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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
SSG
426
Summit Securities Group
New York
$126K -$127K -2,500 -50%
TSWM
427
Tyler-Stone Wealth Management
Ohio
$125K +$126K +2,480 New
TCWA
428
Ten Capital Wealth Advisors
Washington
$123K -$23.6K -464 -16%
IA
429
IFP Advisors
Florida
$122K -$6.61K -130 -5%
FA
430
Fiduciary Alliance
South Carolina
$120K +$120K +2,367 New
FWP
431
FAS Wealth Partners
Kansas
$114K +$26.9K +530 +31%
HS
432
Horan Securities
United States
$111K +$51 +1 +0%
BFO
433
Biltmore Family Office
North Carolina
$110K
HCP
434
Hexagon Capital Partners
Arkansas
$108K
LFG
435
Larson Financial Group
Missouri
$96K +$7.37K +145 +8%
PTC
436
Private Trust Company
Ohio
$89.4K -$102 -2 -0.1%
PAG
437
Paladin Advisory Group
Iowa
$87.9K +$88.3K +1,738 New
BSWA
438
Bromfield Sneider Wealth Advisors
Massachusetts
$79.9K +$80.3K +1,580 New
NRC
439
New Republic Capital
North Carolina
$75.2K
BCM
440
Bourgeon Capital Management
Connecticut
$74.3K
PB
441
Pinnacle Bancorp
Nebraska
$74.3K
SCA
442
Stonebridge Capital Advisors
Minnesota
$70.1K
BHWM
443
Beaird Harris Wealth Management
Texas
$68.3K
MFC
444
Mechanics Financial Corp
Ohio
$67K
EW
445
Element Wealth
Mississippi
$66.3K +$102 +2 +0.2%
CSB
446
City State Bank
Iowa
$63K
BCV
447
Banque Cantonale Vaudoise
Switzerland
$61K
CFO
448
CVA Family Office
Colorado
$60.5K
FFA
449
Founders Financial Alliance
North Carolina
$59.5K +$33.3K +655 +126%
HDIM
450
Hanson & Doremus Investment Management
Vermont
$55K

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.