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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
Renaissance Technologies
276
Renaissance Technologies
New York
$687K +$679K +13,400 New
PAS
277
Park Avenue Securities
New York
$686K -$39.8K -785 -6%
CPM
278
Connective Portfolio Management
New York
$680K
BFA
279
Bragg Financial Advisors
North Carolina
$675K
CFAM
280
Center For Asset Management
Florida
$622K -$511K -10,095 -45%
PAMS
281
Pictet Asset Management (Switzerland)
Switzerland
$615K
MM
282
Meridian Management
Arkansas
$614K -$30.3K -598 -5%
HCM
283
Hengehold Capital Management
Ohio
$605K +$17.8K +351 +3%
GRP
284
Global Retirement Partners
California
$603K +$163K +3,213 +38%
Qube Research & Technologies (QRT)
285
Qube Research & Technologies (QRT)
United Kingdom
$601K +$594K +11,728 New
EDRH
286
Edmond de Rothschild Holding
Switzerland
$598K -$177K -3,488 -23%
WAS
287
Wealth Advisory Solutions
Indiana
$597K -$322K -6,362 -35%
M&T Bank
288
M&T Bank
New York
$590K -$25.6K -505 -4%
SB
289
Simmons Bank
Arkansas
$583K -$25.1K -496 -4%
BB
290
Berkshire Bank
Massachusetts
$579K -$345K -6,802 -38%
VNIM
291
Vaughan Nelson Investment Management
Texas
$573K
TC
292
TAGStone Capital
North Carolina
$572K +$341K +6,741 +153%
SIA
293
Strategic Investment Advisors
Michigan
$569K -$351K -6,928 -38%
AA
294
Apriem Advisors
California
$560K -$88.4K -1,745 -14%
LNC
295
Lincoln National Corp
Pennsylvania
$552K -$202K -3,984 -27%
EIG
296
Ellenbecker Investment Group
Wisconsin
$549K -$38.3K -756 -7%
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$540K +$120K +2,363 +29%
FWA
298
FOCUS Wealth Advisors
Texas
$535K
OFG
299
Omega Financial Group
California
$517K -$737K -14,548 -59%
FSC
300
Full Sail Capital
Oklahoma
$514K +$760 +15 +0.1%

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.