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iShares 5-10 Year Investment Grade Corporate Bond ETF

518 hedge funds and large institutions have $8.82B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 195 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,333% more call options, than puts

Call options by funds: $1.53M | Put options by funds: $63K

10% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 178

7% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 54

1% less ownership

Funds ownership: 81.16%80.16% (-1%)

1% less funds holding

Funds holding: 525518 (-7)

6% less capital invested

Capital invested by funds: $9.41B → $8.82B (-$586M)

7% less funds holding in top 10

Funds holding in top 10: 4441 (-3)

Holders
518
Holders Change
-7
Holders Change %
-1.33%
% of All Funds
8.22%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.65%
New
58
Increased
195
Reduced
178
Closed
54
Calls
$1.53M
Puts
$63K
Net Calls
+$1.47M
Net Calls Change
+$523K
Name Holding Trade Value Shares
Change
Change in
Stake
BA
551
Bellwether Advisors
Nebraska
-$241K -4,767 Closed
LFAS
552
Level Four Advisory Services
Texas
-$238K -4,710 Closed
JWCA
553
J.W. Cole Advisors
Florida
-$238K -4,706 Closed
VFPW
554
Vantage Financial Partners (Wisconsin)
Wisconsin
-$236K -4,666 Closed
CWM
555
Centurion Wealth Management
Virginia
-$230K -4,556 Closed
CW
556
CreativeOne Wealth
Kansas
-$220K -4,353 Closed
CIC
557
Chilton Investment Company
Connecticut
-$216K -4,277 Closed
RF
558
RHS Financial
California
-$215K -4,244 Closed
CCA
559
Clearwater Capital Advisors
Illinois
-$208K -4,116 Closed
MPW
560
MGO Private Wealth
California
-$207K -4,102 Closed
KA
561
Kovack Advisors
Florida
-$206K -4,069 Closed
FCH
562
Freestone Capital Holdings
Washington
-$202K -4,000 Closed
RFC
563
Regions Financial Corp
Alabama
-$201K -3,975 Closed
RI
564
Ridgewood Investments
New Jersey
-$171K -3,390 Closed
FA
565
Fiduciary Alliance
South Carolina
-$120K -2,367 Closed
HS
566
Horan Securities
United States
-$111K -2,198 Closed
CFO
567
CVA Family Office
Colorado
-$60.5K -1,196 Closed
JWA
568
JFS Wealth Advisors
Pennsylvania
-$28K -554 Closed
DJSG
569
D.J. St. Germain
Massachusetts
-$19.2K -380 Closed
CFFP
570
Center for Financial Planning
Michigan
-$17.4K -344 Closed
CWC
571
Carolinas Wealth Consulting
North Carolina
-$9.39K -186 Closed
HT
572
Headlands Technologies
Illinois
-$7.69K -152 Closed
MTIC
573
Missouri Trust & Investment Company
Missouri
-$6.02K -119 Closed
CWA
574
Clearview Wealth Advisors
Oregon
-$5.58K -110 Closed
CTC
575
Central Trust Company
Missouri
-$1.57K -31 Closed

IGIB Hedge Fund Activity: Q3 2023 in Review

518 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2023, worth a combined $8.82B — down 6.2% from $9.41B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IGIB positions and 54 closed out — a net gain of 4 holders — while 195 added to existing stakes and 178 trimmed.

The largest buyer was Charles Schwab, adding an estimated $157M. The largest seller was Meiji Yasuda Life Insurance, exiting entirely with an estimated $393M sold.

  • 518 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2023, down from 525 in Q2 2023.
  • Funds reported $8.82B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2023, down 6.2% quarter-over-quarter.
  • 58 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2023 and 54 closed out, a net change of +4 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2023 was Charles Schwab, an estimated $157M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2023 was Meiji Yasuda Life Insurance, an estimated $393M sold.

Based on aggregated 13F filings for Q3 2023.