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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
DIP
76
DT Investment Partners
Pennsylvania
$9.17M +$1.42K +29 +0%
CWM
77
Calamos Wealth Management
Illinois
$8.93M +$7.11M +144,995 +409%
SWP
78
Summit Wealth Partners
Florida
$8.77M -$1.15M -23,405 -12%
GGS
79
Galvin Gaustad & Stein
Arizona
$8.6M +$1.69M +34,423 +25%
JIR
80
James Investment Research
Ohio
$8.29M -$2.5M -50,917 -23%
BC
81
Bartlett & Co
Ohio
$8.23M +$3.52M +71,901 +76%
BCWM
82
Bartlett & Co Wealth Management
Ohio
$8.23M +$3.52M +71,901 +76%
Mariner
83
Mariner
Kansas
$8.17M +$263K +5,364 +3%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$8.13M -$160K -3,273 -2%
CT
85
Caldwell Trust
Florida
$7.81M -$2.6M -53,111 -25%
DC
86
Davenport & Co
Virginia
$7.13M -$287K -5,858 -4%
AWM
87
AE Wealth Management
Kansas
$6.77M +$111K +2,274 +2%
Citigroup
88
Citigroup
New York
$6.69M +$1.34M +27,259 +25%
IDBONY
89
Israel Discount Bank of New York
New York
$6.69M -$1.83M -37,328 -22%
KCM
90
KLK Capital Management
California
$6.59M +$102K +2,089 +2%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$6.36M -$526K -10,736 -8%
MML Investors Services
92
MML Investors Services
Massachusetts
$6.34M -$26.6K -543 -0.4%
EWA
93
ERTS Wealth Advisors
Michigan
$6.26M +$6.2M +126,434 New
FLA
94
Financial Life Advisors
Texas
$6.09M -$19.8M -404,369 -77%
First Trust Advisors
95
First Trust Advisors
Illinois
$5.82M -$371K -7,561 -6%
RFS
96
Retirement Financial Solutions
Tennessee
$5.72M +$5.66M +115,452 New
FA
97
FDx Advisors
Illinois
$5.7M +$1.09M +22,242 +24%
CFC
98
Client First Capital
California
$5.52M -$508K -10,361 -8%
PIMG
99
Patriot Investment Management Group
Tennessee
$5.23M +$1.21M +24,774 +32%
NI
100
NYL Investors
New York
$5.21M +$5.16M +105,289 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.