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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
AC
376
Anson Capital
Georgia
$207K -$41.8K -818 -16%
CAM
377
Chandler Asset Management
California
$207K
JFL
378
Jarislowsky, Fraser Ltd
Quebec, Canada
$206K
JAG
379
Journey Advisory Group
Kentucky
$205K -$40.9K -800 -16%
HGERS
380
Householder Group Estate & Retirement Specialist
Arizona
$205K -$14.3K -280 -6%
SAM
381
S.A. Mason
Michigan
$204K
CWM
382
Campbell Wealth Management
Virginia
$201K -$11.4M -223,682 -98%
SW
383
SVB Wealth
Massachusetts
$201K
KA
384
Kovack Advisors
Florida
$201K +$153 +3 +0.1%
BCA
385
Bray Capital Advisors
Florida
$195K -$215K -4,200 -51%
AIP
386
Almanack Investment Partners
Pennsylvania
$195K +$206K +4,038 New
LWP
387
Lumature Wealth Partners
Georgia
$181K -$32.8K -641 -15%
NL
388
NEPC LLC
Massachusetts
$177K
HCP
389
Hexagon Capital Partners
Arkansas
$156K -$3.89K -76 -2%
SWM
390
Spire Wealth Management
Virginia
$154K -$352K -6,882 -68%
GWM
391
Geneos Wealth Management
Colorado
$149K +$84.6K +1,655 +114%
HS
392
Horan Securities
United States
$147K +$51 +1 +0%
TSWM
393
Tyler-Stone Wealth Management
Ohio
$137K +$614 +12 +0.4%
RPCA
394
Running Point Capital Advisors
California
$132K -$142K -2,773 -50%
ACK
395
Andrew C. Karlinski
$123K -$2.66K -52 -2%
SSG
396
Summit Securities Group
New York
$121K +$128K +2,499 +249,900%
MIFH
397
Migdal Insurance & Financial Holdings
Israel
$119K
TCM
398
TD Capital Management
Tennessee
$115K +$122K +2,380 New
Kayne Anderson Rudnick Investment Management
399
Kayne Anderson Rudnick Investment Management
California
$103K +$409 +8 +0.4%
PTC
400
Private Trust Company
Ohio
$95K +$59K +1,153 +141%

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.