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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
SCA
376
Snowden Capital Advisors
New York
$230K +$1.27K +25 +0.6%
RPCA
377
Running Point Capital Advisors
California
$229K
BAM
378
Belpointe Asset Management
Nevada
$229K -$337K -6,657 -60%
AA
379
Ancora Advisors
Ohio
$226K +$82.8K +1,635 +59%
FWIA
380
Fort Washington Investment Advisors
Ohio
$226K +$223K +4,405 New
AAS
381
Ameritas Advisory Services
Nebraska
$226K -$190K -3,749 -46%
WA
382
Waverly Advisors
Alabama
$223K -$133K -2,628 -38%
KPWS
383
Kestra Private Wealth Services
Texas
$221K +$218K +4,302 New
SSB
384
Sandy Spring Bank
Maryland
$220K
FCA
385
FinTrust Capital Advisors
South Carolina
$218K
SAM
386
S.A. Mason
Michigan
$217K
BRWA
387
B. Riley Wealth Advisors
Florida
$217K -$241K -4,762 -53%
HA
388
Herold Advisors
New York
$216K +$214K +4,220 New
William Blair & Company
389
William Blair & Company
Illinois
$216K -$18.1K -357 -8%
RF
390
RHS Financial
California
$214K -$50K -987 -19%
SW
391
SVB Wealth
Massachusetts
$213K
AWA
392
Arkadios Wealth Advisors
Georgia
$211K +$209K +4,117 New
CCA
393
Clearwater Capital Advisors
Illinois
$211K
IWM
394
IHT Wealth Management
Illinois
$210K -$24K -473 -10%
FA
395
Flagstar Advisors
New York
$209K -$2.63K -52 -1%
RFC
396
Regions Financial Corp
Alabama
$204K +$201K +3,975 New
CCM
397
Crew Capital Management
Ohio
$204K +$201K +3,975 New
EWM
398
Empirical Wealth Management
Washington
$203K +$201K +3,968 New
KA
399
Kovack Advisors
Florida
$200K +$198K +3,904 New
HIIFS
400
Harel Insurance Investments & Financial Services
Israel
$195K +$56.9K +1,124 +42%

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.