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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
SSB
401
Sandy Spring Bank
Maryland
$217K
SAM
402
S.A. Mason
Michigan
$217K
CIC
403
Chilton Investment Company
Connecticut
$216K +$217K +4,277 New
BRWA
404
B. Riley Wealth Advisors
Florida
$215K +$1.47K +29 +0.7%
RF
405
RHS Financial
California
$215K +$3.46K +68 +2%
SW
406
SteelPeak Wealth
California
$213K +$214K +4,210 New
WP
407
WealthPLAN Partners
Nebraska
$213K -$45.1K -888 -17%
SCA
408
Snowden Capital Advisors
New York
$212K -$14.2K -279 -6%
CCA
409
Clearwater Capital Advisors
Illinois
$208K
MPW
410
MGO Private Wealth
California
$207K +$208K +4,102 New
KA
411
Kovack Advisors
Florida
$206K +$8.38K +165 +4%
FCH
412
Freestone Capital Holdings
Washington
$202K +$203K +4,000 New
RFC
413
Regions Financial Corp
Alabama
$201K
WB
414
Webster Bank
Connecticut
$198K +$16K +315 +9%
PFBT
415
Parkside Financial Bank & Trust
Missouri
$190K
CAS
416
Coppell Advisory Solutions
Texas
$188K +$189K +3,727 New
NL
417
NEPC LLC
Massachusetts
$185K
Fifth Third Bancorp
418
Fifth Third Bancorp
Ohio
$181K -$353K -6,953 -66%
RI
419
Ridgewood Investments
New Jersey
$171K -$3.81K -75 -2%
GWM
420
Geneos Wealth Management
Colorado
$163K -$5.49K -108 -3%
HI
421
Harbour Investments
Wisconsin
$148K -$25.1K -494 -14%
PG
422
Prostatis Group
Maryland
$142K +$800K +15,743 New
William Blair & Company
423
William Blair & Company
Illinois
$139K -$74.3K -1,462 -35%
LWP
424
Lumature Wealth Partners
Georgia
$134K -$15.1K -297 -10%
TCM
425
TD Capital Management
Tennessee
$130K +$1.02K +20 +0.8%

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.