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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
CA
501
Crewe Advisors
Utah
$2.23K
EE
502
EWG Elevate
California
$2.13K +$2.11K +43 New
TRCT
503
Tower Research Capital (TRC)
New York
$2K -$147 -3 -8%
CFD
504
Creative Financial Designs
Indiana
$1.98K +$49 +1 +3%
BWL
505
Bogart Wealth LLC
Virginia
$1.93K -$50.7K -1,034 -96%
ADL
506
Asset Dedication LLC
California
$1K
KFI
507
Key Financial Inc
Pennsylvania
$401
ACA
508
Aptus Capital Advisors
Alabama
$50 -$21K -429 -100%
GA
509
GoalVest Advisory
New York
$50
CMA
510
Cedar Mountain Advisors
Oregon
$1
Jane Street
511
Jane Street
New York
-$74.3M -1,539,856 Closed
VA
512
Verdad Advisers
Massachusetts
-$19.3M -400,000 Closed
Citadel Advisors
513
Citadel Advisors
Florida
-$3.31M -67,486 Closed
HWM
514
HB Wealth Management
Georgia
-$2.31M -47,800 Closed
OFG
515
OTA Financial Group
New York
-$2.01M -41,662 Closed
WP
516
WealthSource Partners
California
-$1.95M -40,303 Closed
FAM
517
Forte Asset Management
New York
-$1.7M -35,286 Closed
RFN
518
RDA Financial Network
Iowa
-$1.41M -29,242 Closed
CF
519
Centaurus Financial
California
-$1.1M -22,790 Closed
SFO
520
Standard Family Office
South Dakota
-$966K -20,000 Closed
HF
521
HRT Financial
New York
-$824K -17,079 Closed
FTUS
522
Flow Traders U.S.
New York
-$744K -15,402 Closed
UWM
523
USAdvisors Wealth Management
Minnesota
-$554K -11,465 Closed
CPSC
524
Carl P. Sherr & Co
Massachusetts
-$537K -11,114 Closed
VFPW
525
Vantage Financial Partners (Wisconsin)
Wisconsin
-$508K -10,526 Closed

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.