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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
Franklin Resources
26
Franklin Resources
California
$73.9M -$1.5M -30,117 -2%
RJA
27
Raymond James & Associates
Florida
$67.1M +$982K +19,717 +1%
KFAA
28
Klaas Financial Asset Advisors
Illinois
$66.1M +$1.38M +27,727 +2%
LPL Financial
29
LPL Financial
California
$58.7M -$7.56M -151,860 -11%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$58.5M +$4.96M +99,561 +9%
Stifel Financial
31
Stifel Financial
Missouri
$58.2M +$8.3M +166,621 +16%
KeyBank National Association
32
KeyBank National Association
Ohio
$54.9M -$2.11M -42,328 -4%
GG
33
Greenwood Gearhart
Arkansas
$54.7M +$1.11M +22,269 +2%
AIM
34
Acropolis Investment Management
Missouri
$52.8M +$2.21M +44,473 +4%
JP Morgan Chase
35
JP Morgan Chase
New York
$52M +$12.5M +250,783 +31%
HTC
36
Haverford Trust Company
Pennsylvania
$46.2M +$1.81M +36,295 +4%
PWAG
37
Polaris Wealth Advisory Group
California
$42M +$10.1M +202,096 +31%
AIA
38
Ally Invest Advisors
North Carolina
$41.2M -$54.4K -1,092 -0.1%
Truist Financial
39
Truist Financial
North Carolina
$39.5M +$1.02M +20,404 +3%
AIMU
40
Allianz Investment Management US
Minnesota
$37.9M
AFIMH
41
American Family Insurance Mutual Holding
Wisconsin
$36.5M
ST
42
Sabal Trust
Florida
$32.6M -$811K -16,281 -2%
Osaic Holdings
43
Osaic Holdings
Arizona
$28.1M +$8.86M +177,948 +45%
SA
44
Scarborough Advisors
Maryland
$26.7M +$1.03M +20,639 +4%
TFA
45
TPG Financial Advisors
Oregon
$25.3M +$1.08M +21,627 +4%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$24.5M +$25.1M +504,546 New
PG
47
Proffitt & Goodson
Tennessee
$23.2M -$195K -3,926 -0.8%
AFG
48
Arkansas Financial Group
Arkansas
$21.2M -$121K -2,432 -0.6%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$21M +$807K +16,213 +4%
AFG
50
Albion Financial Group
Utah
$20.2M +$2.87M +57,582 +16%

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.