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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
CAM
476
Costello Asset Management
Pennsylvania
$9.51K
PVH
477
Psagot Value Holdings
Israel
$9K
AIC
478
Archer Investment Corporation
Indiana
$8.62K
TAM
479
Tucker Asset Management
Colorado
$8.3K +$5K +102 +157%
IRC
480
Investors Research Corp
Georgia
$8.22K
EWM
481
EPG Wealth Management
Georgia
$7.93K +$98 +2 +1%
AIA
482
Armor Investment Advisors
North Carolina
$7.92K
SIS
483
Sound Income Strategies
Florida
$7.82K
VCM
484
Viewpoint Capital Management
Washington
$7.03K
MHR
485
Matthew Hamilton Rosenberg
$6.78K -$5.69K -116 -46%
GGI
486
Godsey & Gibb Inc
Virginia
$6.63K +$6.57K +134 New
MLA
487
MB, Levis & Associates
Pennsylvania
$6.54K +$6.47K +132 New
VCM
488
Vigilant Capital Management
Maine
$6K
RG
489
Retirement Group
California
$6K +$5.74K +117 New
CWA
490
Clearview Wealth Advisors
Oregon
$5.38K -$36.1K -737 -87%
CPG
491
Cornerstone Planning Group
New Jersey
$5.06K +$4.8K +98 New
AWM
492
Accel Wealth Management
Iowa
$4.7K
CA
493
Clearstead Advisors
Ohio
$4.46K
CT
494
Cambridge Trust
Massachusetts
$4K -$3.43K -70 -48%
DAM
495
Delta Asset Management
Tennessee
$3.71K +$3.68K +75 New
GEA
496
Glen Eagle Advisors
New Jersey
$3.12K
ASBI
497
American State Bank (Iowa)
Iowa
$2.77K
DCM
498
Davidson Capital Management
Texas
$2.72K +$2.7K +55 New
FMB
499
Field & Main Bank
Kentucky
$2.67K +$2.65K +54 New
PO
500
Private Ocean
California
$2.43K

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.