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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
FG
526
Fiduciary Group
Georgia
-$480K -9,766 Closed
BJL
527
Brighton Jones LLC
Washington
-$449K -9,290 Closed
WANY
528
Wealthspire Advisors (New York)
New York
-$429K -8,891 Closed
LF
529
LifeSteps Financial
California
-$421K -8,728 Closed
SW
530
SlateStone Wealth
Florida
-$412K -8,540 Closed
TSA
531
Tri-Star Advisors
Texas
-$388K -8,048 Closed
OIA
532
OneDigital Investment Advisors
Kansas
-$362K -7,505 Closed
MA
533
MUFG Americas
New York
-$341K -7,058 Closed
IIC
534
Integrated Investment Consultants
Michigan
-$329K -6,814 Closed
IA
535
Inspire Advisors
Idaho
-$307K -6,365 Closed
CAG
536
Csenge Advisory Group
Florida
-$290K -6,000 Closed
GA
537
Greytown Advisors
Florida
-$280K -5,808 Closed
FT
538
Fiduciary Trust
Massachusetts
-$269K -5,589 Closed
SFA
539
Sequoia Financial Advisors
Ohio
-$264K -5,467 Closed
CSIA
540
Charles Schwab Investment Advisory
California
-$258K -5,338 Closed
RCAG
541
Rehmann Capital Advisory Group
Michigan
-$250K -5,168 Closed
GIA
542
Gladstone Institutional Advisory
Florida
-$246K -5,103 Closed
PIA
543
Pinion Investment Advisors
Kansas
-$246K -5,091 Closed
HA
544
Herold Advisors
New York
-$225K -4,678 Closed
LI
545
LMCG Investments
Massachusetts
-$221K -4,587 Closed
RFC
546
Regions Financial Corp
Alabama
-$217K -4,483 Closed
WMA
547
West Michigan Advisors
Michigan
-$208K -4,307 Closed
AC
548
Anson Capital
Georgia
-$207K -4,295 Closed
HGERS
549
Householder Group Estate & Retirement Specialist
Arizona
-$205K -4,257 Closed
CWM
550
Campbell Wealth Management
Virginia
-$201K -4,167 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.