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iShares 5-10 Year Investment Grade Corporate Bond ETF

502 hedge funds and large institutions have $9.34B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 172 increasing their positions, 170 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $1.63M | Put options by funds: $785K

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

1% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 170

1% less funds holding

Funds holding: 506502 (-4)

0.91% less ownership

Funds ownership: 82.71%81.8% (-0.91%)

2% less funds holding in top 10

Funds holding in top 10: 4342 (-1)

9% less capital invested

Capital invested by funds: $10.2B → $9.34B (-$898M)

Holders
502
Holders Change
-4
Holders Change %
-0.79%
% of All Funds
8%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.67%
New
68
Increased
172
Reduced
170
Closed
57
Calls
$1.63M
Puts
$785K
Net Calls
+$846K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
251
Creative Planning
Kansas
$838K +$204K +4,031 +33%
BCM
252
Boltwood Capital Management
California
$823K +$22.5K +445 +3%
HIS
253
Horizon Investment Services
Indiana
$819K +$416K +8,221 +106%
GIC
254
GFI Investment Counsel
Ontario, Canada
$805K
PCA
255
Peddock Capital Advisors
Massachusetts
$797K +$85.9K +1,696 +12%
AWM
256
Avior Wealth Management
Nebraska
$793K +$504K +9,959 +181%
OC
257
Oppenheimer & Co
New York
$791K -$96.8K -1,911 -11%
ECA
258
Elevated Capital Advisors
Utah
$782K -$184K -3,637 -19%
ATC
259
Argent Trust Co
Tennessee
$782K
WPC
260
White Pine Capital
Minnesota
$780K -$162K -3,200 -17%
CPP
261
Capasso Planning Partners
South Carolina
$779K -$22.4K -443 -3%
FPAS
262
Focus Partners Advisor Solutions
Missouri
$773K +$61.6K +1,216 +9%
IWC
263
Integrated Wealth Concepts
Massachusetts
$762K +$131K +2,590 +21%
CSPIA
264
Cary Street Partners Investment Advisory
Virginia
$760K
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$754K +$358K +7,076 +93%
SAS
266
Stelac Advisory Services
New York
$752K
BFEC
267
Benjamin F. Edwards & Company
Missouri
$750K -$22.6M -446,226 -97%
RIA
268
Realta Investment Advisors
Delaware
$745K -$28.2K -556 -4%
AWM
269
Accurate Wealth Management
Florida
$727K +$173K +3,414 +32%
SL
270
Sentinus LLC
Illinois
$722K +$713K +14,083 New
MSS
271
Mitchell Sinkler & Starr
Pennsylvania
$719K
EAM
272
Eagle Asset Management
Florida
$713K -$94.4K -1,863 -12%
CA
273
Continuum Advisory
Idaho
$711K +$159K +3,146 +29%
HPM
274
Hoxton Planning & Management
West Virginia
$710K -$70K -1,382 -9%
SAM
275
Sawgrass Asset Management
Florida
$687K

IGIB Hedge Fund Activity: Q1 2023 in Review

502 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2023, worth a combined $9.34B — down 8.8% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IGIB positions and 57 closed out — a net gain of 11 holders — while 172 added to existing stakes and 170 trimmed.

The largest buyer was Japan Science & Technology Agency, opening a new position worth an estimated $367M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $51.2M sold.

  • 502 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2023, down from 506 in Q4 2022.
  • Funds reported $9.34B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2023, down 8.8% quarter-over-quarter.
  • 68 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2023 and 57 closed out, a net change of +11 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2023 was Japan Science & Technology Agency, an estimated $367M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2023 was Susquehanna International Group, an estimated $51.2M sold.

Based on aggregated 13F filings for Q1 2023.