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iShares 5-10 Year Investment Grade Corporate Bond ETF

486 hedge funds and large institutions have $7.04B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 143 increasing their positions, 212 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $473K

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

1.42% less ownership

Funds ownership: 81.36%79.93% (-1.4%)

6% less capital invested

Capital invested by funds: $7.53B → $7.04B (-$482M)

7% less funds holding

Funds holding: 520486 (-34)

33% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 212

41% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 69

Holders
486
Holders Change
-34
Holders Change %
-6.54%
% of All Funds
8.37%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.65%
New
41
Increased
143
Reduced
212
Closed
69
Calls
$1.24M
Puts
$473K
Net Calls
+$769K
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.71B -$9.51M -185,979 -0.5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$386M -$16.5M -322,747 -4%
MYLI
3
Meiji Yasuda Life Insurance
Japan
$375M
Charles Schwab
4
Charles Schwab
California
$367M +$5.56M +108,764 +1%
UCFA
5
United Capital Financial Advisors
Texas
$283M -$8.32M -162,763 -3%
AssetMark Inc
6
AssetMark Inc
California
$246M -$31.5K -617 -0%
Ameriprise
7
Ameriprise
Minnesota
$213M -$16.5M -322,337 -7%
Bank of America
8
Bank of America
North Carolina
$209M +$36.4M +712,452 +20%
MMI
9
Matson Money Inc
Ohio
$157M -$70.4K -1,377 -0%
Goldman Sachs
10
Goldman Sachs
New York
$147M -$34.6M -676,677 -18%
US Bancorp
11
US Bancorp
Minnesota
$143M +$44.5M +871,057 +41%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$132M +$4.13M +80,722 +3%
AC
13
Allstate Corporation
Illinois
$118M +$347K +6,779 +0.3%
Morgan Stanley
14
Morgan Stanley
New York
$118M -$3.79M -74,072 -3%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$101M -$7.67M -150,114 -7%
Wells Fargo
16
Wells Fargo
California
$97.9M -$9.84M -192,520 -9%
GI
17
Gradient Investments
Minnesota
$87.7M +$92.9M +1,816,309 New
Franklin Resources
18
Franklin Resources
California
$87.2M +$884K +17,284 +1%
UBS Group
19
UBS Group
Switzerland
$79.9M -$13M -253,829 -13%
LPL Financial
20
LPL Financial
California
$79.1M +$34.5M +675,527 +70%
Jane Street
21
Jane Street
New York
$74.3M +$48M +939,638 +157%
BlackRock
22
BlackRock
New York
$71.1M -$3.69M -72,102 -5%
RJA
23
Raymond James & Associates
Florida
$65.5M +$2.56M +50,160 +4%
KFAA
24
Klaas Financial Asset Advisors
Illinois
$63.8M +$1.64M +32,017 +2%
KeyBank National Association
25
KeyBank National Association
Ohio
$63.1M -$3.95M -77,192 -6%

IGIB Hedge Fund Activity: Q3 2022 in Review

486 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2022, worth a combined $7.04B — down 6.4% from $7.53B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of IGIB and 41 opened new positions — a net loss of 28 holders — while 212 trimmed existing stakes and 143 added.

The largest buyer was Gradient Investments, opening a new position worth an estimated $92.9M. The largest seller was Dai-ichi Life Insurance Company, exiting entirely with an estimated $167M sold.

  • 486 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2022, down from 520 in Q2 2022.
  • Funds reported $7.04B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2022, down 6.4% quarter-over-quarter.
  • 41 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2022 and 69 closed out, a net change of -28 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2022 was Gradient Investments, an estimated $92.9M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2022 was Dai-ichi Life Insurance Company, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2022.