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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
EGA
176
Eagle Global Advisors
Texas
$1.88M -$1.15M -23,549 -38%
Lazard Asset Management
177
Lazard Asset Management
New York
$1.87M
BWAM
178
Boyd Watterson Asset Management
Ohio
$1.86M +$465K +9,481 +34%
AR
179
Advisory Research
Illinois
$1.86M
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$1.85M -$325K -6,625 -15%
WTC
181
WhitTier Trust Company
Nevada
$1.82M +$244K +4,969 +16%
Axa
182
Axa
France
$1.81M
BOTW
183
Bank of the West
California
$1.8M +$531K +10,837 +42%
AWM
184
Activest Wealth Management
Florida
$1.76M +$1.67M +34,005 New
Barclays
185
Barclays
United Kingdom
$1.75M -$1.95M -39,737 -53%
VFA
186
Voya Financial Advisors
Connecticut
$1.69M -$147K -2,992 -8%
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$1.67M -$297K -6,069 -15%
FAIM
188
Financial Advocates Investment Management
Washington
$1.64M +$1.38M +28,241 +574%
SAS
189
Sage Advisory Services
Texas
$1.64M +$150K +3,057 +10%
AI
190
Atria Investments
North Carolina
$1.63M -$45.9K -937 -3%
CM
191
Columbus Macro
Pennsylvania
$1.63M +$1.62M +32,979 New
GVAG
192
Great Valley Advisor Group
Delaware
$1.63M +$82.6K +1,685 +5%
LWA
193
Lineweaver Wealth Advisors
Ohio
$1.61M -$21.6K -441 -1%
ASN
194
Advisory Services Network
Georgia
$1.6M -$7.65K -156 -0.5%
CCB
195
Country Club Bank
Missouri
$1.59M +$102K +2,082 +7%
NCM
196
Northwest Capital Management
Oregon
$1.57M +$1.55M +31,689 New
AIP
197
Ameritas Investment Partners
Nebraska
$1.54M +$561K +11,454 +58%
PFA
198
Pinnacle Family Advisors
Missouri
$1.46M +$1.44M +29,419 New
IA
199
IFP Advisors
Florida
$1.43M -$116K -2,359 -15%
LBC
200
Lowe Brockenbrough & Co
Virginia
$1.4M -$542K -11,060 -28%

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.