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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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$61.8M +$65.3M +1,278,023 +61,980%
AIMU
27
Allianz Investment Management US
Minnesota
$48.2M +$24.6M +480,900 +93%
CW
28
Connectus Wealth
Ohio
$47.6M +$14.9M +292,275 +42%
Stifel Financial
29
Stifel Financial
Missouri
$45.7M -$35.6K -696 -0.1%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.8M -$37M -722,887 -78%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$43.1M +$2.23M +43,594 +5%
AIA
32
Ally Invest Advisors
North Carolina
$41.9M +$32.8K +642 +0.1%
OCM
33
One Capital Management
California
$40.6M +$6.77M +132,332 +19%
BSB
34
Bangor Savings Bank
Maine
$39.3M -$2.18M -42,542 -5%
HTC
35
Haverford Trust Company
Pennsylvania
$38.2M +$414K +8,095 +1%
AFIMH
36
American Family Insurance Mutual Holding
Wisconsin
$36.3M
ST
37
Sabal Trust
Florida
$35.6M +$501K +9,796 +1%
GG
38
Greenwood Gearhart
Arkansas
$35.5M +$11.5M +224,646 +44%
Truist Financial
39
Truist Financial
North Carolina
$34.1M -$2.21M -43,298 -6%
PWAG
40
Polaris Wealth Advisory Group
California
$30.4M +$32.4M +633,376 New
PG
41
Proffitt & Goodson
Tennessee
$27.3M +$6.56M +128,318 +29%
FLA
42
Financial Life Advisors
Texas
$25.5M -$4.64M -90,757 -15%
AFG
43
Arkansas Financial Group
Arkansas
$25.3M -$207K -4,055 -0.8%
BCM
44
Brookstone Capital Management
Illinois
$20.3M -$2.96M -57,886 -12%
Legacy Financial Group (Iowa)
45
Legacy Financial Group (Iowa)
Iowa
$20.1M -$1.64M -32,168 -7%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$19.9M +$1.02M +19,931 +5%
VA
47
Verdad Advisers
Massachusetts
$19.3M +$20.5M +400,000 New
Osaic Holdings
48
Osaic Holdings
Arizona
$17.6M -$3.58M -70,043 -16%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$16.3M -$15.3M -300,000 -47%
AFG
50
Albion Financial Group
Utah
$16M -$195K -3,812 -1%

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.