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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
EH
426
Equitable Holdings
New York
$213K +$11.9K +232 +6%
JFL
427
Jarislowsky, Fraser Ltd
Quebec, Canada
$211K
FF
428
Farrell Financial
New York
$211K +$210K +4,090 New
LFS
429
Lutz Financial Services
Nebraska
$210K -$43.9K -855 -17%
GWM
430
GDS Wealth Management
Texas
$207K -$15.2K -296 -7%
RFC
431
Regions Financial Corp
Alabama
$205K
PFBT
432
Parkside Financial Bank & Trust
Missouri
$203K +$5.91K +115 +3%
CCA
433
Clearwater Capital Advisors
Illinois
$200K -$617 -12 -0.3%
HNB
434
Huntington National Bank
Ohio
$194K
WB
435
Webster Bank
Connecticut
$186K
TCM
436
TD Capital Management
Tennessee
$174K +$26.5K +516 +18%
NP
437
NorthRock Partners
Minnesota
$173K -$20.7K -403 -11%
ITIM
438
Indiana Trust & Investment Management
Indiana
$169K
EWA
439
EverSource Wealth Advisors
Alabama
$167K -$10.2K -199 -6%
CB
440
CNB Bank
Pennsylvania
$167K +$86.7K +1,687 +109%
HGERS
441
Householder Group Estate & Retirement Specialist
Arizona
$134K -$9.71K -189 -7%
TSWM
442
Tyler-Stone Wealth Management
Ohio
$131K +$617 +12 +0.5%
NS
443
NBC Securities
Alabama
$129K -$20.5K -399 -14%
BSWA
444
Bromfield Sneider Wealth Advisors
Massachusetts
$125K
HDIM
445
Hanson & Doremus Investment Management
Vermont
$123K +$103 +2 +0.1%
PTC
446
Private Trust Company
Ohio
$118K -$3.44K -67 -3%
GWM
447
Geneos Wealth Management
Colorado
$112K -$65.1K -1,266 -37%
PS
448
Principal Securities
Iowa
$107K +$60.5K +1,178 +132%
S
449
Sachetta
Massachusetts
$104K
FCA
450
FinTrust Capital Advisors
South Carolina
$98.1K -$92.5K -1,800 -49%

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.