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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

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: 38 → 43 (+5)

4% more funds holding

Funds holding: 486 → 506 (+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

Top Buyers

Rank Fund Capital Flow
1
PP
Prudential plc
United Kingdom
+$263M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$183M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$105M
4
Morgan Stanley
Morgan Stanley
New York
+$82.1M
5
Goldman Sachs
Goldman Sachs
New York
+$57.9M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$202M
2
Jane Street
Jane Street
New York
-$74.3M
3
Ameriprise
Ameriprise
Minnesota
-$67.4M
4
UCFA
United Capital Financial Advisors
Texas
-$23.5M
5
Northern Trust
Northern Trust
Illinois
-$22.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TL
151
Tradewinds LLC
North Carolina
$2.79M +$1.41M +28,778 New
JC
152
JB Capital
Connecticut
$2.73M +$177K +3,607 +7%
AWS
153
Atria Wealth Solutions
New York
$2.71M +$463K +9,446 +21%
FIM
154
Freedom Investment Management
Connecticut
$2.66M +$14.8K +302 +0.6%
OWSCM
155
One William Street Capital Management
New York
$2.63M +$2.61M +53,180 New
JE
156
JMAC Enterprises
Pennsylvania
$2.57M -$527K -10,756 -17%
CA
157
Cetera Advisors
Colorado
$2.53M +$1.11M +22,631 +79%
RB
158
Renasant Bank
Mississippi
$2.45M -$96K -1,959 -4%
SAG
159
SageView Advisory Group
California
$2.41M +$2.39M +48,663 New
SP
160
SWS Partners
Ohio
$2.38M +$45K +917 +2%
AAS
161
Avantax Advisory Services
Texas
$2.38M +$2.36M +48,159 New
NRI
162
NFP Retirement Inc
California
$2.35M – – –
TFA
163
Transamerica Financial Advisors
Florida
$2.35M +$131K +2,665 +6%
SWA
164
Stratos Wealth Advisors
Ohio
$2.32M +$1.52M +30,914 +194%
BF
165
BOK Financial
Oklahoma
$2.3M -$707K -14,429 -24%
CMP
166
Courage Miller Partners
Virginia
$2.3M -$5K -102 -0.2%
RJT
167
Raymond James Trust
Florida
$2.3M +$3.68K +75 +0.2%
AWM
168
Axxcess Wealth Management
California
$2.18M +$1.8M +36,741 +502%
Jones Financial Companies
169
Jones Financial Companies
Missouri
$2.17M +$2.15M +43,773 New
HighTower Advisors
170
HighTower Advisors
Illinois
$2.06M -$255K -5,197 -11%
WAS
171
WESPAC Advisors SoCal
California
$2.05M +$2.03M +41,370 New
DPI
172
Diversified Portfolios Inc
Michigan
$2.04M +$346K +7,050 +21%
AF
173
Allworth Financial
California
$1.93M +$238K +4,857 +14%
PAG
174
Private Advisor Group
New Jersey
$1.93M -$289K -5,898 -9%
DP
175
Dearborn Partners
Illinois
$1.93M -$31.9K -651 -2%
5 6
7
8 9

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.