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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
RJT
176
Raymond James Trust
Florida
$2.08M -$297K -5,855 -13%
EGA
177
Eagle Global Advisors
Texas
$2.07M +$120K +2,360 +6%
SAS
178
Sage Advisory Services
Texas
$1.97M +$274K +5,412 +16%
Lazard Asset Management
179
Lazard Asset Management
New York
$1.94M
AI
180
Atria Investments
North Carolina
$1.93M +$236K +4,663 +14%
CM
181
Columbus Macro
Pennsylvania
$1.91M +$224K +4,431 +13%
GL
182
Graypoint LLC
New York
$1.91M +$463K +9,147 +32%
GVAG
183
Great Valley Advisor Group
Delaware
$1.88M +$194K +3,821 +12%
Axa
184
Axa
France
$1.87M
GSEP
185
Golden State Equity Partners
California
$1.87M +$1.85M +36,496 New
TA
186
TFB Advisors
Kansas
$1.85M -$1.21M -23,788 -40%
VFA
187
Voya Financial Advisors
Connecticut
$1.81M +$76.5K +1,511 +4%
AF
188
Allworth Financial
California
$1.78M -$218K -4,307 -11%
DP
189
Dearborn Partners
Illinois
$1.76M -$230K -4,549 -12%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$1.74M +$12.3K +242 +0.7%
AR
191
Advisory Research
Illinois
$1.72M -$199K -3,935 -10%
LWA
192
Lineweaver Wealth Advisors
Ohio
$1.67M +$5.07K +100 +0.3%
SIA
193
SkyView Investment Advisors
New Jersey
$1.67M +$1.65M +32,507 New
FCAG
194
First Capital Advisors Group
New Jersey
$1.67M +$1.65M +32,507 New
BFC
195
Blue Fin Capital
Rhode Island
$1.66M +$341K +6,738 +26%
GWM
196
GSB Wealth Management
Connecticut
$1.62M +$656K +12,946 +66%
SAF
197
Smith Anglin Financial
Texas
$1.61M +$1.14M +22,544 +254%
NGA
198
Naples Global Advisors
Florida
$1.57M +$213K +4,199 +16%
AIP
199
Ameritas Investment Partners
Nebraska
$1.56M -$33.5K -662 -2%
LCGC
200
Legacy Capital Group California
California
$1.53M +$1.51M +29,822 New

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.