We are live on ! Find out more
IGIB icon

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
SWP
76
Summit Wealth Partners
Florida
$10.4M +$1.27M +24,990 +14%
DIP
77
DT Investment Partners
Pennsylvania
$10.3M +$441K +8,687 +4%
SFP
78
Shepherd Financial Partners
Massachusetts
$9.63M -$4.85M -95,403 -33%
LSIA
79
LaSalle St. Investment Advisors
Illinois
$9.43M -$346K -6,799 -4%
1WM
80
1900 Wealth Management
Texas
$9.41M -$3.96M -77,950 -30%
SI
81
Stephens Inc
Arkansas
$9.2M -$797K -15,682 -8%
PI
82
Parkside Investments
Illinois
$9.12M -$715K -14,065 -7%
DADC
83
D.A. Davidson & Co
Montana
$9.07M -$67.8K -1,334 -0.7%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$8.75M +$455K +8,962 +5%
JIR
85
James Investment Research
Ohio
$8.5M -$218K -4,282 -2%
IDBONY
86
Israel Discount Bank of New York
New York
$8.44M -$317K -6,242 -4%
CIP
87
Capital Insight Partners
Arizona
$8.18M +$761K +14,966 +10%
HHRDM
88
H&H Retirement Design & Management
Nevada
$7.98M -$476K -9,359 -6%
TF
89
Theory Financial
Colorado
$7.95M -$64.5K -1,270 -0.8%
PJSIMP
90
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.34M +$965K +18,985 +15%
RC
91
Roundview Capital
New Jersey
$7.3M +$1.81M +35,596 +33%
R
92
Rebalance
California
$7.06M +$2.93M +57,698 +70%
BCWM
93
Bartlett & Co Wealth Management
Ohio
$7.05M -$431K -8,472 -6%
BC
94
Bartlett & Co
Ohio
$7.05M -$431K -8,472 -6%
DC
95
Davenport & Co
Virginia
$7.04M -$50.7K -997 -0.7%
MML Investors Services
96
MML Investors Services
Massachusetts
$7.03M +$973K +19,147 +16%
CT
97
Caldwell Trust
Florida
$6.96M -$421K -8,292 -6%
RFS
98
Retirement Financial Solutions
Tennessee
$6.71M +$547K +10,758 +9%
PCIA
99
Prime Capital Investment Advisors
Kansas
$6.7M +$5.3M +104,225 +368%
CPSC
100
Carl P. Sherr & Co
Massachusetts
$6.65M +$6.68M +131,483 New

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.