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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
PFA
201
Pinnacle Family Advisors
Missouri
$1.52M +$15.3K +303 +1%
NCM
202
Northwest Capital Management
Oregon
$1.51M -$110K -2,174 -7%
Cerity Partners
203
Cerity Partners
New York
$1.51M +$217K +4,274 +17%
TFA
204
Transamerica Financial Advisors
Florida
$1.46M -$958K -18,908 -40%
PCIA
205
Prime Capital Investment Advisors
Kansas
$1.45M -$2.16M -42,617 -60%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$1.45M +$590K +11,644 +70%
GT
207
Greenleaf Trust
Michigan
$1.44M
LBC
208
Lowe Brockenbrough & Co
Virginia
$1.43M -$25.3K -500 -2%
BWAM
209
Boyd Watterson Asset Management
Ohio
$1.42M -$502K -9,910 -26%
CCB
210
Country Club Bank
Missouri
$1.41M -$229K -4,523 -14%
VT
211
Vise Technologies
New York
$1.39M +$362K +7,149 +36%
Barclays
212
Barclays
United Kingdom
$1.31M -$503K -9,925 -28%
PCM
213
Parsons Capital Management
Rhode Island
$1.3M -$41.8K -825 -3%
VAS
214
Vestmark Advisory Solutions
Massachusetts
$1.3M +$409K +8,071 +47%
DG
215
DMC Group
Alabama
$1.29M +$355K +7,015 +39%
AWE
216
Avidian Wealth Enterprises
Texas
$1.29M +$548K +10,824 +76%
TIA
217
Tiemann Investment Advisors
California
$1.27M
4WM
218
4J Wealth Management
Virginia
$1.27M -$39.5K -780 -3%
MMA
219
Miracle Mile Advisors
California
$1.25M -$8.97K -177 -0.7%
BP
220
Ballentine Partners
Massachusetts
$1.24M -$59.5K -1,175 -5%
ASN
221
Advisory Services Network
Georgia
$1.24M -$413K -8,158 -25%
BBWP
222
Beacon Bridge Wealth Partners
Pennsylvania
$1.22M +$691K +13,650 +134%
AG
223
Ascent Group
Virginia
$1.22M +$791K +15,620 +192%
Bank Julius Baer & Co
224
Bank Julius Baer & Co
Switzerland
$1.19M
Luther King Capital Management (LKCM)
225
Luther King Capital Management (LKCM)
Texas
$1.18M

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.