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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
JIR
101
James Investment Research
Ohio
$6.66M -$1.55M -31,206 -19%
PF
102
Phoenix Financial
Israel
$6.36M +$345K +6,935 +6%
CT
103
Caldwell Trust
Florida
$6.2M -$516K -10,362 -8%
BC
104
Bartlett & Co
Ohio
$6.17M -$632K -12,700 -9%
BCWM
105
Bartlett & Co Wealth Management
Ohio
$6.16M -$632K -12,700 -9%
AAS
106
Avantax Advisory Services
Texas
$6.15M +$887K +17,813 +16%
FIM
107
Freedom Investment Management
Connecticut
$6.1M +$268K +5,380 +4%
RC
108
Roundview Capital
New Jersey
$6.07M -$968K -19,447 -13%
KCM
109
KLK Capital Management
California
$6.03M -$190K -3,810 -3%
RFS
110
Retirement Financial Solutions
Tennessee
$6M -$465K -9,331 -7%
DWM
111
Dakota Wealth Management
Florida
$5.9M +$2.06M +41,334 +52%
BCG
112
Breakwater Capital Group
New Jersey
$5.57M +$4.57M +91,812 +378%
B
113
Bailard
California
$5.48M +$5.12M +102,845 +1,043%
PCIA
114
Prime Capital Investment Advisors
Kansas
$5.42M -$1.05M -21,125 -16%
HSBC Holdings
115
HSBC Holdings
United Kingdom
$5.34M +$1.95M +39,074 +55%
MA
116
Mutual Advisors
Nebraska
$5.25M +$1.43M +28,756 +36%
Citigroup
117
Citigroup
New York
$5.19M +$832K +16,711 +19%
DWM
118
Destination Wealth Management
California
$5.13M +$289K +5,805 +6%
AWS
119
Atria Wealth Solutions
New York
$4.99M +$1.54M +30,983 +43%
UB
120
UMB Bank
Missouri
$4.98M -$18.3K -368 -0.4%
FA
121
FDx Advisors
Illinois
$4.92M -$252K -5,055 -5%
BCM
122
Becker Capital Management
Oregon
$4.87M +$84.2K +1,692 +2%
JFG
123
Jefferies Financial Group
New York
$4.87M +$4.98M +100,000 New
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$4.84M +$328K +6,580 +7%
MWAM
125
Manhattan West Asset Management
California
$4.84M -$154K -3,093 -3%

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.