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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
SXL
526
Summit X LLC
Missouri
-$365K -7,149 Closed
OMC
527
Old Mission Capital
Illinois
-$328K -6,623 Closed
TF
528
TimeScale Financial
Massachusetts
-$318K -6,585 Closed
WF
529
Welch & Forbes
Massachusetts
-$273K -5,520 Closed
SPC
530
Sigma Planning Corp
Michigan
-$258K -5,202 Closed
EWM
531
Evercore Wealth Management
New York
-$255K -5,150 Closed
WAP
532
Wealthcare Advisory Partners
Pennsylvania
-$242K -4,896 Closed
AUB
533
Atlantic Union Bankshares
Virginia
-$238K -4,817 Closed
FTS
534
Fifth Third Securities
Ohio
-$221K -4,466 Closed
WIM
535
WealthPlan Investment Management
Nebraska
-$226K -4,451 Closed
CAM
536
Chandler Asset Management
California
-$207K -4,286 Closed
JAG
537
Journey Advisory Group
Kentucky
-$210K -4,250 Closed
LWM
538
LJI Wealth Management
Indiana
-$206K -4,170 Closed
SFG
539
Sovereign Financial Group
Connecticut
-$203K -4,102 Closed
SIC
540
Salem Investment Counselors
North Carolina
-$167K -3,364 Closed
CAS
541
Coppell Advisory Solutions
Texas
-$145K -2,922 Closed
CASC
542
Coppell Advisory Solutions Corp
Texas
-$145K -2,922 Closed
CIBC Private Wealth Group
543
CIBC Private Wealth Group
Georgia
-$957K -2,750 Closed
Kayne Anderson Rudnick Investment Management
544
Kayne Anderson Rudnick Investment Management
California
-$106K -2,142 Closed
FMII
545
Farmers & Merchants Investments Inc
Nebraska
-$41.3K -835 Closed
MCC
546
Money Concepts Capital
Florida
-$38.4K -776 Closed
SC
547
SouthState Corp
Florida
-$34.4K -695 Closed
HR
548
Howe & Rusling
New York
-$25.2K -509 Closed
ZIG
549
Zullo Investment Group
Pennsylvania
-$23.2K -469 Closed
MSCM
550
McElhenny Sheffield Capital Management
Texas
-$21.3K -430 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.