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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
EWM
451
EPG Wealth Management
Georgia
$53.5K -$40.2K -791 -43%
CHC
452
City Holding Co
West Virginia
$47.9K
IPW
453
Impact Partnership Wealth
Georgia
$46.6K +$46.8K +921 New
MIFH
454
Migdal Insurance & Financial Holdings
Israel
$46K
CCP
455
Carmel Capital Partners
California
$44.5K
FWM
456
Focused Wealth Management
New York
$43K
GJIA
457
Glass Jacobson Investment Advisors
Maryland
$42.2K +$42.4K +835 New
MBFW
458
Morton Brown Family Wealth
Pennsylvania
$42K +$4.88K +96 +13%
PA
459
Parallel Advisors
California
$41.3K +$23.9K +470 +135%
FA
460
Faithward Advisors
Pennsylvania
$41K +$13.7K +270 +49%
RFA
461
Resurgent Financial Advisors
Georgia
$36.9K
CFB
462
Cullen/Frost Bankers
Texas
$35.8K
AWM
463
AllSquare Wealth Management
New York
$32.9K
JAM
464
JCIC Asset Management
Ontario, Canada
$31.4K
JMF
465
Johnson Midwest Financial
Iowa
$29.9K
CPA
466
Cardiff Park Advisors
California
$28.8K
JWA
467
JFS Wealth Advisors
Pennsylvania
$28K +$28.2K +554 New
HIIFS
468
Harel Insurance Investments & Financial Services
Israel
$27K -$166K -3,263 -86%
CB
469
Community Bank
New York
$25.1K
HCA
470
Heck Capital Advisors
Wisconsin
$23.3K +$203 +4 +0.9%
SWA
471
SOA Wealth Advisors
New York
$23.1K +$203 +4 +0.9%
CSC
472
Caldwell Sutter Capital
California
$22K +$22.1K +435 New
FFA
473
Farther Finance Advisors
California
$21.8K
MPWT
474
MassMutual Private Wealth & Trust
Connecticut
$19.2K
DJSG
475
D.J. St. Germain
Massachusetts
$19.2K +$19.3K +380 New

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.