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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
FWP
351
Falcon Wealth Planning
California
$363K +$19.5K +380 +6%
WTC
352
WhitTier Trust Company
Nevada
$360K
FA
353
FC Advisory
Pennsylvania
$359K +$9.4K +183 +3%
YIA
354
YHB Investment Advisors
Connecticut
$348K +$135K +2,630 +64%
MPW
355
MGO Private Wealth
California
$347K -$19.4K -377 -5%
CPRC
356
Consolidated Portfolio Review Corp
New York
$342K -$30.2K -588 -8%
PI
357
PFG Investments
New York
$342K +$341K +6,636 New
PCMC
358
Paragon Capital Management (Colorado)
Colorado
$334K
PAG
359
Paladin Advisory Group
Iowa
$334K +$57.9K +1,126 +21%
CAG
360
Crestwood Advisors Group
Massachusetts
$334K
OWP
361
Obermeyer Wealth Partners
Colorado
$331K
LF
362
Lee Financial
Texas
$327K
TIAA Trust, National Association
363
TIAA Trust, National Association
North Carolina
$325K +$324K +6,303 New
KAS
364
KPP Advisory Services
Kentucky
$321K +$316K +6,139 New
HI
365
Harbour Investments
Wisconsin
$320K +$160K +3,108 +100%
AA
366
Ancora Advisors
Ohio
$318K +$17.4K +338 +6%
HA
367
Hofer & Associates
California
$317K -$11K -214 -3%
PIA
368
Panoramic Investment Advisors
Colorado
$315K +$1.85K +36 +0.6%
MM
369
Meridian Management
Arkansas
$315K +$103 +2 +0%
CCG
370
Ceeto Capital Group
Florida
$310K
SCA
371
Snowden Capital Advisors
New York
$307K +$23.9K +465 +9%
PWW
372
Pettyjohn Wood & White
Virginia
$306K -$15.4K -300 -5%
AWM
373
Accurate Wealth Management
Florida
$304K -$343K -6,679 -52%
MF
374
Meridian Financial
Massachusetts
$304K +$302K +5,882 New
IWM
375
IHT Wealth Management
Illinois
$302K -$172K -3,345 -36%

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.