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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
CTA
126
Chesley Taft & Associates
Illinois
$3.09M +$38.6K +755 +1%
JE
127
JMAC Enterprises
Pennsylvania
$3.02M +$257K +5,032 +9%
HW
128
Hancock Whitney
Mississippi
$3.02M -$330K -6,458 -9%
BB
129
Berkshire Bank
Massachusetts
$2.98M -$686K -13,415 -18%
EGA
130
Eagle Global Advisors
Texas
$2.97M -$94.8K -1,855 -3%
BF
131
BOK Financial
Oklahoma
$2.94M -$99.6K -1,948 -3%
PF
132
Phoenix Financial
Israel
$2.93M +$1.18M +23,159 +62%
MA
133
Mutual Advisors
Nebraska
$2.76M +$375K +7,340 +15%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$2.7M -$8.5M -166,299 -75%
OAM
135
Oppenheimer Asset Management
New York
$2.66M -$762K -14,912 -21%
FIM
136
Freedom Investment Management
Connecticut
$2.58M -$179K -3,493 -6%
JC
137
JB Capital
Connecticut
$2.49M +$92.2K +1,803 +4%
RB
138
Renasant Bank
Mississippi
$2.49M -$12.5K -245 -0.5%
WT
139
Whittier Trust
California
$2.43M +$147K +2,882 +6%
OPWM
140
Oakwell Private Wealth Management
Texas
$2.39M -$152K -2,976 -6%
HWM
141
HB Wealth Management
Georgia
$2.31M +$2.44M +47,800 New
NRI
142
NFP Retirement Inc
California
$2.3M
SP
143
SWS Partners
Ohio
$2.28M +$2.42M +47,253 New
HighTower Advisors
144
HighTower Advisors
Illinois
$2.25M -$10.1M -197,314 -81%
CMP
145
Courage Miller Partners
Virginia
$2.25M
RJT
146
Raymond James Trust
Florida
$2.24M +$23.7K +463 +1%
AWS
147
Atria Wealth Solutions
New York
$2.19M -$743K -14,535 -24%
TFA
148
Transamerica Financial Advisors
Florida
$2.16M +$2.29M +44,728 +894,560%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$2.12M -$1.63M -31,892 -42%
OFG
150
OTA Financial Group
New York
$2.01M +$2.13M +41,662 New

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.