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iShares 5-10 Year Investment Grade Corporate Bond ETF

549 hedge funds and large institutions have $8.71B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 178 increasing their positions, 210 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 54

2.32% more ownership

Funds ownership: 81.7%84.02% (+2.3%)

0% less funds holding

Funds holding: 550549 (-1)

3% less capital invested

Capital invested by funds: $8.97B → $8.71B (-$250M)

10% less funds holding in top 10

Funds holding in top 10: 4238 (-4)

15% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 210

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $67K

Holders
549
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
8.66%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.6%
New
62
Increased
178
Reduced
210
Closed
54
Calls
Puts
$67K
Net Calls
-$67K
Net Calls Change
-$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
101
Freedom Investment Management
Connecticut
$5.73M -$6.54M -115,272 -52%
AI
102
Atria Investments
North Carolina
$5.71M +$3.92M +69,211 +199%
MAWAG
103
Mid-American Wealth Advisory Group
Missouri
$5.63M +$421K +7,425 +8%
DWM
104
Destination Wealth Management
California
$5.57M -$4.08K -72 -0.1%
EWM
105
Evercore Wealth Management
New York
$5.43M -$82.2K -1,450 -1%
WA
106
Wealthstar Advisors
Texas
$5.39M -$856K -15,102 -13%
CS
107
Comerica Securities
Michigan
$5.37M +$1.31M +23,097 +31%
B
108
Bailard
California
$5.29M +$5.19M +91,455 +1,860%
PAG
109
Private Advisor Group
New Jersey
$5.28M -$718K -12,668 -12%
WCWM
110
Wooster Corthell Wealth Management
Connecticut
$5.21M +$24.2K +427 +0.5%
TFS
111
TrustCore Financial Services
Tennessee
$5.11M +$2.68M +47,267 +103%
JCM
112
Janney Capital Management
Pennsylvania
$4.98M -$101K -1,787 -2%
MSWMA
113
Market Street Wealth Management Advisors
Indiana
$4.96M +$5.12M +90,377 New
State Farm Mutual Automobile Insurance
114
State Farm Mutual Automobile Insurance
Illinois
$4.94M +$5.1M +90,000 New
APIM
115
Agate Pass Investment Management
Washington
$4.9M +$17.9K +315 +0.4%
IFA
116
Interactive Financial Advisors
Illinois
$4.75M +$213K +3,760 +5%
ANTB
117
AMG National Trust Bank
Colorado
$4.58M -$303K -5,350 -6%
EGA
118
Eagle Global Advisors
Texas
$4.53M +$841K +14,838 +22%
RCIM
119
Red Cedar Investment Management
Michigan
$4.42M +$28.9K +509 +0.6%
HWAM
120
Hennion & Walsh Asset Management
New Jersey
$4.41M +$602K +10,612 +15%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$4.31M +$333K +5,869 +8%
DP
122
DDD Partners
Washington
$4.31M -$327K -5,773 -7%
GIM
123
Goelzer Investment Management
Indiana
$4.31M -$957K -16,880 -18%
Northern Trust
124
Northern Trust
Illinois
$4.22M -$8.87M -156,369 -2%
NAM
125
Nationwide Asset Management
Ohio
$4.13M -$366K -6,450 -8%

IGIB Hedge Fund Activity: Q1 2022 in Review

549 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2022, worth a combined $8.71B — down 2.8% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IGIB positions and 54 closed out — a net gain of 8 holders — while 178 added to existing stakes and 210 trimmed.

The largest buyer was Jane Street, adding an estimated $279M. The largest seller was Bank of America, cutting an estimated $111M.

  • 549 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2022, down from 550 in Q4 2021.
  • Funds reported $8.71B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2022, down 2.8% quarter-over-quarter.
  • 62 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2022 and 54 closed out, a net change of +8 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2022 was Jane Street, an estimated $279M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2022 was Bank of America, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2022.