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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
CCA
526
Conservest Capital Advisors
Pennsylvania
-$2.22M -40,420 Closed
Millennium Management
527
Millennium Management
New York
-$2.18M -39,672 Closed
AWM
528
Aries Wealth Management
Maine
-$1.47M -26,781 Closed
LFS
529
Lutz Financial Services
Nebraska
-$1.33M -24,261 Closed
PCG
530
Private Capital Group
Connecticut
-$1.3M -23,658 Closed
SIA
531
Schechter Investment Advisors
Michigan
-$1.21M -22,096 Closed
HWIS
532
Hancock Whitney Investment Services
Louisiana
-$1.03M -18,714 Closed
BFG
533
Barber Financial Group
Kansas
-$924K -16,837 Closed
FA
534
Fiducient Advisors
Illinois
-$784K -14,292 Closed
TI
535
Truepoint Inc
Ohio
-$746K -13,600 Closed
DSN
536
D. Scott Neal
Kentucky
-$738K -13,442 Closed
MPW
537
MA Private Wealth
California
-$719K -13,102 Closed
AIA
538
Acute Investment Advisory
Arizona
-$701K -12,783 Closed
TLFA
539
True Link Financial Advisors
California
-$698K -12,716 Closed
JWCA
540
J.W. Cole Advisors
Florida
-$603K -10,984 Closed
MIH
541
Meitav Investment House
Israel
-$539K -9,839 Closed
RFO
542
RiverGlades Family Offices
Florida
-$539K -9,829 Closed
FM
543
Foster & Motley
Ohio
-$449K -8,179 Closed
Lido Advisors
544
Lido Advisors
California
-$425K -7,751 Closed
LG
545
LaFleur & Godfrey
Michigan
-$412K -7,500 Closed
SOS
546
Silver Oak Securities
Tennessee
-$393K -7,368 Closed
SIM
547
Stratos Investment Management
Ohio
-$377K -6,865 Closed
SP
548
Successful Portfolios
Florida
-$368K -6,706 Closed
CCM
549
Crabel Capital Management
California
-$342K -6,240 Closed
CW
550
CreativeOne Wealth
Kansas
-$321K -5,845 Closed

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.