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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
PFBT
401
Parkside Financial Bank & Trust
Missouri
$193K +$3.55K +70 +2%
NL
402
NEPC LLC
Massachusetts
$188K
HGERS
403
Householder Group Estate & Retirement Specialist
Arizona
$186K +$184K +3,624 New
WB
404
Webster Bank
Connecticut
$185K -$317K -6,251 -63%
RI
405
Ridgewood Investments
New Jersey
$178K +$176K +3,465 New
HI
406
Harbour Investments
Wisconsin
$176K -$1.1M -21,705 -86%
GWM
407
Geneos Wealth Management
Colorado
$171K -$19.2K -379 -10%
LWP
408
Lumature Wealth Partners
Georgia
$151K
TCWA
409
Ten Capital Wealth Advisors
Washington
$149K -$26.3K -519 -15%
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$132K +$71.2K +1,405 +119%
TCM
411
TD Capital Management
Tennessee
$130K +$608 +12 +0.5%
Bessemer Group
412
Bessemer Group
New Jersey
$129K +$128K +2,519 New
HS
413
Horan Securities
United States
$113K -$2.53K -50 -2%
BFO
414
Biltmore Family Office
North Carolina
$112K +$110K +2,180 New
HCP
415
Hexagon Capital Partners
Arkansas
$109K -$2.28K -45 -2%
BCA
416
Bray Capital Advisors
Florida
$109K -$26.6K -525 -20%
AF
417
Advisornet Financial
Minnesota
$107K -$8.97K -177 -8%
EWM
418
EPG Wealth Management
Georgia
$94.8K +$85.6K +1,689 +1,056%
PTC
419
Private Trust Company
Ohio
$90.7K -$131K -2,578 -59%
LFG
420
Larson Financial Group
Missouri
$89.9K -$5.72K -113 -6%
FWP
421
FAS Wealth Partners
Kansas
$88.8K -$962 -19 -1%
NRC
422
New Republic Capital
North Carolina
$76.3K
BCM
423
Bourgeon Capital Management
Connecticut
$75.4K
PB
424
Pinnacle Bancorp
Nebraska
$75.4K
BFPW
425
BOK Financial Private Wealth
Colorado
$72.4K +$71.5K +1,411 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.