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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$157M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$138M |
| 3 |
Bank of New York Mellon
New York
|
+$50.3M |
| 4 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$46.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MYLI
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
-$393M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$116M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$92.6M |
| 4 |
AssetMark Inc
Concord,
California
|
-$63.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$54M |
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.