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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
Bank Julius Baer & Co
201
Bank Julius Baer & Co
Switzerland
$1.1M -$18.8K -367 -2%
CF
202
Centaurus Financial
California
$1.1M -$2.7M -52,773 -70%
DSC
203
Duncker Streett & Co
Missouri
$1.1M
Luther King Capital Management (LKCM)
204
Luther King Capital Management (LKCM)
Texas
$1.1M
MM
205
Meridian Management
Arkansas
$1.1M +$3.53K +69 +0.3%
EAM
206
Eagle Asset Management
Florida
$1.05M -$5.88K -115 -0.5%
MIAN
207
Mariner Independent Advisor Network
Kansas
$1.03M -$14.1K -276 -1%
ECA
208
Elevated Capital Advisors
Utah
$1.03M +$1.09M +21,381 New
HPC
209
HM Payson & Co
Maine
$1.01M +$18.4K +359 +2%
OMC
210
Old Mission Capital
Illinois
$1.01M +$1.07M +20,996 New
VT
211
Vise Technologies
New York
$999K -$709K -13,874 -40%
BEI
212
Benjamin Edwards Inc
Missouri
$998K -$40.2K -786 -4%
SPIA
213
Steward Partners Investment Advisory
New York
$992K -$1.23M -23,977 -54%
GWM
214
GSB Wealth Management
Connecticut
$986K +$84.8K +1,658 +9%
WFAG
215
Wescott Financial Advisory Group
Pennsylvania
$967K +$453K +8,859 +79%
SFO
216
Standard Family Office
South Dakota
$966K +$1.02M +20,000 New
CFGS
217
Concourse Financial Group Securities
Alabama
$961K +$98.2K +1,920 +11%
AIP
218
Ameritas Investment Partners
Nebraska
$947K -$64.6K -1,263 -6%
BCM
219
Boltwood Capital Management
California
$933K +$5.88K +115 +0.6%
LNC
220
Lincoln National Corp
Pennsylvania
$929K -$321K -6,269 -25%
BWM
221
BerganKDV Wealth Management
Minnesota
$920K -$291K -5,688 -23%
FHA
222
First Horizon Advisors
Tennessee
$906K +$20K +392 +2%
State Street
223
State Street
Massachusetts
$892K -$3.48K -68 -0.4%
CPO
224
Cerity Partners OCIO
New York
$883K -$75.9K -1,485 -8%
PA
225
Probity Advisors
Texas
$873K -$29.8K -582 -3%

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.