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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
DWM
126
Dakota Wealth Management
Florida
$4.01M +$497K +9,813 +14%
HSBC Holdings
127
HSBC Holdings
United Kingdom
$3.94M +$3.9M +76,924 New
AWS
128
Atria Wealth Solutions
New York
$3.94M +$1.12M +22,149 +40%
JSL
129
JT Stratford LLC
Georgia
$3.94M +$221K +4,370 +6%
RWM
130
Revisor Wealth Management
Ohio
$3.93M +$3.88M +76,680 New
ACP
131
Aveo Capital Partners
Colorado
$3.84M +$3.8M +74,940 New
MA
132
Mutual Advisors
Nebraska
$3.81M +$665K +13,118 +21%
PBO
133
Peoples Bank (Ohio)
Ohio
$3.67M +$525K +10,357 +17%
ZIM
134
Zacks Investment Management
Illinois
$3.66M +$527K +10,411 +17%
WCWM
135
Wooster Corthell Wealth Management
Connecticut
$3.61M -$29.5K -583 -0.8%
SGI
136
Summit Global Investments
Utah
$3.61M -$1.01M -19,885 -22%
SAG
137
SageView Advisory Group
California
$3.55M +$1.04M +20,583 +42%
MSWMA
138
Market Street Wealth Management Advisors
Indiana
$3.46M -$27.4K -540 -0.8%
FWM
139
Forza Wealth Management
Florida
$3.45M
PPC
140
Park Place Capital
Alabama
$3.43M -$23.4K -461 -0.7%
FPFS
141
First Personal Financial Services
North Carolina
$3.38M +$28.6K +565 +0.9%
Russell Investments Group
142
Russell Investments Group
United Kingdom
$3.34M +$3.3M +65,114 New
NAM
143
Nationwide Asset Management
Ohio
$3.32M -$512K -10,100 -13%
MPM
144
Meritage Portfolio Management
Kansas
$3.3M +$119K +2,342 +4%
JE
145
JMAC Enterprises
Pennsylvania
$3.3M +$637K +12,577 +24%
ANTB
146
AMG National Trust Bank
Colorado
$3.26M -$892K -17,611 -22%
WT
147
Whittier Trust
California
$3.25M -$76.8K -1,517 -2%
CTA
148
Chesley Taft & Associates
Illinois
$3.24M +$71.2K +1,405 +2%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$3.21M +$265K +5,225 +9%
PAG
150
Private Advisor Group
New Jersey
$3.14M +$20.2K +399 +0.7%

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.