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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
MBFW
451
Morton Brown Family Wealth
Pennsylvania
$23.6K +$23.4K +477 New
ZIG
452
Zullo Investment Group
Pennsylvania
$23.2K
SWA
453
SOA Wealth Advisors
New York
$22.2K +$294 +6 +1%
HCA
454
Heck Capital Advisors
Wisconsin
$22.1K +$245 +5 +1%
MSCM
455
McElhenny Sheffield Capital Management
Texas
$21.3K +$21.1K +430 New
FPB
456
First PREMIER Bank
South Dakota
$20K
KOMWMG
457
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$20K +$19.4K +395 New
BWM
458
Baystate Wealth Management
Massachusetts
$20K +$19.5K +398 New
MPWT
459
MassMutual Private Wealth & Trust
Connecticut
$19K -$1.62K -33 -8%
First Manhattan
460
First Manhattan
New York
$18.6K
GJIA
461
Glass Jacobson Investment Advisors
Maryland
$16.9K +$16.8K +342 New
CTA
462
Colonial Trust Advisors
South Carolina
$16.3K +$16.2K +330 New
CWA
463
Carolina Wealth Advisors
South Carolina
$16K -$7.12M -145,186 -100%
CA
464
CoreCap Advisors
Michigan
$15.1K +$15K +305 New
National Bank of Canada
465
National Bank of Canada
Quebec, Canada
$14.9K -$60.7K -1,239 -81%
WOSD
466
WFA of San Diego
California
$14.9K +$14.7K +300 New
TFP
467
Tilia Fiduciary Partners
North Carolina
$13.4K
GFPC
468
Global Financial Private Client
Florida
$12.9K +$12.8K +261 New
CPFP
469
Clear Perspectives Financial Planning
Ohio
$12.7K +$12.5K +256 New
AIM
470
Anchor Investment Management
South Carolina
$12.4K -$9.8K -200 -44%
SC
471
Stephens Consulting
Michigan
$10.3K
SWM
472
Sugarloaf Wealth Management
Georgia
$10.2K +$98 +2 +1%
LWANC
473
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.9K
USCWA
474
U.S. Capital Wealth Advisors
Texas
$9.9K +$9.8K +200 New
BBHC
475
Brown Brothers Harriman & Co
New York
$9.7K

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.