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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
BHWM
51
Bar Harbor Wealth Management
New Hampshire
$19.3M -$1.71M -34,379 -8%
FTUS
52
Flow Traders U.S.
New York
$19.2M +$19.6M +394,626 New
PMG
53
ProVise Management Group
Florida
$18.5M +$622K +12,498 +3%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$18.2M +$7.57M +152,019 +68%
EPP
55
ETF Portfolio Partners
Kansas
$16.5M +$1.35M +27,030 +9%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$16.4M
BP
57
BCK Partners
New York
$15.8M +$453K +9,108 +3%
Legacy Financial Group (Iowa)
58
Legacy Financial Group (Iowa)
Iowa
$15.5M +$133K +2,675 +0.8%
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$15.4M +$15.9M +319,000 +106,333%
Deutsche Bank
60
Deutsche Bank
Germany
$15.2M -$2.76M -55,388 -15%
CW
61
Connectus Wealth
Ohio
$14.8M -$34.3M -688,811 -69%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$14.7M +$701K +14,088 +5%
NC
63
NewSquare Capital
Pennsylvania
$14.1M -$106K -2,135 -0.7%
Mariner
64
Mariner
Kansas
$13.8M -$3.9M -78,323 -22%
SI
65
Stephens Inc
Arkansas
$13.7M +$4.95M +99,372 +55%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$13.2M +$438K +8,803 +3%
LG
67
Leuthold Group
Minnesota
$12.9M +$13.2M +265,067 New
OMC
68
Old Mission Capital
Illinois
$12.9M +$12M +241,510 +1,061%
ACA
69
Anchor Capital Advisors
Massachusetts
$12.8M -$643K -12,914 -5%
FPGK
70
Financial Partners Group (Kansas)
Kansas
$12.4M +$329K +6,617 +3%
GGS
71
Galvin Gaustad & Stein
Arizona
$12.1M +$576K +11,565 +5%
HW
72
Hancock Whitney
Mississippi
$11.6M +$1.51M +30,251 +14%
BCM
73
Brookstone Capital Management
Illinois
$11.4M -$2.47M -49,548 -17%
SPIA
74
Steward Partners Investment Advisory
New York
$11.2M -$255K -5,117 -2%
SWP
75
Summit Wealth Partners
Florida
$10.4M +$422K +8,466 +4%

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.