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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
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$5.19M +$1.55M +31,609 +43%
RMDI
102
R.M. Davis Inc
Maine
$5.05M -$706K -14,405 -12%
MWAM
103
Manhattan West Asset Management
California
$5.03M -$858K -17,502 -15%
CIP
104
Capital Insight Partners
Arizona
$5.01M +$123K +2,517 +3%
CAN
105
Cetera Advisor Networks
California
$4.95M +$3.46M +70,593 +241%
ACA
106
Ackerman Capital Advisors
Texas
$4.82M +$1.13M +22,952 +31%
WA
107
Wealthstar Advisors
Texas
$4.78M +$13.6K +277 +0.3%
UB
108
UMB Bank
Missouri
$4.78M -$146K -2,970 -3%
PJSIMP
109
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.74M -$1.39M -28,432 -23%
VHAM
110
Van Hulzen Asset Management
California
$4.73M -$1.74M -35,538 -27%
CS
111
Comerica Securities
Michigan
$4.64M -$434K -8,852 -9%
SGI
112
Summit Global Investments
Utah
$4.47M +$292K +5,950 +7%
HCP
113
Holt Capital Partners
Texas
$4.38M -$1.44M -29,316 -25%
RC
114
Roundview Capital
New Jersey
$4.36M -$2.78M -56,619 -39%
HWAM
115
Hennion & Walsh Asset Management
New Jersey
$4.27M +$111K +2,260 +3%
IFA
116
Interactive Financial Advisors
Illinois
$4.26M +$156K +3,180 +4%
JCM
117
Janney Capital Management
Pennsylvania
$4.25M -$80.3K -1,639 -2%
TF
118
Theory Financial
Colorado
$4.24M +$4.2M +85,608 New
PC
119
Pecaut & Co
Iowa
$4.21M +$638K +13,012 +18%
CA
120
CGN Advisors
Kansas
$4.08M +$260K +5,303 +7%
ANTB
121
AMG National Trust Bank
Colorado
$4.02M -$467K -9,525 -11%
R
122
Rebalance
California
$3.96M +$3.92M +79,939 New
DWM
123
Destination Wealth Management
California
$3.92M -$794K -16,192 -17%
NAM
124
Nationwide Asset Management
Ohio
$3.74M
FM
125
Family Management
New York
$3.62M +$228K +4,651 +7%

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.