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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
VFA
176
Voya Financial Advisors
Connecticut
$2.4M +$614K +12,081 +34%
NRI
177
NFP Retirement Inc
California
$2.39M
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$2.38M -$785K -15,455 -25%
CMP
179
Courage Miller Partners
Virginia
$2.35M
SP
180
SWS Partners
Ohio
$2.3M +$68.6K +1,349 +3%
CPIG
181
Chicago Partners Investment Group
Illinois
$2.21M +$1.4M +27,517 +165%
BF
182
BOK Financial
Oklahoma
$2.2M -$243K -4,781 -10%
SAF
183
Smith Anglin Financial
Texas
$2.15M +$567K +11,158 +36%
Cerity Partners
184
Cerity Partners
New York
$2.07M +$585K +11,521 +39%
CWM
185
Calamos Wealth Management
Illinois
$2.05M -$218K -4,290 -10%
GVAG
186
Great Valley Advisor Group
Delaware
$2.04M +$189K +3,728 +10%
RJT
187
Raymond James Trust
Florida
$2.03M -$20.5K -403 -1%
BFC
188
Blue Fin Capital
Rhode Island
$2.02M +$380K +7,481 +23%
AI
189
Atria Investments
North Carolina
$2.01M +$112K +2,195 +6%
EGA
190
Eagle Global Advisors
Texas
$1.98M -$54.6K -1,075 -3%
AWM
191
Axxcess Wealth Management
California
$1.88M -$496K -9,768 -21%
GT
192
Greenleaf Trust
Michigan
$1.87M +$455K +8,950 +32%
SAS
193
Sage Advisory Services
Texas
$1.86M -$87.8K -1,728 -4%
Axa
194
Axa
France
$1.85M
BBWP
195
Beacon Bridge Wealth Partners
Pennsylvania
$1.83M +$625K +12,304 +52%
TA
196
TFB Advisors
Kansas
$1.79M -$33.8K -666 -2%
FCAG
197
First Capital Advisors Group
New Jersey
$1.76M +$117K +2,300 +7%
SIA
198
SkyView Investment Advisors
New Jersey
$1.76M +$117K +2,300 +7%
AF
199
Allworth Financial
California
$1.75M -$457 -9 -0%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$1.72M -$3.15K -62 -0.2%

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.