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iShares 5-10 Year Investment Grade Corporate Bond ETF

520 hedge funds and large institutions have $7.53B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 245 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

2.67% less ownership

Funds ownership: 84.02%81.36% (-2.7%)

5% less funds holding

Funds holding: 549520 (-29)

14% less capital invested

Capital invested by funds: $8.71B → $7.53B (-$1.19B)

31% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 68

46% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 245

59% less call options, than puts

Call options by funds: $228K | Put options by funds: $550K

Holders
520
Holders Change
-29
Holders Change %
-5.28%
% of All Funds
8.76%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.64%
New
47
Increased
132
Reduced
245
Closed
68
Calls
$228K
Puts
$550K
Net Calls
-$322K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.82B -$40.9M -785,363 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$425M -$33.8M -648,128 -7%
MYLI
3
Meiji Yasuda Life Insurance
Japan
$397M
Charles Schwab
4
Charles Schwab
California
$383M +$72.9M +1,397,900 +23%
UCFA
5
United Capital Financial Advisors
Texas
$308M -$17.2M -330,330 -5%
AssetMark Inc
6
AssetMark Inc
California
$260M -$3.85M -73,787 -1%
Ameriprise
7
Ameriprise
Minnesota
$243M -$11.7M -225,367 -5%
Goldman Sachs
8
Goldman Sachs
New York
$190M +$9.56M +183,352 +5%
Bank of America
9
Bank of America
North Carolina
$185M -$5.62M -107,746 -3%
DILIC
10
Dai-ichi Life Insurance Company
Japan
$167M
MMI
11
Matson Money Inc
Ohio
$167M +$8.1M +155,288 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$135M -$12.8M -244,925 -8%
Morgan Stanley
13
Morgan Stanley
New York
$128M -$46.3M -888,142 -26%
AC
14
Allstate Corporation
Illinois
$125M -$77.8M -1,492,393 -38%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$115M -$21.6M -413,721 -16%
Wells Fargo
16
Wells Fargo
California
$113M +$3.14M +60,314 +3%
US Bancorp
17
US Bancorp
Minnesota
$107M -$27.4M -526,304 -20%
UBS Group
18
UBS Group
Switzerland
$97.5M -$2.87M -55,052 -3%
Franklin Resources
19
Franklin Resources
California
$91.3M -$8.74M -167,565 -9%
BlackRock
20
BlackRock
New York
$78.9M -$13.4K -257 -0%
KeyBank National Association
21
KeyBank National Association
Ohio
$70.7M -$3.56M -68,250 -5%
RJA
22
Raymond James & Associates
Florida
$66.7M +$2.55M +48,952 +4%
KFAA
23
Klaas Financial Asset Advisors
Illinois
$65.8M +$2.79M +53,460 +4%
LPL Financial
24
LPL Financial
California
$49.1M +$4.66M +89,459 +10%
Stifel Financial
25
Stifel Financial
Missouri
$48.4M +$1.59M +30,493 +3%

IGIB Hedge Fund Activity: Q2 2022 in Review

520 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2022, worth a combined $7.53B — down 14% from $8.71B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of IGIB and 47 opened new positions — a net loss of 21 holders — while 245 trimmed existing stakes and 132 added.

The largest buyer was Charles Schwab, adding an estimated $72.9M. The largest seller was Jane Street, cutting an estimated $244M.

  • 520 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2022, down from 549 in Q1 2022.
  • Funds reported $7.53B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 47 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2022 and 68 closed out, a net change of -21 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2022 was Charles Schwab, an estimated $72.9M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2022 was Jane Street, an estimated $244M sold.

Based on aggregated 13F filings for Q2 2022.