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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
NA
301
Nottingham Advisors
New York
$513K
Fisher Asset Management
302
Fisher Asset Management
Washington
$506K +$66.1K +1,304 +15%
SFG
303
StrategIQ Financial Group
Indiana
$504K -$13.1K -259 -3%
B
304
Bailard
California
$503K +$20.2K +398 +4%
Corient Private Wealth
305
Corient Private Wealth
Florida
$494K -$184K -3,629 -27%
SFO
306
Stokes Family Office
Louisiana
$486K +$4.46K +88 +0.9%
EWM
307
Endurance Wealth Management
Rhode Island
$477K
AWM
308
Adams Wealth Management
Utah
$470K -$296K -5,844 -39%
NLG
309
New Legacy Group
New York
$462K
SWP
310
Stratos Wealth Partners
Ohio
$454K -$228K -4,493 -34%
IP
311
Ignite Planners
California
$449K -$16.5K -325 -4%
WWM
312
Western Wealth Management
Colorado
$447K +$2.58K +51 +0.6%
WS
313
Wedbush Securities
California
$446K +$56.8K +1,122 +15%
CCFCSB
314
Cape Cod Five Cents Savings Bank
Massachusetts
$439K -$74.2K -1,464 -15%
CPRC
315
Consolidated Portfolio Review Corp
New York
$431K +$425K +8,398 New
TCA
316
Transcend Capital Advisors
New Jersey
$428K -$209K -4,128 -33%
GFS
317
GYL Financial Synergies
Connecticut
$425K +$420K +8,285 New
IP
318
Investment Partners
Ohio
$421K +$659 +13 +0.2%
FWP
319
Falcon Wealth Planning
California
$420K +$30.6K +605 +8%
BNP Paribas Financial Markets
320
BNP Paribas Financial Markets
France
$414K +$313K +6,187 +328%
TSA
321
Tri-Star Advisors
Texas
$413K +$408K +8,048 New
KTC
322
Kistler-Tiffany Companies
Pennsylvania
$413K +$408K +8,045 New
SWM
323
Spire Wealth Management
Virginia
$411K +$284K +5,600 +232%
Millennium Management
324
Millennium Management
New York
$410K -$644K -12,722 -61%
RW
325
Rede Wealth
Virginia
$396K -$912 -18 -0.2%

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.