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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
BHWM
51
Bar Harbor Wealth Management
New Hampshire
$21.8M -$2.28M -44,874 -9%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$21M +$1.23M +24,240 +6%
BSB
53
Bangor Savings Bank
Maine
$20.3M -$285K -5,609 -1%
Osaic Holdings
54
Osaic Holdings
Arizona
$20.2M -$1.57M -30,887 -7%
PMG
55
ProVise Management Group
Florida
$18.6M +$642K +12,624 +4%
Deutsche Bank
56
Deutsche Bank
Germany
$18.6M +$3.35M +65,934 +22%
Mariner
57
Mariner
Kansas
$18.4M +$1.66M +32,610 +10%
AFG
58
Albion Financial Group
Utah
$18.1M -$885K -17,422 -5%
Mitsubishi UFJ Trust & Banking
59
Mitsubishi UFJ Trust & Banking
Japan
$17.1M
Legacy Financial Group (Iowa)
60
Legacy Financial Group (Iowa)
Iowa
$16M -$2.54M -49,989 -14%
BP
61
BCK Partners
New York
$16M +$1.73M +34,049 +12%
EPP
62
ETF Portfolio Partners
Kansas
$15.8M +$15.8M +311,605 New
NC
63
NewSquare Capital
Pennsylvania
$14.8M -$123K -2,425 -0.8%
BCM
64
Brookstone Capital Management
Illinois
$14.5M -$1.31M -25,784 -8%
ACA
65
Anchor Capital Advisors
Massachusetts
$14M -$470K -9,243 -3%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$13.9M -$478K -9,407 -3%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$13.2M +$321K +6,307 +2%
AWM
68
AE Wealth Management
Kansas
$12.6M +$2.28M +44,850 +22%
FPGK
69
Financial Partners Group (Kansas)
Kansas
$12.5M +$1.27M +24,904 +11%
FCM
70
Fortis Capital Management
Washington
$12.3M +$12.4M +243,830 New
GGS
71
Galvin Gaustad & Stein
Arizona
$12M +$1.74M +34,142 +17%
SPIA
72
Steward Partners Investment Advisory
New York
$11.9M +$156K +3,071 +1%
LWA
73
Lineweaver Wealth Advisors
Ohio
$11.4M +$9.85M +193,760 +594%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$11.3M +$6.27M +123,454 +124%
HW
75
Hancock Whitney
Mississippi
$10.6M +$7.74M +152,300 +270%

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.