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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
BFEC
51
Benjamin F. Edwards & Company
Missouri
$22.8M +$22.2M +453,637 +6,288%
AFG
52
Arkansas Financial Group
Arkansas
$22.7M -$3.2M -65,283 -12%
JP Morgan Chase
53
JP Morgan Chase
New York
$20.8M +$9.59M +195,606 +87%
BCM
54
Brookstone Capital Management
Illinois
$20.5M -$955K -19,480 -5%
Legacy Financial Group (Iowa)
55
Legacy Financial Group (Iowa)
Iowa
$19.6M -$1.03M -21,069 -5%
Osaic Holdings
56
Osaic Holdings
Arizona
$18.1M +$17.1K +348 +0.1%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$17.5M +$3.78M +77,104 +28%
AFG
58
Albion Financial Group
Utah
$17.4M +$936K +19,105 +6%
Mitsubishi UFJ Trust & Banking
59
Mitsubishi UFJ Trust & Banking
Japan
$16.7M
1WM
60
1900 Wealth Management
Texas
$16.1M -$245K -4,991 -2%
PMG
61
ProVise Management Group
Florida
$15.3M +$5.44K +111 +0%
NC
62
NewSquare Capital
Pennsylvania
$14.9M -$1.06M -21,699 -7%
Deutsche Bank
63
Deutsche Bank
Germany
$14.9M -$69.2K -1,411 -0.5%
KAS
64
Kestra Advisory Services
Texas
$13.9M +$7.46M +152,107 +118%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$13.1M +$759K +15,477 +6%
SFP
66
Shepherd Financial Partners
Massachusetts
$13.1M -$1.38M -28,188 -10%
BP
67
BCK Partners
New York
$13M +$2.58M +52,733 +25%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$13M -$2.48M -50,564 -16%
AC
69
Asio Capital
Kentucky
$12.8M +$4.37M +89,208 +53%
SPIA
70
Steward Partners Investment Advisory
New York
$11.2M +$10M +204,720 +996%
FPGK
71
Financial Partners Group (Kansas)
Kansas
$11M +$10M +204,473 +1,622%
DADC
72
D.A. Davidson & Co
Montana
$10M +$239K +4,867 +2%
SI
73
Stephens Inc
Arkansas
$9.78M -$8.38K -171 -0.1%
LSIA
74
LaSalle St. Investment Advisors
Illinois
$9.77M +$9.67M +197,260 New
PI
75
Parkside Investments
Illinois
$9.64M +$416K +8,495 +5%

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.