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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
SGI
101
Summit Global Investments
Utah
$6.62M +$3.07M +60,443 +86%
KCM
102
KLK Capital Management
California
$6.46M -$325K -6,396 -5%
PF
103
Phoenix Financial
Israel
$6.26M +$1.26M +24,838 +25%
MAWAG
104
Mid-American Wealth Advisory Group
Missouri
$6.16M +$6.21M +122,151 New
FIM
105
Freedom Investment Management
Connecticut
$6.07M +$1.75M +34,497 +40%
CAN
106
Cetera Advisor Networks
California
$5.95M -$230K -4,521 -4%
First Trust Advisors
107
First Trust Advisors
Illinois
$5.91M +$19.9K +392 +0.3%
KAS
108
Kestra Advisory Services
Texas
$5.59M -$1.45M -28,462 -20%
AAS
109
Avantax Advisory Services
Texas
$5.49M +$1.24M +24,467 +29%
WAS
110
WESPAC Advisors SoCal
California
$5.47M +$843K +16,595 +18%
FA
111
FDx Advisors
Illinois
$5.37M -$455K -8,956 -8%
MWAM
112
Manhattan West Asset Management
California
$5.28M -$292K -5,754 -5%
UB
113
UMB Bank
Missouri
$5.19M +$591K +11,635 +13%
DWM
114
Destination Wealth Management
California
$5.03M +$74.6K +1,467 +1%
BCM
115
Becker Capital Management
Oregon
$4.98M +$157K +3,080 +3%
SMI
116
Shelter Mutual Insurance
Missouri
$4.91M +$4.94M +97,200 New
PIMG
117
Patriot Investment Management Group
Tennessee
$4.86M +$163K +3,201 +3%
WA
118
Wealthstar Advisors
Texas
$4.85M -$63.3K -1,245 -1%
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$4.8M -$323K -6,352 -6%
CS
120
Comerica Securities
Michigan
$4.79M +$15K +295 +0.3%
RMDI
121
R.M. Davis Inc
Maine
$4.77M +$119K +2,350 +3%
PIWA
122
Prevail Innovative Wealth Advisors
Kansas
$4.76M +$4.78M +94,133 New
AC
123
Asio Capital
Kentucky
$4.7M +$151K +2,978 +3%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$4.7M -$517K -10,173 -10%
HWAM
125
Hennion & Walsh Asset Management
New Jersey
$4.64M +$358K +7,051 +8%

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.