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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
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$5.29M -$86.4K -1,705 -2%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$5.19M -$1.38M -27,237 -21%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$5.1M +$3.15M +62,103 +166%
PF
104
Phoenix Financial
Israel
$5.07M +$2M +39,413 +66%
FLA
105
Financial Life Advisors
Texas
$5.05M -$1.24M -24,569 -20%
DWM
106
Destination Wealth Management
California
$5.03M +$953K +18,813 +24%
WA
107
Wealthstar Advisors
Texas
$4.99M +$30.1K +594 +0.6%
BCM
108
Becker Capital Management
Oregon
$4.89M +$4.83M +95,331 New
CS
109
Comerica Securities
Michigan
$4.84M +$36K +710 +0.8%
PIMG
110
Patriot Investment Management Group
Tennessee
$4.76M -$442K -8,734 -9%
RMDI
111
R.M. Davis Inc
Maine
$4.71M -$510K -10,062 -10%
WAS
112
WESPAC Advisors SoCal
California
$4.7M +$2.54M +50,215 +121%
UB
113
UMB Bank
Missouri
$4.67M -$283K -5,580 -6%
AC
114
Asio Capital
Kentucky
$4.61M -$8.52M -168,225 -65%
VHAM
115
Van Hulzen Asset Management
California
$4.56M -$334K -6,592 -7%
IFA
116
Interactive Financial Advisors
Illinois
$4.5M +$83.1K +1,640 +2%
FIM
117
Freedom Investment Management
Connecticut
$4.38M +$1.6M +31,641 +59%
HWAM
118
Hennion & Walsh Asset Management
New Jersey
$4.34M -$75.9K -1,498 -2%
AAS
119
Avantax Advisory Services
Texas
$4.32M +$1.82M +36,006 +75%
HCP
120
Holt Capital Partners
Texas
$4.28M -$252K -4,984 -6%
GIM
121
Goelzer Investment Management
Indiana
$4.25M +$1.31M +25,771 +45%
JCM
122
Janney Capital Management
Pennsylvania
$4.25M -$154K -3,038 -4%
PC
123
Pecaut & Co
Iowa
$4.21M -$149K -2,940 -3%
R
124
Rebalance
California
$4.2M +$100K +1,982 +2%
CA
125
CGN Advisors
Kansas
$4.2M -$27.1K -535 -0.6%

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.