We are live on ! Find out more
IGIB icon

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
LCGC
301
Legacy Capital Group California
California
$624K -$55.4K -1,078 -8%
HP
302
Hilltop Partners
Indiana
$622K
CCB
303
Country Club Bank
Missouri
$621K -$76.8K -1,495 -11%
VNIM
304
Vaughan Nelson Investment Management
Texas
$612K +$34.7K +675 +6%
EFN
305
Equita Financial Network
Pennsylvania
$599K
HPM
306
Hoxton Planning & Management
West Virginia
$581K +$22K +428 +4%
AWM
307
Avior Wealth Management
Nebraska
$567K -$74.9K -1,457 -12%
FSC
308
Full Sail Capital
Oklahoma
$564K +$411 +8 +0.1%
FCM
309
Fortis Capital Management
Washington
$558K +$3.85K +75 +0.7%
WAS
310
Wealth Advisory Solutions
Indiana
$557K -$15.7K -305 -3%
SB
311
Simmons Bank
Arkansas
$553K
FA
312
Flagstar Advisors
New York
$548K +$6.63K +129 +1%
BFEC
313
Benjamin F. Edwards & Company
Missouri
$539K -$26.5K -516 -5%
FWA
314
FOCUS Wealth Advisors
Texas
$538K
WPC
315
White Pine Capital
Minnesota
$517K -$256K -4,975 -33%
NA
316
Nottingham Advisors
New York
$516K
IWC
317
Integrated Wealth Concepts
Massachusetts
$514K -$441K -8,586 -46%
CL
318
Choreo LLC
Illinois
$511K -$4.83K -94 -0.9%
TCA
319
Transcend Capital Advisors
New Jersey
$508K -$12.3K -239 -2%
SWM
320
Seed Wealth Management
Illinois
$507K -$144K -2,795 -22%
HH
321
Hilltop Holdings
Texas
$489K +$82.5K +1,605 +20%
MAWAG
322
Mid-American Wealth Advisory Group
Missouri
$487K -$226K -4,401 -32%
EIG
323
Ellenbecker Investment Group
Wisconsin
$468K -$11.8K -230 -2%
SFO
324
Stokes Family Office
Louisiana
$461K
CW
325
Channel Wealth
California
$453K +$452K +8,786 New

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.