We are live on ! Find out more
IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

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: 525 → 518 (-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: 44 → 41 (-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

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$157M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$138M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$50.3M
4
AC
Allstate Corporation
Illinois
+$46.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$30.4M

Top Sellers

Rank Fund Capital Flow
1
MYLI
Meiji Yasuda Life Insurance
Japan
-$393M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$116M
3
UCFA
United Capital Financial Advisors
Texas
-$92.6M
4
AssetMark Inc
AssetMark Inc
California
-$63.9M
5
Bank of America
Bank of America
North Carolina
-$54M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
501
SYM Financial Corp
Indiana
$5.3K +$5.43K +109 New
CAM
502
Chesapeake Asset Management
New York
$4.96K – – –
CPG
503
Cornerstone Planning Group
New Jersey
$4.77K – – –
IRC
504
Investors Research Corp
Georgia
$4.67K -$3.48K -70 -42%
FP
505
Financial Perspectives
Minnesota
$4.62K +$4.73K +95 New
TFA
506
Transamerica Financial Advisors
Florida
$4K -$1.31M -26,263 -100%
CIAS
507
Capital Investment Advisory Services
North Carolina
$3.5K – – –
CT
508
Cambridge Trust
Massachusetts
$3.31K – – –
GM
509
GeoWealth Management
Illinois
$3K -$2.59K -52 -48%
MHR
510
Matthew Hamilton Rosenberg
$2.77K – – –
ASBI
511
American State Bank (Iowa)
Iowa
$2.72K – – –
DAM
512
Delta Asset Management
Tennessee
$2.43K – – –
PO
513
Private Ocean
California
$2.38K – – –
FGAM
514
Financial Gravity Asset Management
Texas
$2.18K -$249 -5 -10%
CFD
515
Creative Financial Designs
Indiana
$1.99K – – –
DWMG
516
DB Wealth Management Group
California
$1.36K +$1.39K +28 New
AC
517
AlphaCore Capital
California
$1.27K – – –
ADL
518
Asset Dedication LLC
California
$1K – – –
CWA
519
Carolina Wealth Advisors
South Carolina
$535 – – –
BWL
520
Bogart Wealth LLC
Virginia
$487 -$299 -6 -38%
KFI
521
Key Financial Inc
Pennsylvania
$404 – – –
CMA
522
Cedar Mountain Advisors
Oregon
$1 – – –
MYLI
523
Meiji Yasuda Life Insurance
Japan
– -$393M -7,775,700 Closed
PI
524
Parkside Investments
Illinois
– -$9.12M -180,335 Closed
PIWA
525
Prevail Innovative Wealth Advisors
Kansas
– -$4.76M -94,133 Closed
19 20
21
22 23

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.