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iShares 5-10 Year Investment Grade Corporate Bond ETF

520 hedge funds and large institutions have $7.53B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 245 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

2.67% less ownership

Funds ownership: 84.02%81.36% (-2.7%)

5% less funds holding

Funds holding: 549520 (-29)

14% less capital invested

Capital invested by funds: $8.71B → $7.53B (-$1.19B)

31% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 68

46% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 245

59% less call options, than puts

Call options by funds: $228K | Put options by funds: $550K

Holders
520
Holders Change
-29
Holders Change %
-5.28%
% of All Funds
8.76%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.64%
New
47
Increased
132
Reduced
245
Closed
68
Calls
$228K
Puts
$550K
Net Calls
-$322K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
476
Matthew Hamilton Rosenberg
$15K
FPS
477
Fieldpoint Private Securities
Connecticut
$14K +$14.4K +276 New
KSWA
478
Kathleen S. Wright Associates
Pennsylvania
$13K +$1.3K +25 +11%
BWM
479
Baystate Wealth Management
Massachusetts
$13K +$13.2K +254 New
Bank of Montreal
480
Bank of Montreal
Ontario, Canada
$12.4K -$613K -11,767 -5%
LFG
481
Larson Financial Group
Missouri
$12K -$10.2K -195 -46%
RG
482
Retirement Group
California
$12K +$8.13K +156 +200%
CMP
483
Coston McIsaac & Partners
Maine
$12K +$12K +230 New
FDCDDQ
484
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1K
FFA
485
Founders Financial Alliance
North Carolina
$11K -$33.3K -638 -74%
PFA
486
Professional Financial Advisors
Nebraska
$11K -$11.1K -213 -50%
SC
487
Stephens Consulting
Michigan
$10.6K
CIAS
488
Capital Investment Advisory Services
North Carolina
$10K
CAM
489
Costello Asset Management
Pennsylvania
$10K
LWANC
490
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K
SWM
491
Sugarloaf Wealth Management
Georgia
$10K +$104 +2 +1%
AWM
492
Accel Wealth Management
Iowa
$9K
PVH
493
Psagot Value Holdings
Israel
$9K
RIM
494
Rockbridge Investment Management
New York
$8.94K -$45K -863 -83%
AIC
495
Archer Investment Corporation
Indiana
$8.88K
SIS
496
Sound Income Strategies
Florida
$8K -$1.51K -29 -16%
TWA
497
TCI Wealth Advisors
Arizona
$8K +$7.82K +150 New
CHC
498
City Holding Co
West Virginia
$8K +$8.55K +164 New
GWMIA
499
Global Wealth Management Investment Advisory
Florida
$7K
PFBT
500
Parkside Financial Bank & Trust
Missouri
$7K

IGIB Hedge Fund Activity: Q2 2022 in Review

520 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2022, worth a combined $7.53B — down 14% from $8.71B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of IGIB and 47 opened new positions — a net loss of 21 holders — while 245 trimmed existing stakes and 132 added.

The largest buyer was Charles Schwab, adding an estimated $72.9M. The largest seller was Jane Street, cutting an estimated $244M.

  • 520 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2022, down from 549 in Q1 2022.
  • Funds reported $7.53B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 47 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2022 and 68 closed out, a net change of -21 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2022 was Charles Schwab, an estimated $72.9M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2022 was Jane Street, an estimated $244M sold.

Based on aggregated 13F filings for Q2 2022.