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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
1WM
51
1900 Wealth Management
Texas
$15.9M -$4.08M -79,730 -19%
NC
52
NewSquare Capital
Pennsylvania
$15.6M -$108K -2,108 -0.6%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$15.1M -$6.18M -120,913 -28%
PMG
54
ProVise Management Group
Florida
$14.9M +$2.14M +41,806 +16%
Deutsche Bank
55
Deutsche Bank
Germany
$14.6M
TFA
56
TPG Financial Advisors
Oregon
$14.3M +$470K +9,193 +3%
SFP
57
Shepherd Financial Partners
Massachusetts
$14.1M -$1.09M -21,350 -7%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$13.3M +$2.2M +43,086 +19%
JP Morgan Chase
59
JP Morgan Chase
New York
$10.9M +$2.56M +50,144 +29%
JIR
60
James Investment Research
Ohio
$10.5M -$132K -2,589 -1%
CT
61
Caldwell Trust
Florida
$10.2M -$759K -14,844 -7%
BP
62
BCK Partners
New York
$10.2M -$3.78M -73,896 -26%
SWP
63
Summit Wealth Partners
Florida
$9.68M -$452K -8,844 -4%
SI
64
Stephens Inc
Arkansas
$9.55M -$669K -13,090 -6%
DADC
65
D.A. Davidson & Co
Montana
$9.54M +$53.3K +1,042 +0.5%
PI
66
Parkside Investments
Illinois
$8.99M -$825K -16,140 -8%
DIP
67
DT Investment Partners
Pennsylvania
$8.94M -$491K -9,606 -5%
IDBONY
68
Israel Discount Bank of New York
New York
$8.33M +$201K +3,925 +2%
AC
69
Asio Capital
Kentucky
$8.16M +$8.64M +168,995 New
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$8.09M +$837K +16,374 +11%
JSL
71
JT Stratford LLC
Georgia
$8.03M -$588K -11,495 -6%
Mariner
72
Mariner
Kansas
$7.71M -$1.54M -30,053 -16%
DC
73
Davenport & Co
Virginia
$7.23M -$5.89M -115,168 -43%
CWA
74
Carolina Wealth Advisors
South Carolina
$7.03M +$188K +3,668 +3%
RC
75
Roundview Capital
New Jersey
$6.98M -$3.09M -60,358 -29%

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.