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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
KA
551
Kovack Advisors
Florida
-$201K -4,162 Closed
DJSG
552
D.J. St. Germain
Massachusetts
-$212K -4,150 Closed
AIP
553
Almanack Investment Partners
Pennsylvania
-$195K -4,038 Closed
ACK
554
Andrew C. Karlinski
-$123K -2,543 Closed
SOS
555
Silver Oak Securities
Tennessee
-$73.6K -1,512 Closed
PMFA
556
Plante Moran Financial Advisors
Michigan
-$52K -1,086 Closed
CTC
557
Central Trust Company
Missouri
-$48K -984 Closed
PCM
558
Penserra Capital Management
California
-$41K -852 Closed
TIM
559
Tevis Investment Management
Texas
-$30K -614 Closed
DBG
560
De Burlo Group
Massachusetts
-$24.8K -514 Closed
WWMSC
561
Wagner Wealth Management (South Carolina)
South Carolina
-$23K -486 Closed
AWM
562
Atticus Wealth Management
Florida
-$19.6K -400 Closed
KSWA
563
Kathleen S. Wright Associates
Pennsylvania
-$13K -260 Closed
CMP
564
Coston McIsaac & Partners
Maine
-$11K -230 Closed
FDCDDQ
565
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$10.5K -218 Closed
PFA
566
Professional Financial Advisors
Nebraska
-$10K -217 Closed
GWSG
567
GPS Wealth Strategies Group
Colorado
-$5K -114 Closed
CIAS
568
Capital Investment Advisory Services
North Carolina
-$3K -72 Closed
NFSG
569
Newbridge Financial Services Group
Florida
-$3K -63 Closed
HFS
570
Hantz Financial Services
Michigan
+$49 +1 New

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.