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iShares 5-10 Year Investment Grade Corporate Bond ETF

549 hedge funds and large institutions have $8.71B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 178 increasing their positions, 210 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 54

2.32% more ownership

Funds ownership: 81.7%84.02% (+2.3%)

0% less funds holding

Funds holding: 550549 (-1)

3% less capital invested

Capital invested by funds: $8.97B → $8.71B (-$250M)

10% less funds holding in top 10

Funds holding in top 10: 4238 (-4)

15% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 210

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $67K

Holders
549
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
8.66%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.6%
New
62
Increased
178
Reduced
210
Closed
54
Calls
Puts
$67K
Net Calls
-$67K
Net Calls Change
-$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
376
Oxinas Partners Wealth Management
Indiana
$320K -$10.4K -183 -3%
JAG
377
Journey Advisory Group
Kentucky
$320K
GA
378
Greytown Advisors
Florida
$319K
SSWM
379
Sheets Smith Wealth Management
North Carolina
$318K -$17K -300 -5%
HA
380
Herold Advisors
New York
$314K +$1.42K +25 +0.4%
SLWA
381
San Luis Wealth Advisors
California
$312K +$299K +5,272 New
CBFP
382
Cedar Brook Financial Partners
Ohio
$311K +$55.6K +981 +21%
MP
383
McDonald Partners
Ohio
$311K +$322K +5,675 New
WF
384
Welch & Forbes
Massachusetts
$308K
V
385
Veritable
Delaware
$307K
PJSIMP
386
P.J. Schmidt Investment Management (PJS)
Wisconsin
$302K +$329K +5,798 New
ClearBridge Investments
387
ClearBridge Investments
New York
$301K +$4.2K +74 +1%
PCM
388
Penserra Capital Management
California
$301K +$312K +5,498 New
GWM
389
GDS Wealth Management
Texas
$300K +$30.7K +541 +11%
SFS
390
Security Financial Services
Indiana
$294K -$3.8K -67 -1%
PIA
391
Pinion Investment Advisors
Kansas
$290K -$38.8K -684 -11%
Susquehanna International Group
392
Susquehanna International Group
Pennsylvania
$289K +$19.1K +337 +7%
WMA
393
West Michigan Advisors
Michigan
$288K +$298K +5,252 New
VCA
394
Verdence Capital Advisors
Maryland
$287K
DFC
395
DBK Financial Counsel
Ohio
$285K
AC
396
Anson Capital
Georgia
$281K +$30.5K +538 +12%
AF
397
Advisornet Financial
Minnesota
$278K +$32.8K +578 +13%
SG
398
StoneX Group
New York
$272K -$16.7K -295 -6%
SA
399
Scarborough Advisors
Maryland
$271K -$19.9M -350,745 -99%
CB
400
Commerce Bank
Missouri
$271K -$2.15M -38,005 -89%

IGIB Hedge Fund Activity: Q1 2022 in Review

549 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2022, worth a combined $8.71B — down 2.8% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IGIB positions and 54 closed out — a net gain of 8 holders — while 178 added to existing stakes and 210 trimmed.

The largest buyer was Jane Street, adding an estimated $279M. The largest seller was Bank of America, cutting an estimated $111M.

  • 549 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2022, down from 550 in Q4 2021.
  • Funds reported $8.71B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2022, down 2.8% quarter-over-quarter.
  • 62 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2022 and 54 closed out, a net change of +8 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2022 was Jane Street, an estimated $279M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2022 was Bank of America, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2022.