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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
Bank of Montreal
451
Bank of Montreal
Ontario, Canada
$12.3K +$443K +8,664 +4%
MHR
452
Matthew Hamilton Rosenberg
$12K -$1.89K -37 -13%
CMP
453
Coston McIsaac & Partners
Maine
$11K
LFG
454
Larson Financial Group
Missouri
$11K
FDCDDQ
455
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.5K
SC
456
Stephens Consulting
Michigan
$10K
LWANC
457
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K
PFA
458
Professional Financial Advisors
Nebraska
$10K
SWM
459
Sugarloaf Wealth Management
Georgia
$10K +$51 +1 +0.5%
CAM
460
Costello Asset Management
Pennsylvania
$9K
BBHC
461
Brown Brothers Harriman & Co
New York
$9K +$3.89K +76 +63%
AIC
462
Archer Investment Corporation
Indiana
$8.4K
AIA
463
Armor Investment Advisors
North Carolina
$8K -$8.18K -160 -50%
PVH
464
Psagot Value Holdings
Israel
$8K
SIS
465
Sound Income Strategies
Florida
$8K
IRC
466
Investors Research Corp
Georgia
$8K +$2.45K +48 +41%
EWM
467
EPG Wealth Management
Georgia
$8K +$8.08K +158 New
CT
468
Cambridge Trust
Massachusetts
$7K -$15.1K -296 -67%
VCM
469
Viewpoint Capital Management
Washington
$7K
VCM
470
Vigilant Capital Management
Maine
$6K
AWM
471
Accel Wealth Management
Iowa
$5K -$3.58K -70 -42%
GWSG
472
GPS Wealth Strategies Group
Colorado
$5K +$2.2K +43 +61%
WFA
473
Wipfli Financial Advisors
Wisconsin
$5K +$5.11K +100 New
CA
474
Clearstead Advisors
Ohio
$4K
TAM
475
Tucker Asset Management
Colorado
$3.11K

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.