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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
KFAA
26
Klaas Financial Asset Advisors
Illinois
$68.1M +$1.34M +26,497 +2%
RJA
27
Raymond James & Associates
Florida
$66.5M +$8.63M +170,320 +15%
LPL Financial
28
LPL Financial
California
$65.3M -$15.3M -301,252 -19%
KeyBank National Association
29
KeyBank National Association
Ohio
$61.7M +$134K +2,654 +0.2%
CW
30
Connectus Wealth
Ohio
$54.6M +$14.2M +280,524 +36%
GG
31
Greenwood Gearhart
Arkansas
$53.6M +$14M +276,320 +36%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50.9M +$1.02M +20,141 +2%
AIM
33
Acropolis Investment Management
Missouri
$50.3M +$10.6M +209,313 +27%
Stifel Financial
34
Stifel Financial
Missouri
$46.1M +$1.33M +26,331 +3%
PI
35
PFS Investments
Georgia
$45.9M +$5.83M +115,174 +15%
BCP
36
Blue Chip Partners
Michigan
$44.5M +$10.8M +212,700 +32%
PWAG
37
Polaris Wealth Advisory Group
California
$44.2M +$7.64M +150,734 +21%
AIA
38
Ally Invest Advisors
North Carolina
$43.7M -$318K -6,281 -0.7%
Jane Street
39
Jane Street
New York
$43.6M +$43M +849,473 New
HTC
40
Haverford Trust Company
Pennsylvania
$42M +$1.19M +23,577 +3%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$41.9M -$23.1M -456,229 -36%
Truist Financial
42
Truist Financial
North Carolina
$41.1M +$3.09M +61,095 +8%
AIMU
43
Allianz Investment Management US
Minnesota
$39.9M
AFIMH
44
American Family Insurance Mutual Holding
Wisconsin
$38.5M
ST
45
Sabal Trust
Florida
$34.3M -$894K -17,639 -3%
OWSCM
46
One William Street Capital Management
New York
$30.6M +$27.6M +544,337 +1,024%
TFA
47
TPG Financial Advisors
Oregon
$26.7M +$1.64M +32,433 +7%
BHWM
48
Bar Harbor Wealth Management
New Hampshire
$24.4M -$6.46M -127,542 -21%
JP Morgan Chase
49
JP Morgan Chase
New York
$23.5M +$1.9M +37,592 +9%
PG
50
Proffitt & Goodson
Tennessee
$23.2M -$588K -11,607 -3%

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.