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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
SWA
151
Stratos Wealth Advisors
Ohio
$3.35M +$1.05M +20,707 +45%
FPFS
152
First Personal Financial Services
North Carolina
$3.32M -$10.8K -212 -0.3%
Jones Financial Companies
153
Jones Financial Companies
Missouri
$3.28M +$517K +10,172 +19%
ANTB
154
AMG National Trust Bank
Colorado
$3.24M +$27.2K +535 +0.8%
CTA
155
Chesley Taft & Associates
Illinois
$3.18M -$9.66K -190 -0.3%
ACM
156
Absolute Capital Management
Pennsylvania
$3.17M -$209K -4,110 -6%
ZIM
157
Zacks Investment Management
Illinois
$3.17M -$440K -8,660 -12%
PAG
158
Private Advisor Group
New Jersey
$3.16M +$57.1K +1,123 +2%
WT
159
Whittier Trust
California
$3.09M -$109K -2,154 -3%
MSWMA
160
Market Street Wealth Management Advisors
Indiana
$3.07M -$339K -6,667 -10%
OPWM
161
Oakwell Private Wealth Management
Texas
$3.03M +$96.8K +1,905 +3%
PFM
162
Phillips Financial Management
Indiana
$3.02M -$10.1K -198 -0.3%
JC
163
JB Capital
Connecticut
$2.97M +$103K +2,035 +4%
HighTower Advisors
164
HighTower Advisors
Illinois
$2.97M +$585K +11,503 +24%
BCM
165
Beaumont Capital Management
Massachusetts
$2.95M -$35.9K -706 -1%
OAM
166
Oppenheimer Asset Management
New York
$2.92M -$41.8K -823 -1%
Citadel Advisors
167
Citadel Advisors
Florida
$2.92M +$36.6K +720 +1%
NA
168
NewEdge Advisors
Louisiana
$2.8M +$63.2K +1,243 +2%
PPC
169
Park Place Capital
Alabama
$2.78M -$605K -11,899 -18%
BCA
170
Bray Capital Advisors
Florida
$2.76M +$2.66M +52,400 +2,466%
APIM
171
Agate Pass Investment Management
Washington
$2.74M +$17.8K +350 +0.7%
AWM
172
Ameliora Wealth Management
Switzerland
$2.66M -$114K -2,245 -4%
IFA
173
Interactive Financial Advisors
Illinois
$2.53M -$1.91M -37,617 -43%
RB
174
Renasant Bank
Mississippi
$2.5M -$1.83K -36 -0.1%
HP
175
Hilltop Partners
Indiana
$2.43M +$58K +1,142 +2%

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.