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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
EWM
326
Endurance Wealth Management
Rhode Island
$469K -$1.27K -25 -0.3%
HA
327
Herold Advisors
New York
$457K +$245K +4,821 +114%
NLG
328
New Legacy Group
New York
$455K
SFG
329
StrategIQ Financial Group
Indiana
$444K -$53.2K -1,047 -11%
IWM
330
IHT Wealth Management
Illinois
$440K +$235K +4,619 +113%
WWM
331
Western Wealth Management
Colorado
$433K -$8.18K -161 -2%
TCA
332
Transcend Capital Advisors
New Jersey
$433K +$11.2K +221 +3%
GFS
333
GYL Financial Synergies
Connecticut
$419K
IP
334
Investment Partners
Ohio
$416K +$1.07K +21 +0.3%
TSA
335
Tri-Star Advisors
Texas
$407K
CCFCSB
336
Cape Cod Five Cents Savings Bank
Massachusetts
$404K -$29.5K -581 -7%
HIM
337
Hanlon Investment Management
New Jersey
$402K +$49.3K +971 +14%
BNP Paribas Financial Markets
338
BNP Paribas Financial Markets
France
$399K -$9.61K -189 -2%
Lazard Asset Management
339
Lazard Asset Management
New York
$394K
BB
340
Berkshire Bank
Massachusetts
$393K -$178K -3,506 -31%
LF
341
Lee Financial
Texas
$389K
WS
342
Wedbush Securities
California
$382K -$58.2K -1,145 -13%
AIM
343
Aspen Investment Management
Michigan
$382K
CS
344
Credit Suisse
Switzerland
$379K
FWP
345
Falcon Wealth Planning
California
$378K -$35.6K -700 -9%
SHFP
346
Second Half Financial Partners
Florida
$377K +$379K +7,462 New
CPRC
347
Consolidated Portfolio Review Corp
New York
$376K -$48.8K -960 -11%
PA
348
PFG Advisors
Arizona
$376K +$4.07K +80 +1%
FA
349
FC Advisory
Pennsylvania
$375K +$2.69K +53 +0.7%
VCA
350
Verdence Capital Advisors
Maryland
$362K +$49.1K +966 +16%

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.