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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
DPI
251
Diversified Portfolios Inc
Michigan
$1.2M +$111K +2,155 +10%
ESL
252
Endurance Services Ltd
New York
$1.19M
LWA
253
Lineweaver Wealth Advisors
Ohio
$1.14M -$101K -1,966 -8%
SAS
254
Stelac Advisory Services
New York
$1.14M
VFPW
255
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.14M +$18.7K +364 +2%
DAS
256
Dynamic Advisor Solutions
Arizona
$1.13M +$459K +8,936 +69%
AWM
257
Adams Wealth Management
Utah
$1.11M +$45.9K +894 +4%
4WM
258
4J Wealth Management
Virginia
$1.1M -$106K -2,061 -9%
RL
259
Retireful LLC
Michigan
$1.1M +$206K +4,011 +23%
CAL
260
Capital Analysts LLC
Pennsylvania
$1.09M +$150K +2,928 +16%
PCA
261
Peddock Capital Advisors
Massachusetts
$1.09M -$2.57K -50 -0.2%
CSPIA
262
Cary Street Partners Investment Advisory
Virginia
$1.03M +$18.8K +366 +2%
AWM
263
Axxcess Wealth Management
California
$1.03M -$780K -15,173 -43%
DLCIG
264
D.L. Carlson Investment Group
New Hampshire
$1.03M -$13.5K -263 -1%
BCM
265
Boltwood Capital Management
California
$1.02M +$22.1K +430 +2%
AF
266
Advisornet Financial
Minnesota
$995K -$76.8K -1,494 -7%
SFS
267
Sowell Financial Services
Arkansas
$987K +$136K +2,645 +16%
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$964K -$391K -7,612 -29%
DIA
269
Davidson Investment Advisors
Montana
$948K +$4.47K +87 +0.5%
WA
270
Wambolt & Associates
Colorado
$906K +$282K +5,482 +45%
WFAG
271
Wescott Financial Advisory Group
Pennsylvania
$904K -$5.65K -110 -0.6%
AWA
272
Archvest Wealth Advisors
California
$896K +$102K +1,979 +13%
BCM
273
Brookstone Capital Management
Illinois
$874K -$201K -3,916 -19%
MIFH
274
Migdal Insurance & Financial Holdings
Israel
$843K +$809K +15,738 +2,601%
NAM
275
NTV Asset Management
West Virginia
$841K -$92.5K -1,800 -10%

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.