We are live on ! Find out more
IGIB icon

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
SBL
401
Sargent Bickham Lagudis
Colorado
$93K
OPW
402
Oxler Private Wealth
New York
$92.3K
FWP
403
FAS Wealth Partners
Kansas
$84K -$69.1K -1,352 -44%
EW
404
Element Wealth
Mississippi
$82K +$102 +2 +0.1%
HIIFS
405
Harel Insurance Investments & Financial Services
Israel
$77K
National Bank of Canada
406
National Bank of Canada
Quebec, Canada
$74K
SOS
407
Silver Oak Securities
Tennessee
$73.6K +$77.3K +1,512 New
CCM
408
Covington Capital Management
California
$73K
BCM
409
Bourgeon Capital Management
Connecticut
$71K
PB
410
Pinnacle Bancorp
Nebraska
$71K
BHWM
411
Beaird Harris Wealth Management
Texas
$69K +$53.3K +1,042 +273%
SCA
412
Stonebridge Capital Advisors
Minnesota
$67K
MFC
413
Mechanics Financial Corp
Ohio
$64K
AF
414
Advisornet Financial
Minnesota
$62K -$175K -3,432 -73%
CFO
415
CVA Family Office
Colorado
$58K
BWL
416
Bogart Wealth LLC
Virginia
$52K -$767 -15 -1%
HDIM
417
Hanson & Doremus Investment Management
Vermont
$52K
PMFA
418
Plante Moran Financial Advisors
Michigan
$52K +$55.5K +1,086 New
CTC
419
Central Trust Company
Missouri
$48K
CSB
420
City State Bank
Iowa
$46K
Carson Wealth (CWM LLC)
421
Carson Wealth (CWM LLC)
Nebraska
$46K +$47.9K +936 +4,255%
PCM
422
Penserra Capital Management
California
$41K -$7.26K -142 -14%
FWM
423
Focused Wealth Management
New York
$41K
CWA
424
Clearview Wealth Advisors
Oregon
$41K +$358 +7 +0.8%
FMII
425
Farmers & Merchants Investments Inc
Nebraska
$40K

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.