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iShares 5-10 Year Investment Grade Corporate Bond ETF

520 hedge funds and large institutions have $7.53B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 245 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

2.67% less ownership

Funds ownership: 84.02%81.36% (-2.7%)

5% less funds holding

Funds holding: 549520 (-29)

14% less capital invested

Capital invested by funds: $8.71B → $7.53B (-$1.19B)

31% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 68

46% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 245

59% less call options, than puts

Call options by funds: $228K | Put options by funds: $550K

Holders
520
Holders Change
-29
Holders Change %
-5.28%
% of All Funds
8.76%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.64%
New
47
Increased
132
Reduced
245
Closed
68
Calls
$228K
Puts
$550K
Net Calls
-$322K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Change in
Stake
KP
401
Keel Point
Alabama
$203K -$1.41K -27 -0.7%
CCM
402
Crew Capital Management
Ohio
$203K
RF
403
RHS Financial
California
$202K +$207K +3,965 New
IAG
404
Investment Advisory Group
Massachusetts
$200K
TPA
405
Trivium Point Advisory
Connecticut
$200K +$1.51K +29 +0.7%
Lazard Asset Management
406
Lazard Asset Management
New York
$199K
NL
407
NEPC LLC
Massachusetts
$187K
CIBC Private Wealth Group
408
CIBC Private Wealth Group
Georgia
$171K
HCP
409
Hexagon Capital Partners
Arkansas
$169K +$6.78K +130 +4%
1IA
410
1834 Investment Advisors
Wisconsin
$163K -$246K -4,726 -60%
FWP
411
FAS Wealth Partners
Kansas
$157K -$65.3K -1,253 -29%
HS
412
Horan Securities
United States
$156K -$44.2K -847 -22%
TSWM
413
Tyler-Stone Wealth Management
Ohio
$144K -$12.4K -238 -8%
ACK
414
Andrew C. Karlinski
$133K -$178K -3,409 -57%
MIFH
415
Migdal Insurance & Financial Holdings
Israel
$126K -$37.1K -711 -22%
BTI
416
Blue Trust Inc
Georgia
$123K +$117K +2,245 New
BMD
417
Better Money Decisions
New Mexico
$110K +$113K +2,160 New
Kayne Anderson Rudnick Investment Management
418
Kayne Anderson Rudnick Investment Management
California
$108K +$365 +7 +0.3%
Fidelity Investments
419
Fidelity Investments
Massachusetts
$105K -$135K -2,596 -56%
SBL
420
Sargent Bickham Lagudis
Colorado
$99K
CI
421
CX Institutional
Indiana
$98K -$864K -16,580 -90%
EW
422
Element Wealth
Mississippi
$87K -$30.3K -582 -25%
HIIFS
423
Harel Insurance Investments & Financial Services
Israel
$82K
Simplex Trading
424
Simplex Trading
Illinois
$81K +$83.2K +1,595 New
CAAS
425
Capital Asset Advisory Services
Michigan
$80K +$71K +1,361 +661%

IGIB Hedge Fund Activity: Q2 2022 in Review

520 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2022, worth a combined $7.53B — down 14% from $8.71B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of IGIB and 47 opened new positions — a net loss of 21 holders — while 245 trimmed existing stakes and 132 added.

The largest buyer was Charles Schwab, adding an estimated $72.9M. The largest seller was Jane Street, cutting an estimated $244M.

  • 520 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2022, down from 549 in Q1 2022.
  • Funds reported $7.53B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 47 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2022 and 68 closed out, a net change of -21 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2022 was Charles Schwab, an estimated $72.9M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2022 was Jane Street, an estimated $244M sold.

Based on aggregated 13F filings for Q2 2022.