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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

549 hedge funds and large institutions have $8.71B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 178 increasing their positions, 210 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 54

2.32% more ownership

Funds ownership: 81.7% → 84.02% (+2.3%)

0% less funds holding

Funds holding: 550 → 549 (-1)

3% less capital invested

Capital invested by funds: $8.97B → $8.71B (-$250M)

10% less funds holding in top 10

Funds holding in top 10: 42 → 38 (-4)

15% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 210

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $67K

Holders
549
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
8.66%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.6%
New
62
Increased
178
Reduced
210
Closed
54
Calls
–
Puts
$67K
Net Calls
-$67K
Net Calls Change
-$2.71M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$279M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$106M
3
Ameriprise
Ameriprise
Minnesota
+$87.1M
4
Goldman Sachs
Goldman Sachs
New York
+$44.1M
5
CW
Connectus Wealth
Ohio
+$41M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$111M
2
BCM
Brookstone Capital Management
Illinois
-$37M
3
AC
Allstate Corporation
Illinois
-$22.8M
4
SA
Scarborough Advisors
Maryland
-$19.9M
5
FWIA
Fort Washington Investment Advisors
Ohio
-$14.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
151
Voya Financial Advisors
Connecticut
$2.84M +$191K +3,373 +7%
JE
152
JMAC Enterprises
Pennsylvania
$2.81M +$28.1K +495 +1%
LBC
153
Lowe Brockenbrough & Co
Virginia
$2.81M +$2.9M +51,190 New
PFM
154
Phillips Financial Management
Indiana
$2.81M +$279K +4,929 +11%
RJT
155
Raymond James Trust
Florida
$2.79M -$125K -2,209 -4%
BWAM
156
Boyd Watterson Asset Management
Ohio
$2.73M -$705K -12,430 -20%
WT
157
Whittier Trust
California
$2.72M -$206K -3,626 -7%
OMC
158
Old Mission Capital
Illinois
$2.7M +$2.79M +49,244 New
JC
159
JB Capital
Connecticut
$2.65M +$195K +3,432 +8%
DWM
160
Dakota Wealth Management
Florida
$2.64M -$195K -3,444 -7%
CMP
161
Courage Miller Partners
Virginia
$2.55M -$45.5K -803 -2%
PPA
162
Parametric Portfolio Associates
Washington
$2.53M – – –
SPIA
163
Steward Partners Investment Advisory
New York
$2.49M +$189K +3,331 +8%
AR
164
Advisory Research
Illinois
$2.41M +$903K +15,930 +57%
ASN
165
Advisory Services Network
Georgia
$2.4M +$2.29M +40,315 +1,187%
FPCM
166
Financial Partners Capital Management
New York
$2.35M +$1.98K +35 +0.1%
NGA
167
Naples Global Advisors
Florida
$2.27M -$504K -8,883 -18%
SAS
168
Sage Advisory Services
Texas
$2.26M -$197K -3,467 -8%
Luther King Capital Management (LKCM)
169
Luther King Capital Management (LKCM)
Texas
$2.23M – – –
CCA
170
Conservest Capital Advisors
Pennsylvania
$2.22M +$313K +5,521 +16%
PF
171
Phoenix Financial
Israel
$2.21M +$830K +14,641 +57%
GVAG
172
Great Valley Advisor Group
Delaware
$2.19M +$277K +4,887 +14%
Millennium Management
173
Millennium Management
New York
$2.18M -$720K -12,691 -24%
CFAM
174
Center For Asset Management
Florida
$2.16M +$781K +13,777 +54%
LWA
175
Lineweaver Wealth Advisors
Ohio
$2.13M +$4.2K +74 +0.2%
5 6
7
8 9

IGIB Hedge Fund Activity: Q1 2022 in Review

549 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2022, worth a combined $8.71B — down 2.8% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IGIB positions and 54 closed out — a net gain of 8 holders — while 178 added to existing stakes and 210 trimmed.

The largest buyer was Jane Street, adding an estimated $279M. The largest seller was Bank of America, cutting an estimated $111M.

  • 549 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2022, down from 550 in Q4 2021.
  • Funds reported $8.71B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2022, down 2.8% quarter-over-quarter.
  • 62 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2022 and 54 closed out, a net change of +8 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2022 was Jane Street, an estimated $279M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2022 was Bank of America, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2022.