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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
Balyasny Asset Management
351
Balyasny Asset Management
Illinois
$300K +$297K +5,858 New
CL
352
Choreo LLC
Illinois
$292K
WMA
353
West Michigan Advisors
Michigan
$292K +$288K +5,685 New
WQ
354
Wealth Quarterback
New Jersey
$291K +$6.94K +137 +2%
CCA
355
Checchi Capital Advisers
California
$289K -$244K -4,826 -46%
VFPW
356
Vantage Financial Partners (Wisconsin)
Wisconsin
$278K +$275K +5,422 New
IA
357
IFP Advisors
Florida
$276K -$535K -10,557 -81%
IIA
358
IPG Investment Advisors
California
$271K +$268K +5,285 New
SWM
359
Seaside Wealth Management
California
$266K
TPA
360
Trivium Point Advisory
Connecticut
$261K +$28.9K +571 +13%
WP
361
WealthPLAN Partners
Nebraska
$261K +$32.6K +643 +14%
PWMG
362
Provence Wealth Management Group
California
$261K +$258K +5,089 New
SSG
363
Summit Securities Group
New York
$256K -$456K -9,000 -64%
SSWM
364
Sheets Smith Wealth Management
North Carolina
$256K
BA
365
Bellwether Advisors
Nebraska
$255K -$53.6K -1,058 -18%
BCG
366
Breakwater Capital Group
New Jersey
$254K +$251K +4,955 New
JLBC
367
J.L. Bainbridge & Co
Florida
$251K
EAM
368
Evanson Asset Management
California
$249K
GWM
369
GDS Wealth Management
Texas
$249K -$42.8K -845 -15%
ClearBridge Investments
370
ClearBridge Investments
New York
$240K -$4.51K -89 -2%
TPW
371
Transatlantique Private Wealth
New York
$238K +$235K +4,648 New
EW
372
Enzi Wealth
Texas
$235K -$137K -2,698 -37%
CWM
373
Centurion Wealth Management
Virginia
$234K
DAS
374
Dynamic Advisor Solutions
Arizona
$231K -$106K -2,093 -32%
WDC
375
Woodward Diversified Capital
California
$230K +$227K +4,478 New

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.