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iShares 5-10 Year Investment Grade Corporate Bond ETF

525 hedge funds and large institutions have $9.41B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 197 increasing their positions, 177 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $621K

90% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 29

11% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 177

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

5% more funds holding

Funds holding: 502525 (+23)

1% more capital invested

Capital invested by funds: $9.34B → $9.41B (+$71.5M)

0.64% less ownership

Funds ownership: 81.8%81.16% (-0.64%)

Holders
525
Holders Change
+23
Holders Change %
+4.58%
% of All Funds
8.24%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.69%
New
55
Increased
197
Reduced
177
Closed
29
Calls
$1.57M
Puts
$621K
Net Calls
+$947K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.24B +$122M +2,394,162 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$408M +$1.29M +25,476 +0.3%
MYLI
3
Meiji Yasuda Life Insurance
Japan
$393M
JSTA
4
Japan Science & Technology Agency
Japan
$366M
Northern Trust
5
Northern Trust
Illinois
$337M +$18M +353,405 +6%
Bank of America
6
Bank of America
North Carolina
$296M +$46.1M +907,838 +18%
UCFA
7
United Capital Financial Advisors
Texas
$265M -$6.64M -130,683 -2%
Goldman Sachs
8
Goldman Sachs
New York
$245M -$14.9M -293,704 -6%
AssetMark Inc
9
AssetMark Inc
California
$219M +$12.5M +246,371 +6%
AC
10
Allstate Corporation
Illinois
$211M +$32.8M +645,502 +18%
Morgan Stanley
11
Morgan Stanley
New York
$190M +$29.1M +572,685 +18%
Ameriprise
12
Ameriprise
Minnesota
$180M +$16.4M +321,825 +10%
PP
13
Prudential plc
United Kingdom
$179M -$246M -4,848,254 -58%
US Bancorp
14
US Bancorp
Minnesota
$178M +$1.89M +37,206 +1%
Charles Schwab
15
Charles Schwab
California
$176M +$2.28M +44,787 +1%
BlackRock
16
BlackRock
New York
$170M +$18.3M +360,077 +12%
MMI
17
Matson Money Inc
Ohio
$165M -$800K -15,737 -0.5%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$159M -$7.26M -142,882 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$142M -$6.54M -128,683 -4%
Wells Fargo
20
Wells Fargo
California
$130M +$10M +196,886 +8%
UBS Group
21
UBS Group
Switzerland
$117M +$17.3M +341,176 +17%
OCM
22
One Capital Management
California
$108M +$18.5M +364,815 +21%
GI
23
Gradient Investments
Minnesota
$100M -$23.7M -466,896 -19%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$95.4M -$3.54M -69,658 -4%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$85M +$85.5M +1,681,584 New

IGIB Hedge Fund Activity: Q2 2023 in Review

525 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2023, worth a combined $9.41B — up 0.77% from $9.34B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IGIB positions and 29 closed out — a net gain of 26 holders — while 197 added to existing stakes and 177 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $122M. The largest seller was Prudential plc, cutting an estimated $246M.

  • 525 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2023, up from 502 in Q1 2023.
  • Funds reported $9.41B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2023, up 0.77% quarter-over-quarter.
  • 55 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2023 and 29 closed out, a net change of +26 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2023 was Financial Engines Advisors, an estimated $122M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2023 was Prudential plc, an estimated $246M sold.

Based on aggregated 13F filings for Q2 2023.