We are live on ! Find out more
IGIB icon

iShares 5-10 Year Investment Grade Corporate Bond ETF

428 hedge funds and large institutions have $7.09B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 185 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

70,021% more call options, than puts

Call options by funds: $215M | Put options by funds: $307K

65% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 112

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

36% more capital invested

Capital invested by funds: $5.21B → $7.09B (+$1.88B)

9.24% more ownership

Funds ownership: 81.87%91.11% (+9.2%)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

5% more funds holding

Funds holding: 409428 (+19)

Holders
428
Holders Change
+19
Holders Change %
+4.65%
% of All Funds
9.39%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.77%
New
54
Increased
185
Reduced
112
Closed
33
Calls
$215M
Puts
$307K
Net Calls
+$215M
Net Calls Change
+$215M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.2B +$394M +6,864,268 +49%
PP
2
Prudential plc
United Kingdom
$948M +$940M +16,361,126 New
AC
3
Allstate Corporation
Illinois
$363M +$18M +313,667 +5%
Financial Engines Advisors
4
Financial Engines Advisors
California
$355M +$352M +6,125,671 New
UCFA
5
United Capital Financial Advisors
Texas
$316M -$35M -608,308 -10%
UBS Group
6
UBS Group
Switzerland
$244M +$9.82M +170,822 +4%
Wells Fargo
7
Wells Fargo
California
$209M +$20.8M +362,289 +11%
BlackRock
8
BlackRock
New York
$202M -$16.9M -293,269 -8%
Bank of America
9
Bank of America
North Carolina
$173M +$27M +470,125 +19%
MMI
10
Matson Money Inc
Ohio
$166M -$5.23M -91,027 -3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$160M -$7.22M -125,736 -4%
Morgan Stanley
12
Morgan Stanley
New York
$144M +$3.61M +62,754 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$141M -$8.42M -146,504 -6%
Ameriprise
14
Ameriprise
Minnesota
$130M -$24.1M -419,887 -16%
LPL Financial
15
LPL Financial
California
$129M +$12.6M +218,524 +11%
Franklin Resources
16
Franklin Resources
California
$124M +$24.5M +427,221 +25%
Stifel Financial
17
Stifel Financial
Missouri
$90.2M +$6.68M +116,334 +8%
KeyBank National Association
18
KeyBank National Association
Ohio
$88.8M -$426K -7,421 -0.5%
AG
19
Advisor Group
Arizona
$73.1M +$5.9M +102,649 +9%
AIMU
20
Allianz Investment Management US
Minnesota
$71.9M
Goldman Sachs
21
Goldman Sachs
New York
$71.6M +$2.17M +37,704 +3%
JP Morgan Chase
22
JP Morgan Chase
New York
$54.1M +$11.2M +194,659 +26%
AssetMark Inc
23
AssetMark Inc
California
$52.4M +$4.92M +85,688 +10%
PAS
24
Park Avenue Securities
New York
$52.1M +$51.7M +900,125 New
RJA
25
Raymond James & Associates
Florida
$43.9M +$4.29M +74,631 +11%

IGIB Hedge Fund Activity: Q3 2019 in Review

428 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2019, worth a combined $7.09B — up 36% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IGIB positions and 33 closed out — a net gain of 21 holders — while 185 added to existing stakes and 112 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $940M. The largest seller was Liberty Mutual Group Asset Management, exiting entirely with an estimated $75.2M sold.

  • 428 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2019, up from 409 in Q2 2019.
  • Funds reported $7.09B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2019, up 36% quarter-over-quarter.
  • 54 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2019 and 33 closed out, a net change of +21 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2019 was Prudential plc, an estimated $940M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2019 was Liberty Mutual Group Asset Management, an estimated $75.2M sold.

Based on aggregated 13F filings for Q3 2019.