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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
VCM
476
Vigilant Capital Management
Maine
$19K +$5.95K +117 +47%
First Manhattan
477
First Manhattan
New York
$19K
HR
478
Howe & Rusling
New York
$18.4K +$18.4K +363 New
CFFP
479
Center for Financial Planning
Michigan
$17.4K +$17.5K +344 New
CTA
480
Colonial Trust Advisors
South Carolina
$16.7K
GEA
481
Glen Eagle Advisors
New Jersey
$15.8K +$1.68K +33 +12%
National Bank of Canada
482
National Bank of Canada
Quebec, Canada
$15.2K
POIA
483
Pin Oak Investment Advisors
Texas
$15K +$14.7K +290 New
BWM
484
BerganKDV Wealth Management
Minnesota
$14.4K -$57K -1,122 -80%
TFP
485
Tilia Fiduciary Partners
North Carolina
$13.7K
AIM
486
Anchor Investment Management
South Carolina
$12.6K
HB
487
Horizon Bancorp
Indiana
$12K +$12.5K +246 New
EWA
488
EverSource Wealth Advisors
Alabama
$11.7K +$6.2K +122 +112%
SWM
489
Sugarloaf Wealth Management
Georgia
$10.5K +$102 +2 +1%
LWANC
490
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.1K
BBHC
491
Brown Brothers Harriman & Co
New York
$9.91K
CAM
492
Costello Asset Management
Pennsylvania
$9.71K
WWP
493
WR Wealth Planners
Missouri
$9.51K +$3.51K +69 +58%
CWC
494
Carolinas Wealth Consulting
North Carolina
$9.39K +$102 +2 +1%
AIC
495
Archer Investment Corporation
Indiana
$8.8K
RF
496
Robinswood Financial
Washington
$8.55K +$8.59K +169 New
TAM
497
Tucker Asset Management
Colorado
$8.5K +$5.23K +103 +158%
IRC
498
Investors Research Corp
Georgia
$8.39K
CA
499
Crewe Advisors
Utah
$8.19K +$5.95K +117 +260%
AIA
500
Armor Investment Advisors
North Carolina
$8.09K

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.