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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
AR
201
Advisory Research
Illinois
$1.7M
GL
202
Graypoint LLC
New York
$1.68M -$213K -4,185 -11%
AWA
203
Arete Wealth Advisors
Illinois
$1.66M -$601K -11,834 -27%
SWG
204
Summit Wealth Group
Vermont
$1.66M -$54M -1,061,710 -97%
DP
205
Dearborn Partners
Illinois
$1.65M -$83.3K -1,640 -5%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$1.65M +$1.53M +30,033 +1,164%
NGA
207
Naples Global Advisors
Florida
$1.63M +$81.4K +1,601 +5%
VT
208
Vise Technologies
New York
$1.63M +$263K +5,185 +19%
PFA
209
Pinnacle Family Advisors
Missouri
$1.51M +$8.33K +164 +0.6%
AIP
210
Ameritas Investment Partners
Nebraska
$1.51M -$29.7K -585 -2%
NCM
211
Northwest Capital Management
Oregon
$1.48M -$12.5K -246 -0.8%
B
212
Bellecapital
Switzerland
$1.47M +$1.48M +29,130 New
LCGC
213
Legacy Capital Group California
California
$1.47M -$38.2K -751 -3%
ASN
214
Advisory Services Network
Georgia
$1.38M +$164K +3,225 +13%
LBC
215
Lowe Brockenbrough & Co
Virginia
$1.34M -$72.2K -1,420 -5%
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$1.33M -$93.7K -1,843 -7%
TFA
217
Transamerica Financial Advisors
Florida
$1.33M -$109K -2,150 -8%
AF
218
Advisornet Financial
Minnesota
$1.32M +$1.22M +24,083 +1,157%
TIA
219
Tiemann Investment Advisors
California
$1.3M +$45.8K +902 +4%
DG
220
DMC Group
Alabama
$1.3M +$30.8K +607 +2%
PCM
221
Parsons Capital Management
Rhode Island
$1.3M +$12.4K +244 +1%
Barclays
222
Barclays
United Kingdom
$1.29M
BP
223
Ballentine Partners
Massachusetts
$1.26M +$38.7K +762 +3%
4WM
224
4J Wealth Management
Virginia
$1.25M
SWM
225
Seed Wealth Management
Illinois
$1.25M +$1.26M +24,700 New

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.