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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
LWA
76
Lineweaver Wealth Advisors
Ohio
$10.3M -$696K -13,982 -6%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$10.2M +$10.5M +210,416 New
DIP
78
DT Investment Partners
Pennsylvania
$10.2M +$250K +5,014 +2%
SFP
79
Shepherd Financial Partners
Massachusetts
$9.43M +$170K +3,409 +2%
CPSC
80
Carl P. Sherr & Co
Massachusetts
$9.37M +$3.04M +61,026 +46%
AC
81
Asio Capital
Kentucky
$8.87M +$4.45M +89,434 +96%
LSIA
82
LaSalle St. Investment Advisors
Illinois
$8.82M -$255K -5,112 -3%
DADC
83
D.A. Davidson & Co
Montana
$8.71M -$15.7K -316 -0.2%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$8.41M -$14.9K -300 -0.2%
IDBONY
85
Israel Discount Bank of New York
New York
$8.34M +$220K +4,413 +3%
AWM
86
AE Wealth Management
Kansas
$8.3M -$3.89M -78,179 -31%
MML Investors Services
87
MML Investors Services
Massachusetts
$8.07M +$1.33M +26,806 +19%
CIP
88
Capital Insight Partners
Arizona
$7.99M +$120K +2,410 +1%
PJSIMP
89
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.71M +$880K +17,679 +12%
HHRDM
90
H&H Retirement Design & Management
Nevada
$7.68M +$81.9K +1,644 +1%
TF
91
Theory Financial
Colorado
$7.48M -$170K -3,422 -2%
GL
92
Graypoint LLC
New York
$7.33M +$5.86M +117,622 +355%
Jane Street
93
Jane Street
New York
$7.32M +$7.49M +150,500 New
R
94
Rebalance
California
$7.12M +$334K +6,708 +5%
1WM
95
1900 Wealth Management
Texas
$7.07M -$2.03M -40,782 -22%
KAS
96
Kestra Advisory Services
Texas
$6.97M +$1.63M +32,649 +30%
First Trust Advisors
97
First Trust Advisors
Illinois
$6.9M +$1.25M +25,137 +22%
Comerica Bank
98
Comerica Bank
Texas
$6.86M +$7.02M +141,074 New
WAS
99
WESPAC Advisors SoCal
California
$6.83M +$1.6M +32,165 +30%
DC
100
Davenport & Co
Virginia
$6.73M -$40.7K -818 -0.6%

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.