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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
SWM
376
Spire Wealth Management
Virginia
$300K
AA
377
Apriem Advisors
California
$300K +$977 +19 +0.3%
NFG
378
Nations Financial Group
Iowa
$297K +$1.34K +26 +0.5%
CFB
379
Cullen/Frost Bankers
Texas
$297K
BB
380
Berkshire Bank
Massachusetts
$296K
FCH
381
Freestone Capital Holdings
Washington
$296K +$88.9K +1,729 +43%
BFW
382
Brady Family Wealth
Missouri
$288K -$12.2K -237 -4%
Squarepoint
383
Squarepoint
New York
$288K +$287K +5,576 New
FA
384
Fiduciary Alliance
South Carolina
$286K +$1.85K +36 +0.6%
AG
385
Ascent Group
Virginia
$284K -$64K -1,245 -18%
SWM
386
Seaside Wealth Management
California
$281K
WMA
387
West Michigan Advisors
Michigan
$274K +$59.5K +1,158 +28%
RW
388
Rede Wealth
Virginia
$274K +$52.2K +1,016 +24%
EWA
389
EP Wealth Advisors
California
$273K -$10.2K -198 -4%
OIA
390
OneDigital Investment Advisors
Kansas
$268K +$2.06K +40 +0.8%
PWM
391
Perigon Wealth Management
California
$264K
SSWM
392
Sheets Smith Wealth Management
North Carolina
$263K +$5.14K +100 +2%
CSIA
393
Charles Schwab Investment Advisory
California
$261K +$257 +5 +0.1%
AWA
394
Acorn Wealth Advisors
Michigan
$260K
CC
395
Courier Capital
New York
$260K
IAIM
396
International Assets Investment Management
Florida
$260K -$162K -3,145 -38%
EAM
397
Evanson Asset Management
California
$259K
CIS
398
Custom Index Systems
New York
$258K -$1.03M -20,000 -80%
WS
399
Wedbush Securities
California
$256K -$167K -3,256 -40%
MWM
400
Meridian Wealth Management
Kentucky
$253K -$44.8K -872 -15%

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.