We are live on ! Find out more
IGIB icon

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
PBO
151
Peoples Bank (Ohio)
Ohio
$3.76M -$131K -2,630 -3%
AWE
152
Avidian Wealth Enterprises
Texas
$3.63M +$123K +2,475 +3%
NAM
153
Nationwide Asset Management
Ohio
$3.35M
WCWM
154
Wooster Corthell Wealth Management
Connecticut
$3.35M -$24.8K -499 -0.7%
FWM
155
Forza Wealth Management
Florida
$3.26M +$40.8K +820 +1%
SAF
156
Smith Anglin Financial
Texas
$3.25M +$1.2M +24,153 +57%
SAG
157
SageView Advisory Group
California
$3.25M -$178K -3,581 -5%
JC
158
JB Capital
Connecticut
$3.16M +$307K +6,168 +10%
CPIG
159
Chicago Partners Investment Group
Illinois
$3.15M +$1.09M +21,875 +50%
FPFS
160
First Personal Financial Services
North Carolina
$3.04M -$158K -3,172 -5%
ACM
161
Absolute Capital Management
Pennsylvania
$3.03M -$26.3K -528 -0.8%
FAIM
162
Financial Advocates Investment Management
Washington
$3.03M -$241K -4,846 -7%
PAG
163
Private Advisor Group
New Jersey
$3.01M -$20.6K -414 -0.7%
DCS
164
Destiny Capital Securities
Colorado
$2.99M +$3.06M +61,542 New
ANTB
165
AMG National Trust Bank
Colorado
$2.99M -$127K -2,560 -4%
PFM
166
Phillips Financial Management
Indiana
$2.96M +$58K +1,165 +2%
CTA
167
Chesley Taft & Associates
Illinois
$2.9M -$167K -3,355 -5%
OAM
168
Oppenheimer Asset Management
New York
$2.86M +$46.5K +934 +2%
OPWM
169
Oakwell Private Wealth Management
Texas
$2.81M -$106K -2,135 -4%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$2.79M +$511K +10,272 +22%
HighTower Advisors
171
HighTower Advisors
Illinois
$2.78M -$73K -1,466 -2%
APIM
172
Agate Pass Investment Management
Washington
$2.77M +$137K +2,761 +5%
NA
173
NewEdge Advisors
Louisiana
$2.74M +$47.5K +954 +2%
PPC
174
Park Place Capital
Alabama
$2.72M +$44.6K +896 +2%
SGI
175
Summit Global Investments
Utah
$2.65M -$3.8M -76,390 -58%

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.