We are live on ! Find out more
IGIB icon

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
KFAA
26
Klaas Financial Asset Advisors
Illinois
$64.4M -$981K -20,019 -2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$63.1M +$18.7M +380,865 +43%
BlackRock
28
BlackRock
New York
$59.5M -$13.3M -270,495 -18%
KeyBank National Association
29
KeyBank National Association
Ohio
$59.5M -$5.18M -105,745 -8%
RJA
30
Raymond James & Associates
Florida
$55.7M -$11.3M -230,829 -17%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$50.1M +$49.1M +1,001,515 +9,886%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.1M +$37.4M +763,668 +366%
Stifel Financial
33
Stifel Financial
Missouri
$43.2M -$3.66M -74,653 -8%
AIA
34
Ally Invest Advisors
North Carolina
$42.5M -$448K -9,146 -1%
OCM
35
One Capital Management
California
$42.2M +$505K +10,312 +1%
HTC
36
Haverford Trust Company
Pennsylvania
$39.4M +$250K +5,109 +0.6%
CW
37
Connectus Wealth
Ohio
$38.8M -$9.91M -202,099 -20%
AIMU
38
Allianz Investment Management US
Minnesota
$38.6M -$10.8M -220,000 -22%
PI
39
PFS Investments
Georgia
$38.3M +$3.7M +75,564 +11%
AIM
40
Acropolis Investment Management
Missouri
$38.2M +$33.1M +675,156 +706%
GG
41
Greenwood Gearhart
Arkansas
$38.1M +$1.68M +34,367 +5%
AFIMH
42
American Family Insurance Mutual Holding
Wisconsin
$37.2M
Truist Financial
43
Truist Financial
North Carolina
$36.7M +$1.65M +33,578 +5%
PWAG
44
Polaris Wealth Advisory Group
California
$36.2M +$3.78M +77,053 +12%
ST
45
Sabal Trust
Florida
$34M -$2.45M -49,905 -7%
BSB
46
Bangor Savings Bank
Maine
$33.4M -$6.82M -139,039 -17%
BCP
47
Blue Chip Partners
Michigan
$32.4M +$32.1M +654,506 New
BHWM
48
Bar Harbor Wealth Management
New Hampshire
$29.9M +$25M +510,228 +545%
TFA
49
TPG Financial Advisors
Oregon
$24.2M +$9.47M +193,275 +65%
PG
50
Proffitt & Goodson
Tennessee
$23M -$4.93M -100,604 -18%

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.