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iShares 5-10 Year Investment Grade Corporate Bond ETF

506 hedge funds and large institutions have $10.2B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 146 increasing their positions, 199 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $728K

45% more capital invested

Capital invested by funds: $7.04B → $10.2B (+$3.19B)

45% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 60

13% more funds holding in top 10

Funds holding in top 10: 3843 (+5)

4% more funds holding

Funds holding: 486506 (+20)

2.78% more ownership

Funds ownership: 79.93%82.71% (+2.8%)

27% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 199

Holders
506
Holders Change
+20
Holders Change %
+4.12%
% of All Funds
8.13%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.69%
New
87
Increased
146
Reduced
199
Closed
60
Calls
$1.54M
Puts
$728K
Net Calls
+$812K
Net Calls Change
+$43K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$2.05B +$1.57M +32,048 +344%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.94B +$183M +3,743,330 +11%
MYLI
3
Meiji Yasuda Life Insurance
Japan
$385M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$377M -$18.8M -384,413 -5%
Northern Trust
5
Northern Trust
Illinois
$300M -$22.4M -457,958 -7%
UCFA
6
United Capital Financial Advisors
Texas
$267M -$23.5M -478,417 -8%
PP
7
Prudential plc
United Kingdom
$265M +$263M +5,355,427 New
AssetMark Inc
8
AssetMark Inc
California
$252M -$444K -9,059 -0.2%
Bank of America
9
Bank of America
North Carolina
$229M +$13.7M +280,148 +6%
Goldman Sachs
10
Goldman Sachs
New York
$210M +$57.9M +1,180,465 +39%
Morgan Stanley
11
Morgan Stanley
New York
$203M +$82.1M +1,673,958 +69%
Charles Schwab
12
Charles Schwab
California
$172M -$202M -4,123,300 -54%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$170M +$105M +2,149,421 +168%
MMI
14
Matson Money Inc
Ohio
$162M +$43.3K +884 +0%
US Bancorp
15
US Bancorp
Minnesota
$158M +$11.3M +229,796 +8%
Ameriprise
16
Ameriprise
Minnesota
$151M -$67.4M -1,375,251 -31%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$151M +$15.1M +308,713 +11%
GI
18
Gradient Investments
Minnesota
$122M +$31.4M +640,389 +35%
AC
19
Allstate Corporation
Illinois
$118M -$3.51M -71,531 -3%
AIM
20
Allstate Investment Management
Illinois
$118M +$117M +2,379,742 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$95.4M -$8.24M -168,131 -8%
Wells Fargo
22
Wells Fargo
California
$92.3M -$8M -163,119 -8%
Franklin Resources
23
Franklin Resources
California
$82.9M -$6.44M -131,320 -7%
LPL Financial
24
LPL Financial
California
$77.9M -$3.14M -63,966 -4%
UBS Group
25
UBS Group
Switzerland
$75.3M -$6.54M -133,399 -8%

IGIB Hedge Fund Activity: Q4 2022 in Review

506 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2022, worth a combined $10.2B — up 45% from $7.04B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new IGIB positions and 60 closed out — a net gain of 27 holders — while 146 added to existing stakes and 199 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $263M. The largest seller was Charles Schwab, cutting an estimated $202M.

  • 506 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2022, up from 486 in Q3 2022.
  • Funds reported $10.2B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2022, up 45% quarter-over-quarter.
  • 87 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2022 and 60 closed out, a net change of +27 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2022 was Prudential plc, an estimated $263M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2022 was Charles Schwab, an estimated $202M sold.

Based on aggregated 13F filings for Q4 2022.