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iShares 5-10 Year Investment Grade Corporate Bond ETF

520 hedge funds and large institutions have $7.53B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 245 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

2.67% less ownership

Funds ownership: 84.02%81.36% (-2.7%)

5% less funds holding

Funds holding: 549520 (-29)

14% less capital invested

Capital invested by funds: $8.71B → $7.53B (-$1.19B)

31% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 68

46% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 245

59% less call options, than puts

Call options by funds: $228K | Put options by funds: $550K

Holders
520
Holders Change
-29
Holders Change %
-5.28%
% of All Funds
8.76%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.64%
New
47
Increased
132
Reduced
245
Closed
68
Calls
$228K
Puts
$550K
Net Calls
-$322K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Change in
Stake
LBC
151
Lowe Brockenbrough & Co
Virginia
$2.54M -$70.9K -1,360 -3%
JC
152
JB Capital
Connecticut
$2.54M +$71.7K +1,376 +3%
AI
153
Atria Investments
North Carolina
$2.46M -$2.92M -55,982 -54%
NRI
154
NFP Retirement Inc
California
$2.43M +$2.48M +47,537 New
WT
155
Whittier Trust
California
$2.42M -$108K -2,075 -4%
AR
156
Advisory Research
Illinois
$2.41M +$173K +3,310 +8%
FM
157
Family Management
New York
$2.4M +$1.29M +24,664 +110%
CMP
158
Courage Miller Partners
Virginia
$2.38M
OAM
159
Oak Asset Management
California
$2.38M +$2.43M +46,554 New
RJT
160
Raymond James Trust
Florida
$2.34M -$263K -5,039 -10%
SPIA
161
Steward Partners Investment Advisory
New York
$2.27M -$45K -863 -2%
DWM
162
Dakota Wealth Management
Florida
$2.21M -$256K -4,909 -10%
PAS
163
Park Avenue Securities
New York
$2.15M +$1.67M +32,075 +318%
GVAG
164
Great Valley Advisor Group
Delaware
$2.15M +$114K +2,191 +5%
SGI
165
Summit Global Investments
Utah
$2.01M -$1M -19,274 -33%
DP
166
Dearborn Partners
Illinois
$1.94M +$321K +6,157 +19%
PF
167
Phoenix Financial
Israel
$1.91M -$149K -2,866 -7%
VFA
168
Voya Financial Advisors
Connecticut
$1.9M -$750K -14,381 -28%
GIC
169
GFI Investment Counsel
Ontario, Canada
$1.89M
Axa
170
Axa
France
$1.86M
AWM
171
AE Wealth Management
Kansas
$1.84M +$131K +2,504 +7%
CCB
172
Country Club Bank
Missouri
$1.82M -$110K -2,117 -6%
LWA
173
Lineweaver Wealth Advisors
Ohio
$1.81M -$177K -3,390 -9%
VT
174
Vise Technologies
New York
$1.76M +$1.8M +34,575 New
SAS
175
Stelac Advisory Services
New York
$1.75M

IGIB Hedge Fund Activity: Q2 2022 in Review

520 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2022, worth a combined $7.53B — down 14% from $8.71B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of IGIB and 47 opened new positions — a net loss of 21 holders — while 245 trimmed existing stakes and 132 added.

The largest buyer was Charles Schwab, adding an estimated $72.9M. The largest seller was Jane Street, cutting an estimated $244M.

  • 520 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2022, down from 549 in Q1 2022.
  • Funds reported $7.53B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 47 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2022 and 68 closed out, a net change of -21 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2022 was Charles Schwab, an estimated $72.9M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2022 was Jane Street, an estimated $244M sold.

Based on aggregated 13F filings for Q2 2022.