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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
HPC
276
HM Payson & Co
Maine
$826K
KP
277
Keel Point
Alabama
$824K +$101K +1,970 +14%
GIC
278
GFI Investment Counsel
Ontario, Canada
$808K
HCM
279
Hengehold Capital Management
Ohio
$808K +$22K +428 +3%
SIMC
280
Squire Investment Management Company
Utah
$804K +$120K +2,330 +18%
DSC
281
Duncker Streett & Co
Missouri
$776K -$30.1K -586 -4%
HIS
282
Horizon Investment Services
Indiana
$761K +$10.3K +200 +1%
HCP
283
Hexagon Capital Partners
Arkansas
$758K +$221K +4,307 +41%
FPAS
284
Focus Partners Advisor Solutions
Missouri
$742K -$122K -2,372 -14%
FHA
285
First Horizon Advisors
Tennessee
$727K -$170K -3,308 -19%
MSS
286
Mitchell Sinkler & Starr
Pennsylvania
$723K -$59.1K -1,150 -8%
BWAM
287
Boyd Watterson Asset Management
Ohio
$707K -$12.3K -240 -2%
CM
288
Columbus Macro
Pennsylvania
$703K +$18.5K +359 +3%
CFGS
289
Concourse Financial Group Securities
Alabama
$701K -$87K -1,693 -11%
EAM
290
Eagle Asset Management
Florida
$687K +$91.8K +1,787 +15%
MPWT
291
MassMutual Private Wealth & Trust
Connecticut
$668K +$22.7K +442 +4%
VC
292
Vicus Capital
Pennsylvania
$665K +$22.3K +434 +3%
RIA
293
Realta Investment Advisors
Delaware
$659K -$1.59K -31 -0.2%
B
294
Bellecapital
Switzerland
$658K
KIG
295
Kowal Investment Group
Wisconsin
$656K -$758K -14,744 -54%
HA
296
Herold Advisors
New York
$648K -$94.7K -1,842 -13%
AWM
297
Apollon Wealth Management
South Carolina
$641K -$88.5K -1,722 -12%
TFP
298
Tilia Fiduciary Partners
North Carolina
$637K +$154K +2,996 +32%
WA
299
Waverly Advisors
Alabama
$637K +$635K +12,346 New
CICC
300
Capital Investment Counsel (Colorado)
Colorado
$633K +$268K +5,224 +74%

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.