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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
USB
376
Union Savings Bank
Connecticut
$270K +$272K +5,346 New
TPA
377
Trivium Point Advisory
Connecticut
$270K +$12.1K +238 +5%
WMA
378
West Michigan Advisors
Michigan
$263K -$24.9K -490 -9%
SWM
379
Seaside Wealth Management
California
$262K
RFO
380
RiverGlades Family Offices
Florida
$257K +$259K +5,090 New
SSWM
381
Sheets Smith Wealth Management
North Carolina
$252K
TPW
382
Transatlantique Private Wealth
New York
$250K +$14.9K +294 +6%
DAS
383
Dynamic Advisor Solutions
Arizona
$248K +$20.2K +397 +9%
EAM
384
Evanson Asset Management
California
$245K
ClearBridge Investments
385
ClearBridge Investments
New York
$242K +$4.98K +98 +2%
BA
386
Bellwether Advisors
Nebraska
$241K -$10.2K -200 -4%
LFAS
387
Level Four Advisory Services
Texas
$238K +$239K +4,710 New
JWCA
388
J.W. Cole Advisors
Florida
$238K -$794K -15,624 -77%
VFPW
389
Vantage Financial Partners (Wisconsin)
Wisconsin
$236K -$38.4K -756 -14%
GWM
390
GDS Wealth Management
Texas
$234K -$11.5K -226 -5%
WDC
391
Woodward Diversified Capital
California
$230K +$4.07K +80 +2%
CWM
392
Centurion Wealth Management
Virginia
$230K
RPCA
393
Running Point Capital Advisors
California
$226K
AA
394
Ancora Advisors
Ohio
$223K
FWIA
395
Fort Washington Investment Advisors
Ohio
$223K
KPWS
396
Kestra Private Wealth Services
Texas
$221K +$3.2K +63 +1%
CW
397
CreativeOne Wealth
Kansas
$220K -$83K -1,634 -27%
DC
398
Destiny Capital
Colorado
$219K +$220K +4,321 New
TC
399
Trilogy Capital
California
$218K +$219K +4,314 New
FCA
400
FinTrust Capital Advisors
South Carolina
$218K

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.