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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
GWM
401
Geneos Wealth Management
Colorado
$184K +$29.9K +611 +20%
PFBT
402
Parkside Financial Bank & Trust
Missouri
$183K +$181K +3,695 New
NL
403
NEPC LLC
Massachusetts
$181K
TCWA
404
Ten Capital Wealth Advisors
Washington
$169K +$167K +3,409 +37,878%
SIC
405
Salem Investment Counselors
North Carolina
$167K +$165K +3,364 New
LWP
406
Lumature Wealth Partners
Georgia
$146K -$39.4K -804 -21%
CAS
407
Coppell Advisory Solutions
Texas
$145K +$143K +2,922 New
CASC
408
Coppell Advisory Solutions Corp
Texas
$145K +$143K +2,922 New
TSWM
409
Tyler-Stone Wealth Management
Ohio
$141K +$980 +20 +0.7%
AA
410
Ancora Advisors
Ohio
$138K +$133K +2,723 +4,863%
RFA
411
Resurgent Financial Advisors
Georgia
$134K +$133K +2,712 New
HIIFS
412
Harel Insurance Investments & Financial Services
Israel
$133K +$52.9K +1,080 +67%
BCA
413
Bray Capital Advisors
Florida
$131K -$67.9K -1,385 -34%
TCM
414
TD Capital Management
Tennessee
$125K +$7.4K +151 +6%
MIFH
415
Migdal Insurance & Financial Holdings
Israel
$122K
SWM
416
Spire Wealth Management
Virginia
$119K -$38K -775 -24%
AF
417
Advisornet Financial
Minnesota
$112K +$47.6K +972 +76%
HS
418
Horan Securities
United States
$111K -$39.3K -801 -26%
HCP
419
Hexagon Capital Partners
Arkansas
$108K -$52K -1,061 -33%
Kayne Anderson Rudnick Investment Management
420
Kayne Anderson Rudnick Investment Management
California
$106K +$539 +11 +0.5%
SBL
421
Sargent Bickham Lagudis
Colorado
$95.7K
BNP Paribas Financial Markets
422
BNP Paribas Financial Markets
France
$93.3K +$66.3K +1,352 +254%
LFG
423
Larson Financial Group
Missouri
$92.4K +$80.4K +1,640 +722%
FWP
424
FAS Wealth Partners
Kansas
$86.7K +$931 +19 +1%
EW
425
Element Wealth
Mississippi
$84.5K +$98 +2 +0.1%

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.