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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
FA
101
FDx Advisors
Illinois
$4.49M -$517K -10,117 -10%
ANTB
102
AMG National Trust Bank
Colorado
$4.38M +$625K +12,215 +16%
JCM
103
Janney Capital Management
Pennsylvania
$4.22M -$72.5K -1,419 -2%
SGI
104
Summit Global Investments
Utah
$4.07M +$2.3M +44,986 +114%
HWAM
105
Hennion & Walsh Asset Management
New Jersey
$4.05M +$16.7K +327 +0.4%
IFA
106
Interactive Financial Advisors
Illinois
$4M +$63.5K +1,241 +2%
WCWM
107
Wooster Corthell Wealth Management
Connecticut
$3.9M -$76K -1,487 -2%
DWM
108
Dakota Wealth Management
Florida
$3.76M +$1.78M +34,752 +80%
GIM
109
Goelzer Investment Management
Indiana
$3.76M +$32.3K +632 +0.8%
CA
110
CGN Advisors
Kansas
$3.73M +$444K +8,680 +13%
PIMG
111
Patriot Investment Management Group
Tennessee
$3.71M +$1.1M +21,447 +39%
CCFCSB
112
Cape Cod Five Cents Savings Bank
Massachusetts
$3.65M +$575K +11,246 +17%
NAM
113
Nationwide Asset Management
Ohio
$3.64M
Barclays
114
Barclays
United Kingdom
$3.63M +$21.7K +424 +0.6%
ACA
115
Ackerman Capital Advisors
Texas
$3.6M +$472K +9,236 +14%
PFM
116
Phillips Financial Management
Indiana
$3.55M -$21K -411 -0.6%
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$3.54M -$443K -8,664 -11%
PC
118
Pecaut & Co
Iowa
$3.48M -$1.84K -36 -0%
FM
119
Family Management
New York
$3.3M +$1.09M +21,324 +45%
Citadel Advisors
120
Citadel Advisors
Florida
$3.26M -$16.8M -327,769 -83%
FPFS
121
First Personal Financial Services
North Carolina
$3.24M -$72.8K -1,424 -2%
PAG
122
Private Advisor Group
New Jersey
$3.22M -$71.9K -1,406 -2%
MPM
123
Meritage Portfolio Management
Kansas
$3.22M -$1.95M -38,136 -36%
APIM
124
Agate Pass Investment Management
Washington
$3.18M -$158K -3,095 -4%
Northern Trust
125
Northern Trust
Illinois
$3.15M -$12.5M -244,608 -4%

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.