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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
SIS
501
Sound Income Strategies
Florida
$7.99K
HT
502
Headlands Technologies
Illinois
$7.69K -$11.7K -230 -60%
GWSG
503
GPS Wealth Strategies Group
Colorado
$7.35K
VCM
504
Viewpoint Capital Management
Washington
$7.18K
GWMIA
505
Global Wealth Management Investment Advisory
Florida
$7.08K +$7.12K +140 New
MLA
506
MB, Levis & Associates
Pennsylvania
$6.67K
MTIC
507
Missouri Trust & Investment Company
Missouri
$6.02K +$6.05K +119 New
RG
508
Retirement Group
California
$5.92K
CWA
509
Clearview Wealth Advisors
Oregon
$5.58K +$51 +1 +0.9%
BCMLT
510
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.51K +$1.73K +34 +45%
CAM
511
Chesapeake Asset Management
New York
$5.16K -$7.17K -141 -58%
GM
512
GeoWealth Management
Illinois
$5K
CPG
513
Cornerstone Planning Group
New Jersey
$4.96K +$4.98K +98 New
CA
514
Clearstead Advisors
Ohio
$4.55K
CIAS
515
Capital Investment Advisory Services
North Carolina
$3.64K
CT
516
Cambridge Trust
Massachusetts
$3.44K -$407 -8 -11%
MHR
517
Matthew Hamilton Rosenberg
$2.88K -$4.07K -80 -58%
ASBI
518
American State Bank (Iowa)
Iowa
$2.83K
DAM
519
Delta Asset Management
Tennessee
$2.53K -$1.27K -25 -33%
PO
520
Private Ocean
California
$2.48K
CFD
521
Creative Financial Designs
Indiana
$2.05K +$51 +1 +3%
CTC
522
Central Trust Company
Missouri
$1.57K +$1.57K +31 New
AC
523
AlphaCore Capital
California
$1.3K +$51 +1 +4%
HWA
524
HHM Wealth Advisors
Tennessee
$1.01K +$1.02K +20 New
ADL
525
Asset Dedication LLC
California
$1K

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.