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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
IRC
476
Investors Research Corp
Georgia
$8.51K
Commonwealth Equity Services
477
Commonwealth Equity Services
Massachusetts
$8.42K -$6.18K -122 -0.1%
AIA
478
Armor Investment Advisors
North Carolina
$8.21K
SIS
479
Sound Income Strategies
Florida
$8.1K
GWSG
480
GPS Wealth Strategies Group
Colorado
$7.43K +$7.34K +145 New
VCM
481
Viewpoint Capital Management
Washington
$7.28K
MHR
482
Matthew Hamilton Rosenberg
$7.03K
MLA
483
MB, Levis & Associates
Pennsylvania
$6.77K
WWP
484
WR Wealth Planners
Missouri
$6.1K +$6.03K +119 New
GM
485
GeoWealth Management
Illinois
$6K -$1.12M -22,206 -100%
RG
486
Retirement Group
California
$6K
CWA
487
Clearview Wealth Advisors
Oregon
$5.6K +$51 +1 +0.9%
EWA
488
EverSource Wealth Advisors
Alabama
$5.57K +$5.52K +109 New
TRCT
489
Tower Research Capital (TRC)
New York
$5K +$3.29K +65 +186%
CA
490
Clearstead Advisors
Ohio
$4.62K
CT
491
Cambridge Trust
Massachusetts
$3.9K
DAM
492
Delta Asset Management
Tennessee
$3.85K
BCMLT
493
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.85K +$3.8K +75 New
CIAS
494
Capital Investment Advisory Services
North Carolina
$3.69K +$3.65K +72 New
TAM
495
Tucker Asset Management
Colorado
$3.33K -$5.17K -102 -61%
ASBI
496
American State Bank (Iowa)
Iowa
$2.87K
FMB
497
Field & Main Bank
Kentucky
$2.77K
PO
498
Private Ocean
California
$2.51K
CA
499
Crewe Advisors
Utah
$2.31K
CFD
500
Creative Financial Designs
Indiana
$2.06K

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.