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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
IP
351
Ignite Planners
California
$361K -$74.5K -1,466 -17%
SCG
352
Sonata Capital Group
Washington
$359K
BFA
353
Beaumont Financial Advisors
Massachusetts
$354K -$762 -15 -0.2%
RW
354
Rede Wealth
Virginia
$351K -$39.7K -782 -10%
SG
355
StoneX Group
New York
$343K +$345K +6,785 New
PWW
356
Pettyjohn Wood & White
Virginia
$335K -$10.2K -200 -3%
PFS
357
Prospera Financial Services
Texas
$335K +$15.5K +305 +5%
Corient Private Wealth
358
Corient Private Wealth
Florida
$334K -$153K -3,017 -31%
MMA
359
Miracle Mile Advisors
California
$334K -$899K -17,695 -73%
LFS
360
Lutz Financial Services
Nebraska
$332K +$51 +1 +0%
HNB
361
Huntington National Bank
Ohio
$331K
CBFP
362
Cedar Brook Financial Partners
Ohio
$329K +$4.93K +97 +2%
CGFA
363
Colton Groome Financial Advisors
North Carolina
$329K -$39.4K -775 -11%
SWM
364
Spire Wealth Management
Virginia
$324K -$81.2K -1,598 -20%
OWP
365
Obermeyer Wealth Partners
Colorado
$324K
MM
366
Meridian Management
Arkansas
$320K -$287K -5,648 -47%
GCL
367
Gouws Capital LLC
North Carolina
$308K
PWMG
368
Provence Wealth Management Group
California
$308K +$51.3K +1,010 +20%
CCG
369
Ceeto Capital Group
Florida
$303K +$305K +6,000 New
WQ
370
Wealth Quarterback
New Jersey
$300K +$13.4K +263 +5%
BFW
371
Brady Family Wealth
Missouri
$295K -$9.61K -189 -3%
M&T Bank
372
M&T Bank
New York
$294K -$289K -5,695 -49%
HA
373
Hofer & Associates
California
$292K +$293K +5,775 New
NFG
374
Nations Financial Group
Iowa
$288K -$81K -1,593 -22%
CB
375
Commerce Bank
Missouri
$271K +$272K +5,350 New

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.