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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
SMG
151
Spectrum Management Group
Indiana
$1.95M +$1.56M +30,608 +311%
WP
152
WealthSource Partners
California
$1.95M +$1.47M +28,805 +251%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$1.92M -$811K -15,862 -28%
DP
154
Dearborn Partners
Illinois
$1.91M +$74.6K +1,459 +4%
LBC
155
Lowe Brockenbrough & Co
Virginia
$1.9M -$534K -10,440 -21%
AR
156
Advisory Research
Illinois
$1.81M -$495K -9,679 -21%
VFA
157
Voya Financial Advisors
Connecticut
$1.79M -$16.9K -330 -0.9%
GIC
158
GFI Investment Counsel
Ontario, Canada
$1.79M
KWA
159
KCS Wealth Advisory
California
$1.78M +$150K +2,926 +9%
Axa
160
Axa
France
$1.76M
CWM
161
Calamos Wealth Management
Illinois
$1.71M +$136K +2,663 +8%
FAM
162
Forte Asset Management
New York
$1.7M +$715K +13,984 +66%
IA
163
IFP Advisors
Florida
$1.68M +$402K +7,868 +104%
SAS
164
Stelac Advisory Services
New York
$1.66M
DPI
165
Diversified Portfolios Inc
Michigan
$1.65M +$1.75M +34,200 New
AF
166
Allworth Financial
California
$1.65M +$425K +8,307 +32%
AI
167
Atria Investments
North Carolina
$1.64M -$725K -14,171 -29%
LWA
168
Lineweaver Wealth Advisors
Ohio
$1.59M -$132K -2,589 -7%
FPCM
169
Financial Partners Capital Management
New York
$1.58M +$3.07K +60 +0.2%
ACP
170
Ashfield Capital Partners
California
$1.57M -$4.04K -79 -0.2%
ASN
171
Advisory Services Network
Georgia
$1.56M -$22.6K -443 -1%
WTC
172
WhitTier Trust Company
Nevada
$1.53M +$296K +5,791 +22%
GVAG
173
Great Valley Advisor Group
Delaware
$1.51M -$557K -10,893 -26%
BIA
174
Bigelow Investment Advisors
Maine
$1.47M +$130K +2,545 +9%
CCB
175
Country Club Bank
Missouri
$1.45M -$297K -5,814 -16%

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.