We are live on ! Find out more
IGIB icon

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
GL
201
Graypoint LLC
New York
$1.39M -$18.2K -372 -1%
GT
202
Greenleaf Trust
Michigan
$1.39M -$735 -15 -0.1%
VC
203
Vicus Capital
Pennsylvania
$1.32M -$72.1K -1,471 -5%
NGA
204
Naples Global Advisors
Florida
$1.31M -$131K -2,679 -9%
PCM
205
Parsons Capital Management
Rhode Island
$1.3M -$136K -2,781 -10%
BFC
206
Blue Fin Capital
Rhode Island
$1.27M +$471K +9,611 +60%
4WM
207
4J Wealth Management
Virginia
$1.27M -$8.23K -168 -0.7%
BP
208
Ballentine Partners
Massachusetts
$1.25M +$1.24M +25,318 New
HI
209
Harbour Investments
Wisconsin
$1.24M -$132K -2,692 -10%
Cerity Partners
210
Cerity Partners
New York
$1.24M +$1.23M +25,135 New
NFG
211
Nations Financial Group
Iowa
$1.23M +$832K +16,968 +214%
Prudential Financial
212
Prudential Financial
New Jersey
$1.23M -$217K -4,418 -15%
TIA
213
Tiemann Investment Advisors
California
$1.23M -$179K -3,661 -13%
OFG
214
Omega Financial Group
California
$1.22M +$36.4K +742 +3%
MMA
215
Miracle Mile Advisors
California
$1.21M -$66.1K -1,349 -5%
KWA
216
KCS Wealth Advisory
California
$1.19M -$626K -12,771 -35%
BIA
217
Bigelow Investment Advisors
Maine
$1.17M -$328K -6,687 -22%
BEI
218
Benjamin Edwards Inc
Missouri
$1.16M +$130K +2,661 +13%
Bank Julius Baer & Co
219
Bank Julius Baer & Co
Switzerland
$1.15M +$18K +367 +2%
Luther King Capital Management (LKCM)
220
Luther King Capital Management (LKCM)
Texas
$1.13M
DSC
221
Duncker Streett & Co
Missouri
$1.13M
GM
222
GeoWealth Management
Illinois
$1.1M -$35.6K -726 -3%
NAM
223
NTV Asset Management
West Virginia
$1.1M -$190K -3,875 -15%
CFAM
224
Center For Asset Management
Florida
$1.1M +$519K +10,580 +91%
SFS
225
Sowell Financial Services
Arkansas
$1.09M +$1.08M +22,122 New

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.