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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
CB
526
Commerce Bank
Missouri
-$205K -4,015 Closed
OPWM
527
Oxinas Partners Wealth Management
Indiana
-$205K -4,015 Closed
FWM
528
Foresight Wealth Management
Utah
-$204K -4,000 Closed
CCM
529
Crew Capital Management
Ohio
-$203K -3,975 Closed
IAG
530
Investment Advisory Group
Massachusetts
-$200K -3,900 Closed
KP
531
Keel Point
Alabama
-$203K -3,869 Closed
CIBC Private Wealth Group
532
CIBC Private Wealth Group
Georgia
-$171K -3,350 Closed
1IA
533
1834 Investment Advisors
Wisconsin
-$163K -3,202 Closed
BTI
534
Blue Trust Inc
Georgia
-$123K -2,245 Closed
BMD
535
Better Money Decisions
New Mexico
-$110K -2,160 Closed
CI
536
CX Institutional
Indiana
-$98K -1,911 Closed
Simplex Trading
537
Simplex Trading
Illinois
-$81K -1,595 Closed
CAAS
538
Capital Asset Advisory Services
Michigan
-$80K -1,567 Closed
KFS
539
Kelly Financial Services
Massachusetts
-$70.3K -1,376 Closed
COCM
540
Charter Oak Capital Management
New Hampshire
-$61K -1,197 Closed
PGAM
541
Princeton Global Asset Management
New Jersey
-$60K -1,168 Closed
AFS
542
Annapolis Financial Services
Maryland
-$58K -1,132 Closed
BWP
543
Baldwin Wealth Partners
Massachusetts
-$48K -940 Closed
SWM
544
SeaCrest Wealth Management
New York
-$45K -874 Closed
VVP
545
Venture Visionary Partners
Ohio
-$36K -705 Closed
KTC
546
Kistler-Tiffany Companies
Pennsylvania
-$28K -547 Closed
CA
547
CoreCap Advisors
Michigan
-$24K -466 Closed
BWM
548
Baystate Wealth Management
Massachusetts
-$13K -254 Closed
RG
549
Retirement Group
California
-$12K -234 Closed
RIM
550
Rockbridge Investment Management
New York
-$8.94K -175 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.