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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
PFM
151
Phillips Financial Management
Indiana
$3.07M -$26.3K -520 -0.9%
BCM
152
Beaumont Capital Management
Massachusetts
$3.02M +$2.99M +58,943 New
OAM
153
Oppenheimer Asset Management
New York
$3M -$99K -1,954 -3%
OPWM
154
Oakwell Private Wealth Management
Texas
$2.98M +$31.8K +627 +1%
Citadel Advisors
155
Citadel Advisors
Florida
$2.92M +$2.89M +57,025 New
JC
156
JB Capital
Connecticut
$2.91M +$83.8K +1,654 +3%
HW
157
Hancock Whitney
Mississippi
$2.89M -$68.8K -1,359 -2%
AWM
158
Ameliora Wealth Management
Switzerland
$2.82M +$2.78M +54,904 New
Jones Financial Companies
159
Jones Financial Companies
Missouri
$2.8M +$549K +10,830 +25%
NA
160
NewEdge Advisors
Louisiana
$2.78M -$2M -39,504 -42%
APIM
161
Agate Pass Investment Management
Washington
$2.76M -$247K -4,868 -8%
CA
162
Cetera Advisors
Colorado
$2.55M -$76.2K -1,505 -3%
RB
163
Renasant Bank
Mississippi
$2.53M -$5.67K -112 -0.2%
BF
164
BOK Financial
Oklahoma
$2.48M +$91.6K +1,809 +4%
TPCW
165
TD Private Client Wealth
New York
$2.43M +$1.98M +39,112 +472%
NRI
166
NFP Retirement Inc
California
$2.42M -$17.4K -344 -0.7%
HighTower Advisors
167
HighTower Advisors
Illinois
$2.42M +$283K +5,589 +13%
HP
168
Hilltop Partners
Indiana
$2.41M +$1.47M +29,062 +162%
AWM
169
Axxcess Wealth Management
California
$2.41M +$144K +2,841 +6%
CMP
170
Courage Miller Partners
Virginia
$2.38M
SWA
171
Stratos Wealth Advisors
Ohio
$2.34M -$67.3K -1,328 -3%
CWM
172
Calamos Wealth Management
Illinois
$2.3M -$6.87M -135,609 -75%
AWA
173
Arete Wealth Advisors
Illinois
$2.29M +$167K +3,294 +8%
SP
174
SWS Partners
Ohio
$2.27M -$201K -3,977 -8%
FAIM
175
Financial Advocates Investment Management
Washington
$2.09M +$381K +7,514 +23%

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.