We are live on ! Find out more
IGIB icon

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
CBFP
376
Cedar Brook Financial Partners
Ohio
$234K -$8.04K -164 -3%
TPA
377
Trivium Point Advisory
Connecticut
$229K -$194K -3,965 -47%
IWM
378
IHT Wealth Management
Illinois
$226K -$8.14K -166 -4%
William Blair & Company
379
William Blair & Company
Illinois
$226K -$99.3K -2,026 -31%
WIM
380
WealthPlan Investment Management
Nebraska
$226K -$9.61K -196 -4%
CWM
381
Centurion Wealth Management
Virginia
$226K +$223K +4,556 New
WP
382
WealthPLAN Partners
Nebraska
$225K +$218K +4,451 New
RPCA
383
Running Point Capital Advisors
California
$222K +$85K +1,735 +63%
FTS
384
Fifth Third Securities
Ohio
$221K -$193K -3,930 -47%
SCA
385
Snowden Capital Advisors
New York
$220K -$49.4K -1,008 -18%
TC
386
TAGStone Capital
North Carolina
$218K +$2.35K +48 +1%
FCA
387
FinTrust Capital Advisors
South Carolina
$218K
PTC
388
Private Trust Company
Ohio
$215K +$116K +2,374 +120%
SSB
389
Sandy Spring Bank
Maryland
$213K -$214K -4,373 -50%
BCV
390
Banque Cantonale Vaudoise
Switzerland
$212K -$28.4K -580 -12%
JFL
391
Jarislowsky, Fraser Ltd
Quebec, Canada
$211K
JAG
392
Journey Advisory Group
Kentucky
$210K
SAM
393
S.A. Mason
Michigan
$210K
CAM
394
Chandler Asset Management
California
$207K
LWM
395
LJI Wealth Management
Indiana
$206K +$204K +4,170 New
SW
396
SVB Wealth
Massachusetts
$206K
FA
397
Flagstar Advisors
New York
$204K -$12.6K -258 -6%
CCA
398
Clearwater Capital Advisors
Illinois
$204K +$202K +4,116 New
SFG
399
Sovereign Financial Group
Connecticut
$203K +$201K +4,102 New
CW
400
CreativeOne Wealth
Kansas
$201K +$199K +4,069 New

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.