iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
552 hedge funds and large institutions have $10.1B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 191 increasing their positions, 199 reducing their positions, and 53 closing their positions.
6,224% more call options, than puts
Call options by funds: $3.92M | Put options by funds: $62K
87% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 53
14% more capital invested
Capital invested by funds: $8.82B → $10.1B (+$1.24B)
7% more funds holding
Funds holding: 517 → 552 (+35)
2% more funds holding in top 10
Funds holding in top 10: 41 → 42 (+1)
1.69% more ownership
Funds ownership: 80.16% → 81.85% (+1.7%)
4% less repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 199
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
+$215M |
| 2 |
Goldman Sachs
New York
|
+$192M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$53.7M |
| 4 |
AssetMark Inc
Concord,
California
|
+$46.7M |
| 5 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
+$33.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$66.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$44.2M |
| 3 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$36.1M |
| 4 |
Morgan Stanley
New York
|
-$20.8M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$17.7M |
IGIB Hedge Fund Activity: Q4 2023 in Review
552 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2023, worth a combined $10.1B — up 14% from $8.82B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new IGIB positions and 53 closed out — a net gain of 46 holders — while 191 added to existing stakes and 199 trimmed.
The largest buyer was Prudential plc, adding an estimated $215M. The largest seller was United Capital Financial Advisors, cutting an estimated $66.3M.
- 552 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2023, up from 517 in Q3 2023.
- Funds reported $10.1B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 99 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2023 and 53 closed out, a net change of +46 holders.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2023 was Prudential plc, an estimated $215M added.
- The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $66.3M sold.
Based on aggregated 13F filings for Q4 2023.