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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
EWM
501
Empirical Wealth Management
Washington
-$597K -11,701 Closed
SAM
502
Stone Asset Management
Texas
-$553K -10,836 Closed
OWP
503
Obermeyer Wealth Partners
Colorado
-$526K -10,297 Closed
Cerity Partners
504
Cerity Partners
New York
-$417K -8,178 Closed
SXL
505
Summit X LLC
Missouri
-$364K -7,149 Closed
EBA
506
Eagle Bay Advisors
New York
-$350K -6,852 -100%
FCA
507
FLC Capital Advisors
California
-$341K -6,669 Closed
Verition Fund Management
508
Verition Fund Management
Connecticut
-$338K -6,622 Closed
IF
509
Intrua Financial
Texas
-$316K -6,185 Closed
CG
510
Colony Group
Massachusetts
-$295K -5,787 Closed
MP
511
McDonald Partners
Ohio
-$290K -5,675 Closed
FNBOMD
512
First National Bank of Mount Dora
Florida
-$289K -5,656 Closed
WMG
513
WESCAP Management Group
California
-$286K -5,608 Closed
TC
514
Trilogy Capital
California
-$282K -5,515 Closed
SS
515
Simplicity Solutions
Minnesota
-$272K -5,332 Closed
EPP
516
ETF Portfolio Partners
Kansas
-$270K -5,294 Closed
PBO
517
Peoples Bank (Ohio)
Ohio
-$235K -4,614 Closed
VWA
518
V Wealth Advisors
Kansas
-$227K -4,442 Closed
CCA
519
Clearwater Capital Advisors
Illinois
-$226K -4,431 Closed
SFG
520
Summit Financial Group
West Virginia
-$224K -4,395 Closed
TNBTD
521
Trustmark National Bank Trust Department
Mississippi
-$224K -4,383 Closed
SG
522
StoneX Group
New York
-$221K -4,323 Closed
RI
523
Ridgewood Investments
New Jersey
-$218K -4,274 Closed
MCWS
524
McKinley Carter Wealth Services
West Virginia
-$213K -4,176 Closed
DE
525
Day & Ennis
Georgia
-$207K -4,050 Closed

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.