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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
FPAS
251
Focus Partners Advisor Solutions
Missouri
$932K +$171K +3,367 +22%
FHA
252
First Horizon Advisors
Tennessee
$921K -$5.23K -103 -0.6%
KIG
253
Kowal Investment Group
Wisconsin
$918K -$224K -4,417 -20%
WFAG
254
Wescott Financial Advisory Group
Pennsylvania
$910K +$1.07K +21 +0.1%
Creative Planning
255
Creative Planning
Kansas
$891K +$65.5K +1,289 +8%
State Street
256
State Street
Massachusetts
$890K +$14K +276 +2%
CAL
257
Capital Analysts LLC
Pennsylvania
$889K +$7.12K +140 +0.8%
EFS
258
Econ Financial Services
Pennsylvania
$871K +$7.72K +152 +0.9%
BCM
259
Boltwood Capital Management
California
$862K +$51.1K +1,005 +6%
AG
260
Ascent Group
Virginia
$853K -$344K -6,763 -28%
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$846K +$102K +2,016 +14%
DIA
262
Dana Investment Advisors
Wisconsin
$844K -$4.83K -95 -0.6%
VC
263
Vicus Capital
Pennsylvania
$834K +$864 +17 +0.1%
KC
264
Kenfarb & Co
Kentucky
$833K
CCB
265
Country Club Bank
Missouri
$832K -$565K -11,110 -40%
Fisher Asset Management
266
Fisher Asset Management
Washington
$831K +$333K +6,560 +66%
HPC
267
HM Payson & Co
Maine
$828K -$216K -4,250 -21%
CSPIA
268
Cary Street Partners Investment Advisory
Virginia
$815K +$65.3K +1,285 +9%
MIH
269
Meitav Investment House
Israel
$812K -$16.3K -320 -2%
HIS
270
Horizon Investment Services
Indiana
$808K -$407 -8 -0.1%
CM
271
Columbus Macro
Pennsylvania
$804K -$1.09M -21,529 -58%
GIC
272
GFI Investment Counsel
Ontario, Canada
$794K
Baird Financial Group
273
Baird Financial Group
Wisconsin
$782K -$51.2K -1,008 -6%
OC
274
Oppenheimer & Co
New York
$780K
IWC
275
Integrated Wealth Concepts
Massachusetts
$764K +$12.9K +254 +2%

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.