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iShares 5-10 Year Investment Grade Corporate Bond ETF

525 hedge funds and large institutions have $9.41B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 197 increasing their positions, 177 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $621K

90% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 29

11% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 177

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

5% more funds holding

Funds holding: 502525 (+23)

1% more capital invested

Capital invested by funds: $9.34B → $9.41B (+$71.5M)

0.64% less ownership

Funds ownership: 81.8%81.16% (-0.64%)

Holders
525
Holders Change
+23
Holders Change %
+4.58%
% of All Funds
8.24%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.69%
New
55
Increased
197
Reduced
177
Closed
29
Calls
$1.57M
Puts
$621K
Net Calls
+$947K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
226
Peddock Capital Advisors
Massachusetts
$1.24M +$456K +8,977 +58%
BCG
227
Breakwater Capital Group
New Jersey
$1.23M +$981K +19,304 +390%
GWM
228
GSB Wealth Management
Connecticut
$1.23M -$424K -8,339 -26%
EDRH
229
Edmond de Rothschild Holding
Switzerland
$1.22M +$634K +12,474 +107%
BWAM
230
Boyd Watterson Asset Management
Ohio
$1.22M -$187K -3,679 -13%
KWM
231
Kingsview Wealth Management
Oregon
$1.18M +$314K +6,187 +36%
Luther King Capital Management (LKCM)
232
Luther King Capital Management (LKCM)
Texas
$1.17M
Bank Julius Baer & Co
233
Bank Julius Baer & Co
Switzerland
$1.15M -$21.8K -428 -2%
DSC
234
Duncker Streett & Co
Missouri
$1.15M
OMC
235
Old Mission Capital
Illinois
$1.15M +$1.16M +22,772 New
VAS
236
Vestmark Advisory Solutions
Massachusetts
$1.15M -$135K -2,659 -11%
CAG
237
Csenge Advisory Group
Florida
$1.12M +$11K +217 +1%
NAM
238
NTV Asset Management
West Virginia
$1.08M -$50.1K -985 -4%
DLCIG
239
D.L. Carlson Investment Group
New Hampshire
$1.06M +$1.06M +20,952 New
CFGS
240
Concourse Financial Group Securities
Alabama
$1.02M +$57.1K +1,123 +6%
WTC
241
WhitTier Trust Company
Nevada
$1.01M -$74.7K -1,470 -7%
Prudential Financial
242
Prudential Financial
New Jersey
$1M -$159K -3,132 -14%
Balyasny Asset Management
243
Balyasny Asset Management
Illinois
$992K +$699K +13,749 +235%
DIA
244
Davidson Investment Advisors
Montana
$980K -$18.4K -362 -2%
RCIM
245
Red Cedar Investment Management
Michigan
$974K +$126K +2,471 +15%
GSEP
246
Golden State Equity Partners
California
$968K -$882K -17,355 -48%
SFS
247
Sowell Financial Services
Arkansas
$956K +$961K +18,904 New
BEI
248
Benjamin Edwards Inc
Missouri
$947K -$88K -1,731 -8%
AWM
249
Accurate Wealth Management
Florida
$945K +$232K +4,560 +32%
BIA
250
Bigelow Investment Advisors
Maine
$933K +$937K +18,447 New

IGIB Hedge Fund Activity: Q2 2023 in Review

525 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2023, worth a combined $9.41B — up 0.77% from $9.34B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IGIB positions and 29 closed out — a net gain of 26 holders — while 197 added to existing stakes and 177 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $122M. The largest seller was Prudential plc, cutting an estimated $246M.

  • 525 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2023, up from 502 in Q1 2023.
  • Funds reported $9.41B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2023, up 0.77% quarter-over-quarter.
  • 55 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2023 and 29 closed out, a net change of +26 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2023 was Financial Engines Advisors, an estimated $122M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2023 was Prudential plc, an estimated $246M sold.

Based on aggregated 13F filings for Q2 2023.