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iShares 5-10 Year Investment Grade Corporate Bond ETF

536 hedge funds and large institutions have $10.3B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 228 increasing their positions, 175 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 175

0% more capital invested

Capital invested by funds: $10.3B → $10.3B (+$43.3M)

2% less funds holding in top 10

Funds holding in top 10: 4241 (-1)

3% less funds holding

Funds holding: 552536 (-16)

3.36% less ownership

Funds ownership: 83.39%80.03% (-3.4%)

11% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 56

Holders
536
Holders Change
-16
Holders Change %
-2.9%
% of All Funds
7.72%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.59%
New
50
Increased
228
Reduced
175
Closed
56
Calls
$1.94M
Puts
Net Calls
+$1.94M
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
226
Farther Finance Advisors
California
$1.52M -$604K -11,757 -28%
PAS
227
Park Avenue Securities
New York
$1.5M +$362K +7,046 +32%
HFP
228
Holistic Financial Partners
Indiana
$1.49M -$36.9K -717 -2%
GWM
229
GSB Wealth Management
Connecticut
$1.47M +$44.9K +874 +3%
TIA
230
Tiemann Investment Advisors
California
$1.45M -$36K -700 -2%
TPW
231
Transatlantique Private Wealth
New York
$1.44M +$1.14M +22,219 +389%
PFA
232
Pinnacle Family Advisors
Missouri
$1.4M -$74.4K -1,447 -5%
IFG
233
Independent Financial Group
California
$1.4M +$171K +3,336 +14%
BSB
234
Bangor Savings Bank
Maine
$1.39M -$785K -15,273 -36%
PFS
235
Prospera Financial Services
Texas
$1.33M -$287K -5,590 -18%
NCM
236
Northwest Capital Management
Oregon
$1.32M -$46K -895 -3%
Kayne Anderson Rudnick Investment Management
237
Kayne Anderson Rudnick Investment Management
California
$1.31M +$396K +7,704 +43%
BBWP
238
Beacon Bridge Wealth Partners
Pennsylvania
$1.31M -$296K -5,754 -18%
SIA
239
Strategic Investment Advisors
Michigan
$1.31M +$32.8K +638 +3%
SC
240
Savant Capital
Illinois
$1.28M +$114K +2,226 +10%
AIMU
241
Allianz Investment Management US
Minnesota
$1.27M -$1.26M -24,597 -50%
Barclays
242
Barclays
United Kingdom
$1.26M
PCM
243
Parsons Capital Management
Rhode Island
$1.25M -$34.5K -672 -3%
PWMG
244
Private Wealth Management Group
New Jersey
$1.24M +$321K +6,253 +35%
Luther King Capital Management (LKCM)
245
Luther King Capital Management (LKCM)
Texas
$1.23M
BIA
246
Bigelow Investment Advisors
Maine
$1.23M +$411K +8,004 +51%
LBC
247
Lowe Brockenbrough & Co
Virginia
$1.22M -$31.4K -610 -3%
AF
248
Allworth Financial
California
$1.22M -$495K -9,639 -29%
CIA
249
Concurrent Investment Advisors
Florida
$1.21M +$188K +3,653 +18%
AIP
250
Ameritas Investment Partners
Nebraska
$1.21M -$42.8K -833 -3%

IGIB Hedge Fund Activity: Q1 2024 in Review

536 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2024, worth a combined $10.3B — up 0.42% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IGIB and 50 opened new positions — a net loss of 6 holders — while 175 trimmed existing stakes and 228 added.

The largest buyer was Financial Engines Advisors, adding an estimated $126M. The largest seller was Goldman Sachs, cutting an estimated $203M.

  • 536 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2024, down from 552 in Q4 2023.
  • Funds reported $10.3B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2024, up 0.42% quarter-over-quarter.
  • 50 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2024 and 56 closed out, a net change of -6 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2024 was Financial Engines Advisors, an estimated $126M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2024 was Goldman Sachs, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2024.