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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
BWL
426
Bogart Wealth LLC
Virginia
$72.2K +$69.3K +1,368 +3,508%
BWM
427
BerganKDV Wealth Management
Minnesota
$72.1K -$549K -10,840 -89%
SCA
428
Stonebridge Capital Advisors
Minnesota
$71.1K
BHWM
429
Beaird Harris Wealth Management
Texas
$69.2K
MFC
430
Mechanics Financial Corp
Ohio
$67.9K
EW
431
Element Wealth
Mississippi
$67.1K -$20.2K -399 -23%
CSB
432
City State Bank
Iowa
$64K +$14.6K +289 +30%
BCV
433
Banque Cantonale Vaudoise
Switzerland
$62K -$157K -3,099 -72%
CFO
434
CVA Family Office
Colorado
$61.3K
HDIM
435
Hanson & Doremus Investment Management
Vermont
$55K
CHC
436
City Holding Co
West Virginia
$48.6K
MIFH
437
Migdal Insurance & Financial Holdings
Israel
$47K -$79.1K -1,562 -63%
CCP
438
Carmel Capital Partners
California
$45.1K +$44.6K +880 New
FWM
439
Focused Wealth Management
New York
$43.6K -$12.7K -250 -23%
MBFW
440
Morton Brown Family Wealth
Pennsylvania
$37.6K +$13K +257 +54%
RFA
441
Resurgent Financial Advisors
Georgia
$37.4K -$100K -1,983 -73%
CFB
442
Cullen/Frost Bankers
Texas
$36.3K
AWM
443
AllSquare Wealth Management
New York
$33.3K
JAM
444
JCIC Asset Management
Ontario, Canada
$31.8K
JFA
445
JNBA Financial Advisors
Minnesota
$31.4K +$31K +612 New
JMF
446
Johnson Midwest Financial
Iowa
$30.3K
CPA
447
Cardiff Park Advisors
California
$29.2K
FA
448
Faithward Advisors
Pennsylvania
$28.4K +$3.09K +61 +12%
FFA
449
Founders Financial Alliance
North Carolina
$26.6K -$4.56K -90 -15%
CB
450
Community Bank
New York
$25.4K

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.