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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
FCA
451
Fortis Capital Advisors
Kansas
$24.6K -$334K -6,601 -93%
HCA
452
Heck Capital Advisors
Wisconsin
$23.4K +$557 +11 +2%
SWA
453
SOA Wealth Advisors
New York
$23.2K +$152 +3 +0.7%
CA
454
Centerpoint Advisors
Massachusetts
$23K +$22.2K +439 New
FFA
455
Farther Finance Advisors
California
$22.1K -$18.8K -371 -46%
SWG
456
Summit Wealth Group
Vermont
$21K +$55.4M +1,094,475 New
HT
457
Headlands Technologies
Illinois
$19.6K +$19.4K +382 New
MPWT
458
MassMutual Private Wealth & Trust
Connecticut
$19.5K
First Manhattan
459
First Manhattan
New York
$19.2K -$51 -1 -0.3%
PA
460
Parallel Advisors
California
$17.8K +$17.6K +347 New
AIP
461
Ahrens Investment Partners
Louisiana
$17.1K +$16.9K +334 New
CTA
462
Colonial Trust Advisors
South Carolina
$16.9K
National Bank of Canada
463
National Bank of Canada
Quebec, Canada
$15.4K
GEA
464
Glen Eagle Advisors
New Jersey
$14.3K +$10.9K +216 +343%
TFP
465
Tilia Fiduciary Partners
North Carolina
$13.9K
VCM
466
Vigilant Capital Management
Maine
$13K +$6.84K +135 +117%
AIM
467
Anchor Investment Management
South Carolina
$12.8K
CAM
468
Chesapeake Asset Management
New York
$12.5K +$12.3K +243 New
SC
469
Stephens Consulting
Michigan
$10.7K
SWM
470
Sugarloaf Wealth Management
Georgia
$10.6K +$51 +1 +0.5%
LWANC
471
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.3K
BBHC
472
Brown Brothers Harriman & Co
New York
$10.1K
CAM
473
Costello Asset Management
Pennsylvania
$9.85K
CWC
474
Carolinas Wealth Consulting
North Carolina
$9.44K +$9.32K +184 New
AIC
475
Archer Investment Corporation
Indiana
$8.92K

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.