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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
LNB
401
Ledyard National Bank
$252K
TPA
402
Trivium Point Advisory
Connecticut
$250K
ECA
403
Elevated Capital Advisors
Utah
$250K -$40.2K -782 -14%
BCA
404
Bay Colony Advisors
Massachusetts
$246K +$245K +4,771 New
HIC
405
Hartline Investment Corp
Illinois
$246K +$245K +4,771 New
WDC
406
Woodward Diversified Capital
California
$243K -$50.7K -986 -17%
LFAS
407
Level Four Advisory Services
Texas
$241K
CAG
408
Csenge Advisory Group
Florida
$238K +$308 +6 +0.1%
WQ
409
Wealth Quarterback
New Jersey
$237K -$7.09K -138 -3%
RFM
410
Royal Fund Management
Florida
$236K +$235K +4,568 New
PA
411
PFG Advisors
Arizona
$235K -$30.1K -586 -11%
FIA
412
Foundations Investment Advisors
Arizona
$235K +$234K +4,556 New
EWM
413
Empirical Wealth Management
Washington
$234K -$13.5K -263 -5%
AWM
414
AE Wealth Management
Kansas
$234K -$4.81M -93,635 -95%
TC
415
TownSquare Capital
Utah
$230K +$230K +4,466 New
FWIA
416
Fort Washington Investment Advisors
Ohio
$227K
SSB
417
Sandy Spring Bank
Maryland
$227K +$4.93K +96 +2%
AWA
418
Arkadios Wealth Advisors
Georgia
$227K +$5.55K +108 +3%
AIM
419
Alhambra Investment Management
Florida
$226K -$3.8K -74 -2%
BRWA
420
B. Riley Wealth Advisors
Florida
$226K +$6.37K +124 +3%
VAG
421
VisionPoint Advisory Group
Texas
$218K -$212K -4,132 -49%
TC
422
Trilogy Capital
California
$218K -$7.2K -140 -3%
SFA
423
Sequoia Financial Advisors
Ohio
$217K +$216K +4,203 New
FGAM
424
Financial Gravity Asset Management
Texas
$215K +$209K +4,065 +4,324%
NWA
425
New World Advisors
Massachusetts
$214K +$214K +4,155 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.