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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
Franklin Resources
26
Franklin Resources
California
$78.4M -$4.91M -96,642 -6%
RJA
27
Raymond James & Associates
Florida
$68.8M +$3.25M +63,896 +5%
LPL Financial
28
LPL Financial
California
$68.6M +$4.3M +84,703 +7%
KFAA
29
Klaas Financial Asset Advisors
Illinois
$67.3M +$233K +4,592 +0.3%
KeyBank National Association
30
KeyBank National Association
Ohio
$59.2M -$1.66M -32,743 -3%
GG
31
Greenwood Gearhart
Arkansas
$55.7M +$2.87M +56,546 +5%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55.7M +$5.58M +109,759 +11%
AIM
33
Acropolis Investment Management
Missouri
$52.6M +$3.08M +60,612 +6%
Stifel Financial
34
Stifel Financial
Missouri
$52.1M +$6.66M +131,000 +15%
PI
35
PFS Investments
Georgia
$50.5M +$5.58M +109,827 +12%
CW
36
Connectus Wealth
Ohio
$50.2M -$3.69M -72,537 -7%
BCP
37
Blue Chip Partners
Michigan
$47.4M +$3.57M +70,267 +8%
HTC
38
Haverford Trust Company
Pennsylvania
$46.2M +$4.72M +92,862 +11%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$43.3M +$1.96M +38,620 +5%
AIA
40
Ally Invest Advisors
North Carolina
$42.8M -$273K -5,372 -0.6%
JP Morgan Chase
41
JP Morgan Chase
New York
$41.4M +$18.3M +359,872 +79%
Truist Financial
42
Truist Financial
North Carolina
$40M -$515K -10,137 -1%
AIMU
43
Allianz Investment Management US
Minnesota
$39.4M
AFIMH
44
American Family Insurance Mutual Holding
Wisconsin
$38M
ST
45
Sabal Trust
Florida
$34.7M +$867K +17,065 +3%
PWAG
46
Polaris Wealth Advisory Group
California
$33.5M -$10.1M -199,555 -23%
SA
47
Scarborough Advisors
Maryland
$26.7M +$26.8M +527,733 New
TFA
48
TPG Financial Advisors
Oregon
$25.2M -$1.11M -21,788 -4%
PG
49
Proffitt & Goodson
Tennessee
$24.3M +$1.41M +27,722 +6%
AFG
50
Arkansas Financial Group
Arkansas
$22.1M -$235K -4,615 -1%

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.