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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
BWL
526
Bogart Wealth LLC
Virginia
$809 -$70.7K -1,391 -99%
CWA
527
Carolina Wealth Advisors
South Carolina
$556
KFI
528
Key Financial Inc
Pennsylvania
$420
AWM
529
Atticus Wealth Management
Florida
$1
CMA
530
Cedar Mountain Advisors
Oregon
$1
Jane Street
531
Jane Street
New York
-$43.6M -849,473 Closed
OWSCM
532
One William Street Capital Management
New York
-$30.6M -597,517 Closed
JFG
533
Jefferies Financial Group
New York
-$12.8M -250,000 Closed
PC
534
Pecaut & Co
Iowa
-$4.21M -82,049 Closed
Russell Investments Group
535
Russell Investments Group
United Kingdom
-$3.34M -65,114 Closed
Renaissance Technologies
536
Renaissance Technologies
New York
-$687K -13,400 Closed
Qube Research & Technologies (QRT)
537
Qube Research & Technologies (QRT)
United Kingdom
-$601K -11,728 Closed
SIA
538
Strategic Investment Advisors
Michigan
-$569K -11,093 Closed
EWA
539
ERTS Wealth Advisors
Michigan
-$357K -6,957 Closed
VWA
540
V Wealth Advisors
Kansas
-$356K -6,940 Closed
AWM
541
Apollon Wealth Management
South Carolina
-$305K -5,946 Closed
IIA
542
IPG Investment Advisors
California
-$271K -5,285 Closed
JLBC
543
J.L. Bainbridge & Co
Florida
-$251K -4,887 Closed
EW
544
Enzi Wealth
Texas
-$235K -4,602 Closed
BAM
545
Belpointe Asset Management
Nevada
-$229K -4,457 Closed
AAS
546
Ameritas Advisory Services
Nebraska
-$226K -4,402 Closed
WA
547
Waverly Advisors
Alabama
-$223K -4,340 Closed
SW
548
SVB Wealth
Massachusetts
-$213K -4,161 Closed
AWA
549
Arkadios Wealth Advisors
Georgia
-$211K -4,117 Closed
CCM
550
Crew Capital Management
Ohio
-$204K -3,975 Closed

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.