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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
TPCW
126
TD Private Client Wealth
New York
$4.82M +$1.53M +30,720 +45%
SMI
127
Shelter Mutual Insurance
Missouri
$4.73M
Creative Planning
128
Creative Planning
Kansas
$4.7M +$3.93M +79,026 +448%
CA
129
CGN Advisors
Kansas
$4.66M +$430K +8,634 +10%
CS
130
Comerica Securities
Michigan
$4.62M +$8.76K +176 +0.2%
WA
131
Wealthstar Advisors
Texas
$4.53M -$148K -2,965 -3%
PIMG
132
Patriot Investment Management Group
Tennessee
$4.45M -$232K -4,653 -5%
RWM
133
Revisor Wealth Management
Ohio
$4.45M +$1.01M +20,287 +29%
RMDI
134
R.M. Davis Inc
Maine
$4.37M -$220K -4,417 -5%
Jones Financial Companies
135
Jones Financial Companies
Missouri
$4.37M +$1.24M +24,951 +39%
ZIM
136
Zacks Investment Management
Illinois
$4.25M +$1.23M +24,682 +39%
VHAM
137
Van Hulzen Asset Management
California
$4.19M -$26.6K -535 -0.6%
Cambridge Investment Research Advisors
138
Cambridge Investment Research Advisors
Iowa
$4.16M -$466K -9,359 -10%
HCP
139
Holt Capital Partners
Texas
$4.08M +$28.6K +575 +0.7%
CAN
140
Cetera Advisor Networks
California
$4.07M -$1.69M -33,963 -29%
AWM
141
Ameliora Wealth Management
Switzerland
$4.06M +$1.53M +30,706 +58%
GIM
142
Goelzer Investment Management
Indiana
$4.04M +$21K +422 +0.5%
HWAM
143
Hennion & Walsh Asset Management
New Jersey
$4.01M -$466K -9,368 -10%
JE
144
JMAC Enterprises
Pennsylvania
$4.01M +$452K +9,087 +12%
CA
145
Cetera Advisors
Colorado
$3.99M +$85.8K +1,724 +2%
SWA
146
Stratos Wealth Advisors
Ohio
$3.95M +$739K +14,842 +22%
MPM
147
Meritage Portfolio Management
Kansas
$3.85M +$37.9K +762 +1%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$3.85M +$3.17M +63,632 +411%
JCM
149
Janney Capital Management
Pennsylvania
$3.84M -$123K -2,467 -3%
CCA
150
Checchi Capital Advisers
California
$3.8M +$3.18M +63,782 +447%

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.