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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

552 hedge funds and large institutions have $10.3B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 193 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,224% more call options, than puts

Call options by funds: $3.92M | Put options by funds: $62K

85% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 53

16% more capital invested

Capital invested by funds: $8.82B → $10.3B (+$1.43B)

7% more funds holding

Funds holding: 518 → 552 (+34)

3.23% more ownership

Funds ownership: 80.16% → 83.39% (+3.2%)

2% more funds holding in top 10

Funds holding in top 10: 41 → 42 (+1)

3% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 198

Holders
552
Holders Change
+34
Holders Change %
+6.56%
% of All Funds
8.05%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.61%
New
98
Increased
193
Reduced
198
Closed
53
Calls
$3.92M
Puts
$62K
Net Calls
+$3.86M
Net Calls Change
+$2.39M

Top Buyers

Rank Fund Capital Flow
1
PP
Prudential plc
United Kingdom
+$215M
2
Goldman Sachs
Goldman Sachs
New York
+$192M
3
Morgan Stanley
Morgan Stanley
New York
+$160M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$53.7M
5
AssetMark Inc
AssetMark Inc
California
+$46.7M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$66.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$44.2M
3
AIMU
Allianz Investment Management US
Minnesota
-$36.1M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$17.7M
5
FTUS
Flow Traders U.S.
New York
-$16.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
201
Lazard Asset Management
New York
$1.97M – – –
NGA
202
Naples Global Advisors
Florida
$1.96M +$189K +3,833 +11%
BP
203
Ballentine Partners
Massachusetts
$1.96M +$175K +3,545 +10%
TC
204
TAGStone Capital
North Carolina
$1.93M +$1.35M +27,289 +277%
EGA
205
Eagle Global Advisors
Texas
$1.84M -$93.9K -1,900 -5%
AWM
206
Axxcess Wealth Management
California
$1.82M -$61.2K -1,238 -3%
SAS
207
Sage Advisory Services
Texas
$1.81M -$455K -9,199 -21%
ASN
208
Advisory Services Network
Georgia
$1.76M +$313K +6,331 +23%
AR
209
Advisory Research
Illinois
$1.75M – – –
EDRH
210
Edmond de Rothschild Holding
Switzerland
$1.74M -$617K -12,480 -27%
AF
211
Allworth Financial
California
$1.73M +$1.68K +34 +0.1%
CA
212
Cetera Advisors
Colorado
$1.69M -$2.45M -49,534 -60%
Cerity Partners
213
Cerity Partners
New York
$1.66M +$17.6K +357 +1%
PFS
214
Prospera Financial Services
Texas
$1.63M +$1.25M +25,347 +424%
BBWP
215
Beacon Bridge Wealth Partners
Pennsylvania
$1.62M -$272K -5,500 -15%
LNC
216
Lincoln National Corp
Pennsylvania
$1.57M +$669K +13,530 +81%
HFP
217
Holistic Financial Partners
Indiana
$1.54M -$64.9K -1,313 -4%
GVAG
218
Great Valley Advisor Group
Delaware
$1.53M -$106K -2,153 -7%
TIA
219
Tiemann Investment Advisors
California
$1.5M +$182K +3,680 +15%
BS
220
Banco Santander
Spain
$1.49M +$1.42M +28,710 New
PFA
221
Pinnacle Family Advisors
Missouri
$1.49M -$70.4K -1,425 -5%
TA
222
TFB Advisors
Kansas
$1.46M +$1.39M +28,144 New
GWM
223
GSB Wealth Management
Connecticut
$1.44M +$82.3K +1,665 +6%
CSB
224
City State Bank
Iowa
$1.43M +$1.3M +26,225 +2,117%
KIG
225
Kowal Investment Group
Wisconsin
$1.43M +$50.6K +1,024 +4%
7 8
9
10 11

IGIB Hedge Fund Activity: Q4 2023 in Review

552 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2023, worth a combined $10.3B — up 16% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new IGIB positions and 53 closed out — a net gain of 45 holders — while 193 added to existing stakes and 198 trimmed.

The largest buyer was Prudential plc, adding an estimated $215M. The largest seller was United Capital Financial Advisors, cutting an estimated $66.3M.

  • 552 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2023, up from 518 in Q3 2023.
  • Funds reported $10.3B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 98 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2023 and 53 closed out, a net change of +45 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2023 was Prudential plc, an estimated $215M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $66.3M sold.

Based on aggregated 13F filings for Q4 2023.