We are live on ! Find out more
IGIB icon

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
JSL
126
JT Stratford LLC
Georgia
$3.59M -$4.59M -93,721 -56%
WCWM
127
Wooster Corthell Wealth Management
Connecticut
$3.52M -$476K -9,717 -12%
PCIA
128
Prime Capital Investment Advisors
Kansas
$3.51M +$2.69M +54,863 +341%
NA
129
NewEdge Advisors
Louisiana
$3.46M -$2.37M -48,424 -34%
DWM
130
Dakota Wealth Management
Florida
$3.39M -$465K -9,492 -12%
MSWMA
131
Market Street Wealth Management Advisors
Indiana
$3.37M -$1.44M -29,324 -30%
PPC
132
Park Place Capital
Alabama
$3.34M +$3.3M +67,421 New
FWM
133
Forza Wealth Management
Florida
$3.33M +$3.29M +67,195 New
FPFS
134
First Personal Financial Services
North Carolina
$3.23M -$92.1K -1,879 -3%
WT
135
Whittier Trust
California
$3.21M +$711K +14,502 +29%
MPM
136
Meritage Portfolio Management
Kansas
$3.07M -$227K -4,626 -7%
CTA
137
Chesley Taft & Associates
Illinois
$3.05M -$116K -2,360 -4%
MA
138
Mutual Advisors
Nebraska
$3.03M +$197K +4,025 +7%
PBO
139
Peoples Bank (Ohio)
Ohio
$3.03M +$3M +61,272 New
ZIM
140
Zacks Investment Management
Illinois
$3.02M +$2.76M +56,309 +1,220%
OAM
141
Oppenheimer Asset Management
New York
$3M +$266K +5,434 +10%
PFM
142
Phillips Financial Management
Indiana
$2.99M -$644K -13,142 -18%
TA
143
TFB Advisors
Kansas
$2.97M +$2.94M +59,947 New
PF
144
Phoenix Financial
Israel
$2.95M -$47.2K -963 -2%
Corient Private Wealth
145
Corient Private Wealth
Florida
$2.91M +$650K +13,257 New
APIM
146
Agate Pass Investment Management
Washington
$2.9M -$352K -7,186 -11%
HW
147
Hancock Whitney
Mississippi
$2.86M -$234K -4,774 -8%
OPWM
148
Oakwell Private Wealth Management
Texas
$2.84M +$386K +7,882 +16%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$2.84M +$70.1K +1,431 +3%
GIM
150
Goelzer Investment Management
Indiana
$2.83M -$1.02M -20,735 -27%

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.