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iShares 5-10 Year Investment Grade Corporate Bond ETF

549 hedge funds and large institutions have $8.71B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 178 increasing their positions, 210 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 54

2.32% more ownership

Funds ownership: 81.7%84.02% (+2.3%)

0% less funds holding

Funds holding: 550549 (-1)

3% less capital invested

Capital invested by funds: $8.97B → $8.71B (-$250M)

10% less funds holding in top 10

Funds holding in top 10: 4238 (-4)

15% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 210

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $67K

Holders
549
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
8.66%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.6%
New
62
Increased
178
Reduced
210
Closed
54
Calls
Puts
$67K
Net Calls
-$67K
Net Calls Change
-$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$2B +$106M +1,861,407 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$492M -$13.7M -241,191 -3%
MYLI
3
Meiji Yasuda Life Insurance
Japan
$427M
UCFA
4
United Capital Financial Advisors
Texas
$349M -$10.2M -180,044 -3%
Charles Schwab
5
Charles Schwab
California
$335M +$14.7M +259,707 +4%
Jane Street
6
Jane Street
New York
$289M +$279M +4,928,687 +1,435%
AssetMark Inc
7
AssetMark Inc
California
$283M -$4.93M -86,877 -2%
Ameriprise
8
Ameriprise
Minnesota
$273M +$87.1M +1,536,130 +45%
AC
9
Allstate Corporation
Illinois
$216M -$22.8M -403,006 -9%
Bank of America
10
Bank of America
North Carolina
$205M -$111M -1,950,219 -34%
Goldman Sachs
11
Goldman Sachs
New York
$195M +$44.1M +777,415 +28%
Morgan Stanley
12
Morgan Stanley
New York
$186M +$2.74M +48,335 +1%
DILIC
13
Dai-ichi Life Insurance Company
Japan
$179M
MMI
14
Matson Money Inc
Ohio
$171M +$10.2M +180,565 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$159M -$6.75M -118,971 -4%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$146M -$4.42M -78,025 -3%
US Bancorp
17
US Bancorp
Minnesota
$144M -$13.8M -243,358 -8%
Wells Fargo
18
Wells Fargo
California
$119M +$6.6M +116,454 +6%
UBS Group
19
UBS Group
Switzerland
$108M -$839K -14,796 -0.7%
Franklin Resources
20
Franklin Resources
California
$107M +$312K +5,498 +0.3%
BlackRock
21
BlackRock
New York
$84.8M +$688K +12,134 +0.8%
KeyBank National Association
22
KeyBank National Association
Ohio
$79.7M +$147K +2,593 +0.2%
RJA
23
Raymond James & Associates
Florida
$69M +$14.9M +262,909 +26%
KFAA
24
Klaas Financial Asset Advisors
Illinois
$67.8M +$2.48M +43,785 +4%
Truist Financial
25
Truist Financial
North Carolina
$56.8M -$1.67M -29,526 -3%

IGIB Hedge Fund Activity: Q1 2022 in Review

549 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2022, worth a combined $8.71B — down 2.8% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IGIB positions and 54 closed out — a net gain of 8 holders — while 178 added to existing stakes and 210 trimmed.

The largest buyer was Jane Street, adding an estimated $279M. The largest seller was Bank of America, cutting an estimated $111M.

  • 549 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2022, down from 550 in Q4 2021.
  • Funds reported $8.71B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2022, down 2.8% quarter-over-quarter.
  • 62 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2022 and 54 closed out, a net change of +8 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2022 was Jane Street, an estimated $279M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2022 was Bank of America, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2022.