iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
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.
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: 42 → 44 (+2)
5% more funds holding
Funds holding: 502 → 525 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$122M |
| 2 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$85.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$46.1M |
| 4 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$32.8M |
| 5 |
Morgan Stanley
New York
|
+$29.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
-$246M |
| 2 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
-$54M |
| 3 |
Jane Street
New York
|
-$43.6M |
| 4 |
OWSCM
One William Street Capital Management
New York
|
-$30.6M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$23.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
551
Bessemer Group
Woodbridge,
New Jersey
| – | -$129K | -2,519 | Closed |
|
|
BFPW
552
BOK Financial Private Wealth
Denver,
Colorado
| – | -$72.4K | -1,411 | Closed |
|
|
JFA
553
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$31.4K | -612 | Closed |
|
|
FCA
554
Fortis Capital Advisors
Prairie Village,
Kansas
| – | -$24.6K | -479 | Closed |
|
|
CA
555
Centerpoint Advisors
Needham,
Massachusetts
| – | -$23K | -439 | Closed |
|
|
SC
556
Stephens Consulting
Flint,
Michigan
| – | -$10.7K | -208 | Closed |
|
|
TRCT
557
Tower Research Capital (TRC)
New York
| – | -$5K | -100 | Closed |
|
|
FMB
558
Field & Main Bank
Henderson,
Kentucky
| – | -$2.77K | -54 | Closed |
|
|
GA
559
GoalVest Advisory
New York
| – | -$51 | -1 | 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.