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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
Citadel Advisors
51
Citadel Advisors
Florida
$20.2M +$20.2M +386,774 +4,560%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$20M +$5.76M +110,472 +39%
AFG
53
Albion Financial Group
Utah
$17.2M -$474K -9,086 -3%
NC
54
NewSquare Capital
Pennsylvania
$16.6M -$1.19M -22,893 -7%
SFP
55
Shepherd Financial Partners
Massachusetts
$16M +$16.4M +313,822 New
Deutsche Bank
56
Deutsche Bank
Germany
$15.4M -$1.04M -20,000 -6%
TFA
57
TPG Financial Advisors
Oregon
$14.6M +$517K +9,912 +4%
BP
58
BCK Partners
New York
$14.5M +$87.1K +1,671 +0.6%
PMG
59
ProVise Management Group
Florida
$13.6M +$629K +12,062 +5%
DC
60
Davenport & Co
Virginia
$13.5M -$8.4M -161,036 -38%
HighTower Advisors
61
HighTower Advisors
Illinois
$12.5M +$9.09M +174,276 +250%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$11.9M -$9.01M -172,785 -43%
CWM
63
Campbell Wealth Management
Virginia
$11.6M -$24.7M -474,417 -68%
CT
64
Caldwell Trust
Florida
$11.5M -$1.88M -36,031 -14%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$11.3M -$26.4M -506,932 -70%
JIR
66
James Investment Research
Ohio
$11.3M -$74.6K -1,431 -0.6%
SI
67
Stephens Inc
Arkansas
$10.8M -$1.08M -20,765 -9%
SWP
68
Summit Wealth Partners
Florida
$10.7M -$1.95M -37,339 -15%
RC
69
Roundview Capital
New Jersey
$10.5M +$1.46M +28,031 +16%
PI
70
Parkside Investments
Illinois
$10.3M +$3.92M +75,285 +59%
DADC
71
D.A. Davidson & Co
Montana
$10M -$861K -16,510 -8%
DIP
72
DT Investment Partners
Pennsylvania
$9.95M +$200K +3,833 +2%
Mariner
73
Mariner
Kansas
$9.68M -$5.44M -104,358 -35%
RMDI
74
R.M. Davis Inc
Maine
$9.57M -$1.55M -29,695 -14%
JSL
75
JT Stratford LLC
Georgia
$9.07M -$1.54M -29,453 -14%

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.