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iShares 5-10 Year Investment Grade Corporate Bond ETF

518 hedge funds and large institutions have $8.82B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 195 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,333% more call options, than puts

Call options by funds: $1.53M | Put options by funds: $63K

10% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 178

7% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 54

1% less ownership

Funds ownership: 81.16%80.16% (-1%)

1% less funds holding

Funds holding: 525518 (-7)

6% less capital invested

Capital invested by funds: $9.41B → $8.82B (-$586M)

7% less funds holding in top 10

Funds holding in top 10: 4441 (-3)

Holders
518
Holders Change
-7
Holders Change %
-1.33%
% of All Funds
8.22%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.65%
New
58
Increased
195
Reduced
178
Closed
54
Calls
$1.53M
Puts
$63K
Net Calls
+$1.47M
Net Calls Change
+$523K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.29B +$138M +2,776,987 +6%
JSTA
2
Japan Science & Technology Agency
Japan
$352M
Charles Schwab
3
Charles Schwab
California
$323M +$157M +3,157,742 +91%
Northern Trust
4
Northern Trust
Illinois
$322M -$2.73M -54,903 -0.8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$279M -$116M -2,334,145 -29%
Goldman Sachs
6
Goldman Sachs
New York
$260M +$24.5M +492,675 +10%
AC
7
Allstate Corporation
Illinois
$248M +$46.2M +927,321 +22%
Bank of America
8
Bank of America
North Carolina
$232M -$54M -1,084,899 -19%
Morgan Stanley
9
Morgan Stanley
New York
$198M +$15.4M +309,227 +8%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$183M +$30.4M +609,654 +19%
Ameriprise
11
Ameriprise
Minnesota
$178M +$4.87M +97,724 +3%
PP
12
Prudential plc
United Kingdom
$174M +$1.85M +37,145 +1%
US Bancorp
13
US Bancorp
Minnesota
$174M +$3.02M +60,730 +2%
UCFA
14
United Capital Financial Advisors
Texas
$165M -$92.6M -1,859,368 -35%
MMI
15
Matson Money Inc
Ohio
$164M +$5.19M +104,172 +3%
AssetMark Inc
16
AssetMark Inc
California
$148M -$63.9M -1,283,727 -30%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$134M -$2.76M -55,482 -2%
Wells Fargo
18
Wells Fargo
California
$130M +$5M +100,383 +4%
UBS Group
19
UBS Group
Switzerland
$128M +$15.1M +304,117 +13%
OCM
20
One Capital Management
California
$128M +$24.3M +487,402 +23%
BlackRock
21
BlackRock
New York
$123M -$41.8M -839,908 -25%
GI
22
Gradient Investments
Minnesota
$98M +$1.6M +32,097 +2%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$90.9M -$870K -17,478 -0.9%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$90.8M +$50.3M +1,010,656 +118%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$77.4M -$4.52M -90,848 -5%

IGIB Hedge Fund Activity: Q3 2023 in Review

518 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2023, worth a combined $8.82B — down 6.2% from $9.41B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IGIB positions and 54 closed out — a net gain of 4 holders — while 195 added to existing stakes and 178 trimmed.

The largest buyer was Charles Schwab, adding an estimated $157M. The largest seller was Meiji Yasuda Life Insurance, exiting entirely with an estimated $393M sold.

  • 518 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2023, down from 525 in Q2 2023.
  • Funds reported $8.82B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2023, down 6.2% quarter-over-quarter.
  • 58 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2023 and 54 closed out, a net change of +4 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2023 was Charles Schwab, an estimated $157M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2023 was Meiji Yasuda Life Insurance, an estimated $393M sold.

Based on aggregated 13F filings for Q3 2023.