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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
SAS
276
Stelac Advisory Services
New York
$741K
RIA
277
Realta Investment Advisors
Delaware
$728K -$7.17K -141 -1%
CCA
278
Checchi Capital Advisers
California
$722K +$439K +8,638 +153%
LNC
279
Lincoln National Corp
Pennsylvania
$717K +$173K +3,401 +32%
ECA
280
Elevated Capital Advisors
Utah
$716K -$55.6K -1,094 -7%
FLA
281
Financial Life Advisors
Texas
$714K -$4.29M -84,368 -86%
EAM
282
Eagle Asset Management
Florida
$711K +$7.06K +139 +1%
MSS
283
Mitchell Sinkler & Starr
Pennsylvania
$709K
AWM
284
Avior Wealth Management
Nebraska
$708K -$74.3K -1,462 -9%
ATC
285
Argent Trust Co
Tennessee
$705K -$66K -1,299 -9%
PAS
286
Park Avenue Securities
New York
$701K +$25.4K +500 +4%
BFA
287
Bragg Financial Advisors
North Carolina
$699K +$33K +650 +5%
WPC
288
White Pine Capital
Minnesota
$698K -$71.1K -1,400 -9%
CA
289
Continuum Advisory
Idaho
$691K -$9.76K -192 -1%
Millennium Management
290
Millennium Management
New York
$678K +$274K +5,400 +68%
SAM
291
Sawgrass Asset Management
Florida
$678K
CFAM
292
Center For Asset Management
Florida
$674K +$60K +1,181 +10%
WIA
293
World Investment Advisors
California
$672K +$374K +7,363 +124%
BFEC
294
Benjamin F. Edwards & Company
Missouri
$645K -$95.2K -1,874 -13%
SWP
295
Stratos Wealth Partners
Ohio
$638K +$192K +3,772 +43%
AWM
296
Adams Wealth Management
Utah
$635K +$172K +3,382 +37%
HPM
297
Hoxton Planning & Management
West Virginia
$632K -$68K -1,338 -10%
CPM
298
Connective Portfolio Management
New York
$626K -$44.7K -880 -7%
PA
299
Prossimo Advisors
California
$623K +$626K +12,317 New
OWA
300
Outlook Wealth Advisors
Texas
$622K +$625K +12,302 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.