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iShares 5-10 Year Investment Grade Corporate Bond ETF

520 hedge funds and large institutions have $7.53B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 245 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

2.67% less ownership

Funds ownership: 84.02%81.36% (-2.7%)

5% less funds holding

Funds holding: 549520 (-29)

14% less capital invested

Capital invested by funds: $8.71B → $7.53B (-$1.19B)

31% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 68

46% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 245

59% less call options, than puts

Call options by funds: $228K | Put options by funds: $550K

Holders
520
Holders Change
-29
Holders Change %
-5.28%
% of All Funds
8.76%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.64%
New
47
Increased
132
Reduced
245
Closed
68
Calls
$228K
Puts
$550K
Net Calls
-$322K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
101
Capital Insight Partners
Arizona
$5.13M -$15.2M -290,991 -74%
B
102
Bailard
California
$4.81M -$112K -2,146 -2%
Citigroup
103
Citigroup
New York
$4.79M +$2.02M +38,703 +70%
CCA
104
Checchi Capital Advisers
California
$4.78M +$4.72M +90,452 New
WA
105
Wealthstar Advisors
Texas
$4.65M -$373K -7,160 -7%
DWM
106
Destination Wealth Management
California
$4.62M -$568K -10,898 -11%
JCM
107
Janney Capital Management
Pennsylvania
$4.54M -$99.7K -1,913 -2%
HWAM
108
Hennion & Walsh Asset Management
New Jersey
$4.27M +$170K +3,268 +4%
IFA
109
Interactive Financial Advisors
Illinois
$4.2M -$253K -4,845 -6%
WCWM
110
Wooster Corthell Wealth Management
Connecticut
$4.2M -$665K -12,750 -13%
BC
111
Bartlett & Co
Ohio
$4.19M +$2.36M +45,262 +123%
BCWM
112
Bartlett & Co Wealth Management
Ohio
$4.19M +$2.36M +45,262 +123%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$4.18M +$172K +3,300 +4%
ANTB
114
AMG National Trust Bank
Colorado
$4.12M -$266K -5,105 -6%
TF
115
Theory Financial
Colorado
$3.98M +$4.03M +77,283 New
GIM
116
Goelzer Investment Management
Indiana
$3.95M -$61.9K -1,187 -2%
CF
117
Centaurus Financial
California
$3.86M +$215K +4,120 +6%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$3.85M -$2.05M -39,286 -34%
BB
119
Berkshire Bank
Massachusetts
$3.84M -$16.6M -318,235 -81%
NAM
120
Nationwide Asset Management
Ohio
$3.83M
KAS
121
Kestra Advisory Services
Texas
$3.82M +$358K +6,858 +10%
Barclays
122
Barclays
United Kingdom
$3.81M +$2.25M +43,141 +137%
PFM
123
Phillips Financial Management
Indiana
$3.78M +$1.19M +22,794 +45%
PC
124
Pecaut & Co
Iowa
$3.68M -$4.45M -85,314 -54%
OAM
125
Oppenheimer Asset Management
New York
$3.58M -$61.6K -1,182 -2%

IGIB Hedge Fund Activity: Q2 2022 in Review

520 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2022, worth a combined $7.53B — down 14% from $8.71B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of IGIB and 47 opened new positions — a net loss of 21 holders — while 245 trimmed existing stakes and 132 added.

The largest buyer was Charles Schwab, adding an estimated $72.9M. The largest seller was Jane Street, cutting an estimated $244M.

  • 520 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2022, down from 549 in Q1 2022.
  • Funds reported $7.53B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 47 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2022 and 68 closed out, a net change of -21 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2022 was Charles Schwab, an estimated $72.9M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2022 was Jane Street, an estimated $244M sold.

Based on aggregated 13F filings for Q2 2022.