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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
NA
76
NewEdge Advisors
Louisiana
$6.86M +$30.3K +592 +0.4%
GGS
77
Galvin Gaustad & Stein
Arizona
$6.73M +$706K +13,806 +11%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$6.72M +$1.09M +21,236 +18%
AWM
79
AE Wealth Management
Kansas
$6.49M +$5.03M +98,428 +274%
VHAM
80
Van Hulzen Asset Management
California
$6.33M -$600K -11,744 -8%
KCM
81
KLK Capital Management
California
$6.32M +$6.7M +130,987 New
KAS
82
Kestra Advisory Services
Texas
$6.24M +$2.78M +54,361 +73%
MML Investors Services
83
MML Investors Services
Massachusetts
$6.21M -$4.81K -94 -0.1%
First Trust Advisors
84
First Trust Advisors
Illinois
$6.04M -$1.01M -19,742 -14%
CFC
85
Client First Capital
California
$5.88M -$946K -18,498 -13%
PJSIMP
86
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.86M -$4.29K -84 -0.1%
MWAM
87
Manhattan West Asset Management
California
$5.75M -$719K -14,055 -11%
HCP
88
Holt Capital Partners
Texas
$5.68M -$313K -6,130 -5%
RMDI
89
R.M. Davis Inc
Maine
$5.62M -$3.63M -71,068 -38%
Citigroup
90
Citigroup
New York
$5.21M +$720K +14,086 +15%
CS
91
Comerica Securities
Michigan
$4.95M -$358K -6,993 -6%
UB
92
UMB Bank
Missouri
$4.81M -$75.9K -1,484 -1%
CIP
93
Capital Insight Partners
Arizona
$4.76M -$97.8K -1,913 -2%
MSWMA
94
Market Street Wealth Management Advisors
Indiana
$4.7M +$1.73M +33,812 +53%
WA
95
Wealthstar Advisors
Texas
$4.65M +$273K +5,340 +6%
AIM
96
Acropolis Investment Management
Missouri
$4.62M -$1.59M -31,174 -25%
DWM
97
Destination Wealth Management
California
$4.61M +$252K +4,931 +5%
BCWM
98
Bartlett & Co Wealth Management
Ohio
$4.56M +$628K +12,274 +15%
BC
99
Bartlett & Co
Ohio
$4.56M +$628K +12,274 +15%
BHWM
100
Bar Harbor Wealth Management
New Hampshire
$4.52M -$447K -8,750 -9%

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.