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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
FGAM
501
Financial Gravity Asset Management
Texas
$1.43K +$51 +1 +2%
AC
502
AlphaCore Capital
California
$1.26K +$1.27K +25 New
ADL
503
Asset Dedication LLC
California
$1K
CWA
504
Carolina Wealth Advisors
South Carolina
$564 -$15.7K -309 -97%
KFI
505
Key Financial Inc
Pennsylvania
$426
GA
506
GoalVest Advisory
New York
$51
AWM
507
Atticus Wealth Management
Florida
$1
CMA
508
Cedar Mountain Advisors
Oregon
$1
Susquehanna International Group
509
Susquehanna International Group
Pennsylvania
-$51.2M -1,011,646 Closed
CFC
510
Client First Capital
California
-$5.52M -111,534 Closed
NI
511
NYL Investors
New York
-$5.21M -105,289 Closed
ACA
512
Ackerman Capital Advisors
Texas
-$4.82M -97,448 Closed
FM
513
Family Management
New York
-$3.62M -73,034 Closed
DPI
514
Diversified Portfolios Inc
Michigan
-$2.04M -41,250 Closed
AWM
515
Activest Wealth Management
Florida
-$1.76M -34,005 Closed
TL
516
Tradewinds LLC
North Carolina
-$2.79M -28,778 Closed
KWA
517
KCS Wealth Advisory
California
-$1.19M -24,092 Closed
SFS
518
Sowell Financial Services
Arkansas
-$1.09M -22,122 Closed
MPW
519
MGO Private Wealth
California
-$730K -14,739 Closed
TC
520
TAP Consulting
Missouri
-$510K -10,310 Closed
Calamos Advisors
521
Calamos Advisors
Illinois
-$482K -9,733 Closed
GAM
522
Gould Asset Management
California
-$469K -9,475 Closed
IAA
523
Independent Advisor Alliance
North Carolina
-$445K -8,996 Closed
CC
524
Courier Capital
New York
-$363K -7,324 Closed
PA
525
Parkside Advisors
California
-$357K -7,213 Closed

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.