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iShares 5-10 Year Investment Grade Corporate Bond ETF

502 hedge funds and large institutions have $9.34B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 172 increasing their positions, 170 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $1.63M | Put options by funds: $785K

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

1% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 170

1% less funds holding

Funds holding: 506502 (-4)

0.91% less ownership

Funds ownership: 82.71%81.8% (-0.91%)

2% less funds holding in top 10

Funds holding in top 10: 4342 (-1)

9% less capital invested

Capital invested by funds: $10.2B → $9.34B (-$898M)

Holders
502
Holders Change
-4
Holders Change %
-0.79%
% of All Funds
8%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.67%
New
68
Increased
172
Reduced
170
Closed
57
Calls
$1.63M
Puts
$785K
Net Calls
+$846K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.14B +$132M +2,611,834 +7%
PP
2
Prudential plc
United Kingdom
$430M +$154M +3,037,001 +57%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$413M +$22M +434,052 +6%
MYLI
4
Meiji Yasuda Life Insurance
Japan
$399M
JSTA
5
Japan Science & Technology Agency
Japan
$371M +$367M +7,237,448 New
Northern Trust
6
Northern Trust
Illinois
$324M +$12.6M +249,663 +4%
UCFA
7
United Capital Financial Advisors
Texas
$276M -$639K -12,608 -0.2%
Goldman Sachs
8
Goldman Sachs
New York
$263M +$45.8M +904,363 +21%
Bank of America
9
Bank of America
North Carolina
$254M +$17M +336,346 +7%
AssetMark Inc
10
AssetMark Inc
California
$209M -$50.7M -1,000,328 -20%
AC
11
Allstate Corporation
Illinois
$181M +$58.4M +1,153,424 +48%
US Bancorp
12
US Bancorp
Minnesota
$178M +$13.9M +274,739 +9%
Charles Schwab
13
Charles Schwab
California
$176M -$2.47M -48,808 -1%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$169M -$7.15M -141,111 -4%
MMI
15
Matson Money Inc
Ohio
$168M +$575K +11,344 +0.3%
Ameriprise
16
Ameriprise
Minnesota
$166M +$9.26M +182,744 +6%
Morgan Stanley
17
Morgan Stanley
New York
$163M -$46.6M -920,673 -22%
BlackRock
18
BlackRock
New York
$154M +$91.6M +1,808,804 +150%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$151M -$5.03M -99,241 -3%
GI
20
Gradient Investments
Minnesota
$126M -$421K -8,306 -0.3%
Wells Fargo
21
Wells Fargo
California
$121M +$25.4M +500,496 +27%
UBS Group
22
UBS Group
Switzerland
$102M +$23.3M +459,459 +30%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$100M +$1.42M +27,961 +1%
OCM
24
One Capital Management
California
$91M +$46.7M +921,894 +108%
Franklin Resources
25
Franklin Resources
California
$84.4M -$1.42M -28,123 -2%

IGIB Hedge Fund Activity: Q1 2023 in Review

502 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2023, worth a combined $9.34B — down 8.8% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IGIB positions and 57 closed out — a net gain of 11 holders — while 172 added to existing stakes and 170 trimmed.

The largest buyer was Japan Science & Technology Agency, opening a new position worth an estimated $367M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $51.2M sold.

  • 502 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2023, down from 506 in Q4 2022.
  • Funds reported $9.34B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2023, down 8.8% quarter-over-quarter.
  • 68 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2023 and 57 closed out, a net change of +11 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2023 was Japan Science & Technology Agency, an estimated $367M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2023 was Susquehanna International Group, an estimated $51.2M sold.

Based on aggregated 13F filings for Q1 2023.