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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
BHWM
451
Beaird Harris Wealth Management
Texas
$94K
RPCA
452
Running Point Capital Advisors
California
$93.7K -$50.4K -981 -35%
CTC
453
Central Trust Company
Missouri
$91.9K +$14.8K +288 +19%
ANBT
454
American National Bank & Trust
Texas
$90.5K +$90.1K +1,753 New
SRCM
455
Signature Resources Capital Management
California
$86.6K
GM
456
GeoWealth Management
Illinois
$86.4K +$7.92K +154 +10%
PB
457
Pinnacle Bancorp
Nebraska
$75.9K
MFC
458
Mechanics Financial Corp
Ohio
$68.3K
AFWM
459
Abich Financial Wealth Management
Virginia
$65.9K +$65.7K +1,278 New
CA
460
Clearstead Advisors
Ohio
$63.4K +$49.9K +971 +349%
CFO
461
CVA Family Office
Colorado
$61.7K
FFA
462
Founders Financial Alliance
North Carolina
$61.7K +$30.1K +585 +96%
HR
463
Howe & Rusling
New York
$59.3K +$40.4K +787 +217%
PVH
464
Psagot Value Holdings
Israel
$58K +$58K +1,129 New
TWC
465
TD Waterhouse Canada
Ontario, Canada
$53K +$39.3K +765 New
BCV
466
Banque Cantonale Vaudoise
Switzerland
$52K -$10.3K -200 -17%
EWM
467
EPG Wealth Management
Georgia
$45.3K +$51 +1 +0.1%
GJIA
468
Glass Jacobson Investment Advisors
Maryland
$43.9K +$154 +3 +0.4%
EW
469
Element Wealth
Mississippi
$41.2K +$103 +2 +0.3%
WIC
470
Woodmont Investment Counsel
Tennessee
$39K +$38.8K +755 New
GWSG
471
GPS Wealth Strategies Group
Colorado
$37.4K +$29.8K +580 +400%
RFG
472
REAP Financial Group
Texas
$36.4K +$257 +5 +0.7%
VWWMG
473
Vermillion & White Wealth Management Group
Pennsylvania
$35.6K
AWM
474
AllSquare Wealth Management
New York
$33.5K
WWP
475
WR Wealth Planners
Missouri
$32.4K +$32.2K +627 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.