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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
LF
326
Lee Financial
Texas
$394K
AIM
327
Aspen Investment Management
Michigan
$387K
CS
328
Credit Suisse
Switzerland
$384K -$313K -6,173 -45%
HNB
329
Huntington National Bank
Ohio
$383K
FA
330
FC Advisory
Pennsylvania
$378K +$1.72K +34 +0.5%
PA
331
PFG Advisors
Arizona
$377K +$14.5K +286 +4%
NFG
332
Nations Financial Group
Iowa
$373K -$893K -17,625 -71%
CGFA
333
Colton Groome Financial Advisors
North Carolina
$373K -$27.9K -550 -7%
SCG
334
Sonata Capital Group
Washington
$364K
FFG
335
Fullen Financial Group
Ohio
$362K +$3.19K +63 +0.9%
BFA
336
Beaumont Financial Advisors
Massachusetts
$360K +$356K +7,018 New
HIM
337
Hanlon Investment Management
New Jersey
$358K +$354K +6,982 New
EWA
338
ERTS Wealth Advisors
Michigan
$357K -$6.05M -119,477 -94%
VWA
339
V Wealth Advisors
Kansas
$356K +$352K +6,940 New
PWW
340
Pettyjohn Wood & White
Virginia
$350K +$1.72K +34 +0.5%
LFS
341
Lutz Financial Services
Nebraska
$337K -$2.84K -56 -0.8%
CBFP
342
Cedar Brook Financial Partners
Ohio
$329K +$85K +1,677 +35%
OWP
343
Obermeyer Wealth Partners
Colorado
$329K
PFS
344
Prospera Financial Services
Texas
$324K -$41.9K -827 -12%
VCA
345
Verdence Capital Advisors
Maryland
$318K
GCL
346
Gouws Capital LLC
North Carolina
$313K
BFW
347
Brady Family Wealth
Missouri
$309K -$3.24K -64 -1%
CW
348
CreativeOne Wealth
Kansas
$307K +$97.2K +1,918 +47%
AWM
349
Apollon Wealth Management
South Carolina
$305K +$53.8K +1,063 +22%
WIA
350
World Investment Advisors
California
$304K -$1.27K -25 -0.4%

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.