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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
Citigroup
126
Citigroup
New York
$4.55M -$2.29M -44,991 -33%
CA
127
CGN Advisors
Kansas
$4.41M +$271K +5,332 +7%
VHAM
128
Van Hulzen Asset Management
California
$4.38M -$115K -2,271 -3%
HCP
129
Holt Capital Partners
Texas
$4.21M -$9.4K -185 -0.2%
GIM
130
Goelzer Investment Management
Indiana
$4.18M -$17.2K -338 -0.4%
JCM
131
Janney Capital Management
Pennsylvania
$4.12M -$66.5K -1,308 -2%
CA
132
Cetera Advisors
Colorado
$4.06M +$1.56M +30,638 +62%
DWM
133
Dakota Wealth Management
Florida
$4.04M +$84.9K +1,671 +2%
PBO
134
Peoples Bank (Ohio)
Ohio
$4.04M +$422K +8,311 +12%
MA
135
Mutual Advisors
Nebraska
$4.01M +$246K +4,841 +7%
MPM
136
Meritage Portfolio Management
Kansas
$3.97M +$714K +14,048 +22%
ACP
137
Aveo Capital Partners
Colorado
$3.87M +$76.5K +1,505 +2%
JSL
138
JT Stratford LLC
Georgia
$3.85M -$39.5K -777 -1%
JE
139
JMAC Enterprises
Pennsylvania
$3.7M +$449K +8,828 +14%
AWE
140
Avidian Wealth Enterprises
Texas
$3.65M +$2.39M +47,087 +187%
AWS
141
Atria Wealth Solutions
New York
$3.62M -$274K -5,389 -7%
RWM
142
Revisor Wealth Management
Ohio
$3.59M -$284K -5,591 -7%
KTC
143
Kistler-Tiffany Companies
Pennsylvania
$3.58M +$3.19M +62,807 +781%
HSBC Holdings
144
HSBC Holdings
United Kingdom
$3.58M -$315K -6,204 -8%
SAG
145
SageView Advisory Group
California
$3.56M +$54K +1,062 +2%
WCWM
146
Wooster Corthell Wealth Management
Connecticut
$3.5M -$57.3K -1,127 -2%
NAM
147
Nationwide Asset Management
Ohio
$3.46M +$185K +3,640 +6%
TPCW
148
TD Private Client Wealth
New York
$3.46M +$1.07M +20,996 +44%
FAIM
149
Financial Advocates Investment Management
Washington
$3.39M +$1.34M +26,367 +65%
FWM
150
Forza Wealth Management
Florida
$3.35M -$46.8K -920 -1%

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.