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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
HCM
301
Hengehold Capital Management
Ohio
$618K +$22K +433 +4%
PA
302
Probity Advisors
Texas
$609K +$612K +12,038 New
PAMS
303
Pictet Asset Management (Switzerland)
Switzerland
$607K
EWA
304
Evolution Wealth Advisors
Florida
$606K +$609K +11,990 New
WAS
305
Wealth Advisory Solutions
Indiana
$589K +$508 +10 +0.1%
SB
306
Simmons Bank
Arkansas
$567K -$7.88K -155 -1%
CPP
307
Capasso Planning Partners
South Carolina
$565K -$203K -4,002 -26%
VNIM
308
Vaughan Nelson Investment Management
Texas
$565K
SC
309
Savant Capital
Illinois
$564K +$566K +11,144 New
GRP
310
Global Retirement Partners
California
$557K -$37.4K -736 -6%
CL
311
Choreo LLC
Illinois
$552K +$266K +5,230 +92%
SL
312
Sentinus LLC
Illinois
$544K -$169K -3,325 -24%
FA
313
Flagstar Advisors
New York
$539K +$335K +6,596 +162%
EIG
314
Ellenbecker Investment Group
Wisconsin
$537K -$4.83K -95 -0.9%
FWA
315
FOCUS Wealth Advisors
Texas
$528K
EWM
316
Empirical Wealth Management
Washington
$522K +$323K +6,354 +160%
FSC
317
Full Sail Capital
Oklahoma
$508K +$864 +17 +0.2%
NA
318
Nottingham Advisors
New York
$506K
B
319
Bailard
California
$498K +$2.64K +52 +0.5%
OFG
320
Omega Financial Group
California
$496K -$13.9K -273 -3%
TC
321
TAGStone Capital
North Carolina
$494K -$69.5K -1,368 -12%
Lido Advisors
322
Lido Advisors
California
$487K +$489K +9,630 New
SFO
323
Stokes Family Office
Louisiana
$479K
FGAM
324
Financial Gravity Asset Management
Texas
$475K
AA
325
Apriem Advisors
California
$474K -$78.3K -1,541 -14%

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.