advisors
Maryland
$307K
GCL
356
Gouws Capital LLC
North Carolina
$302K
BFW
357
Brady Family Wealth
Missouri
$302K +$299K +6,090 New
BA
358
Bellwether Advisors
Nebraska
$298K -$482K -9,836 -62%
WIA
359
World Investment Advisors
California
$295K -$296K -6,046 -50%
GWM
360
GDS Wealth Management
Texas
$282K -$25.9K -528 -8%
CL
361
Choreo LLC
Illinois
$282K
WQ
362
Wealth Quarterback
New Jersey
$274K -$48.3K -986 -15%
WF
363
Welch & Forbes
Massachusetts
$273K
AWM
364
Avior Wealth Management
Nebraska
$272K +$2.94K +60 +1%
SPC
365
Sigma Planning Corp
Michigan
$258K -$23K -469 -8%
SWM
366
Seaside Wealth Management
California
$257K
RF
367
RHS Financial
California
$256K -$89.5K -1,826 -26%
EWM
368
Evercore Wealth Management
New York
$255K -$4.71K -96 -2%
SSWM
369
Sheets Smith Wealth Management
North Carolina
$247K
WAP
370
Wealthcare Advisory Partners
Pennsylvania
$242K +$240K +4,896 New
JLBC
371
J.L. Bainbridge & Co
Florida
$242K
AWM
372
Apollon Wealth Management
South Carolina
$242K +$17.1K +349 +8%
EAM
373
Evanson Asset Management
California
$240K
AUB
374
Atlantic Union Bankshares
Virginia
$238K -$61.4K -1,253 -21%
ClearBridge Investments
375
ClearBridge Investments
New York
$237K -$16.7K -340 -7%

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.