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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
National Bank of Canada
426
National Bank of Canada
Quebec, Canada
$79K
CCM
427
Covington Capital Management
California
$78K
BCM
428
Bourgeon Capital Management
Connecticut
$75K
PB
429
Pinnacle Bancorp
Nebraska
$75K
GWM
430
Geneos Wealth Management
Colorado
$74K -$16.4K -315 -18%
SCA
431
Stonebridge Capital Advisors
Minnesota
$71K
KFS
432
Kelly Financial Services
Massachusetts
$70.3K +$71.7K +1,376 New
MFC
433
Mechanics Financial Corp
Ohio
$68K
COCM
434
Charter Oak Capital Management
New Hampshire
$61K -$5.74K -110 -8%
CFO
435
CVA Family Office
Colorado
$61K
PGAM
436
Princeton Global Asset Management
New Jersey
$60K
AFS
437
Annapolis Financial Services
Maryland
$58K -$975K -18,693 -94%
BWL
438
Bogart Wealth LLC
Virginia
$56K
HDIM
439
Hanson & Doremus Investment Management
Vermont
$55K
CFN
440
Cordasco Financial Network
Florida
$51K
TRCT
441
Tower Research Capital (TRC)
New York
$51K +$42.6K +817 +446%
PCM
442
Penserra Capital Management
California
$50K -$235K -4,504 -82%
CTC
443
Central Trust Company
Missouri
$50K
CSB
444
City State Bank
Iowa
$49K
BWP
445
Baldwin Wealth Partners
Massachusetts
$48K -$88.4K -1,696 -64%
SWM
446
SeaCrest Wealth Management
New York
$45K +$45.6K +874 New
FWM
447
Focused Wealth Management
New York
$43K -$570K -10,936 -93%
FMII
448
Farmers & Merchants Investments Inc
Nebraska
$43K
CWA
449
Clearview Wealth Advisors
Oregon
$43K +$261 +5 +0.6%
PTC
450
Private Trust Company
Ohio
$42K +$42.8K +820 New

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.