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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
NRC
426
New Republic Capital
North Carolina
$73.7K +$72.9K +1,488 New
PB
427
Pinnacle Bancorp
Nebraska
$73K
BCM
428
Bourgeon Capital Management
Connecticut
$72.8K
SCA
429
Stonebridge Capital Advisors
Minnesota
$68.6K
BHWM
430
Beaird Harris Wealth Management
Texas
$66.8K -$3.58K -73 -5%
MFC
431
Mechanics Financial Corp
Ohio
$66K
CFO
432
CVA Family Office
Colorado
$59.2K
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$58K +$10.7K +218 +23%
FWM
434
Focused Wealth Management
New York
$54.5K +$12.3K +250 +29%
HDIM
435
Hanson & Doremus Investment Management
Vermont
$53K
CSB
436
City State Bank
Iowa
$47K
CHC
437
City Holding Co
West Virginia
$46.9K +$8.33K +170 +22%
FMII
438
Farmers & Merchants Investments Inc
Nebraska
$41.3K
FFA
439
Farther Finance Advisors
California
$39.7K +$39.4K +803 New
MCC
440
Money Concepts Capital
Florida
$38.4K +$38K +776 New
CFB
441
Cullen/Frost Bankers
Texas
$35.1K -$2.75K -56 -7%
SC
442
SouthState Corp
Florida
$34.4K
AWM
443
AllSquare Wealth Management
New York
$32.2K
JAM
444
JCIC Asset Management
Ontario, Canada
$31K
FFA
445
Founders Financial Alliance
North Carolina
$30.3K
JMF
446
Johnson Midwest Financial
Iowa
$29K
CPA
447
Cardiff Park Advisors
California
$28.2K
HR
448
Howe & Rusling
New York
$25.2K +$24.9K +509 New
CB
449
Community Bank
New York
$24.6K
FA
450
Faithward Advisors
Pennsylvania
$24.4K

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.