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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
AFG
51
Arkansas Financial Group
Arkansas
$22.7M -$833K -16,439 -4%
Osaic Holdings
52
Osaic Holdings
Arizona
$22M +$3.3M +65,186 +18%
BSB
53
Bangor Savings Bank
Maine
$20.9M -$13.5M -267,351 -40%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$20.1M +$1.94M +38,304 +11%
AFG
55
Albion Financial Group
Utah
$19.3M +$1.24M +24,551 +7%
Legacy Financial Group (Iowa)
56
Legacy Financial Group (Iowa)
Iowa
$18.8M -$1.5M -29,578 -7%
PMG
57
ProVise Management Group
Florida
$18.3M +$2.42M +47,678 +15%
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$17.3M
Mariner
59
Mariner
Kansas
$16.9M +$8.37M +165,326 +100%
BCM
60
Brookstone Capital Management
Illinois
$16.2M -$4.45M -87,937 -22%
Deutsche Bank
61
Deutsche Bank
Germany
$15.4M
NC
62
NewSquare Capital
Pennsylvania
$15.1M -$359K -7,086 -2%
SFP
63
Shepherd Financial Partners
Massachusetts
$14.7M +$1.1M +21,631 +8%
ACA
64
Anchor Capital Advisors
Massachusetts
$14.6M +$14.5M +285,455 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$14.5M +$1.03M +20,322 +8%
BP
66
BCK Partners
New York
$14.4M +$937K +18,501 +7%
1WM
67
1900 Wealth Management
Texas
$13.3M -$3.1M -61,177 -19%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$13M -$349K -6,884 -3%
JFG
69
Jefferies Financial Group
New York
$12.8M +$12.7M +250,000 New
SPIA
70
Steward Partners Investment Advisory
New York
$11.9M +$362K +7,147 +3%
FPGK
71
Financial Partners Group (Kansas)
Kansas
$11.5M +$392K +7,739 +4%
AWM
72
AE Wealth Management
Kansas
$10.5M +$3.41M +67,272 +49%
GGS
73
Galvin Gaustad & Stein
Arizona
$10.4M +$1.46M +28,878 +17%
ACM
74
Absolute Capital Management
Pennsylvania
$10.3M +$3.39M +66,842 New
SI
75
Stephens Inc
Arkansas
$10.1M +$1.77K +35 +0%

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.