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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
Franklin Resources
26
Franklin Resources
California
$81M +$1.76M +34,330 +2%
KFAA
27
Klaas Financial Asset Advisors
Illinois
$72.3M +$1.23M +23,928 +2%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65.9M +$2.48M +48,323 +4%
AIM
29
Acropolis Investment Management
Missouri
$61.6M +$2.81M +54,766 +5%
KeyBank National Association
30
KeyBank National Association
Ohio
$60M +$1.94M +37,775 +3%
JP Morgan Chase
31
JP Morgan Chase
New York
$59.9M -$14.9M -289,647 -20%
Stifel Financial
32
Stifel Financial
Missouri
$55.5M -$712K -13,844 -1%
HTC
33
Haverford Trust Company
Pennsylvania
$54.8M +$2.56M +49,816 +5%
LPL Financial
34
LPL Financial
California
$53.5M -$15M -290,914 -22%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$52.8M -$10.7M -208,090 -17%
GG
36
Greenwood Gearhart
Arkansas
$52.1M +$909K +17,680 +2%
AIA
37
Ally Invest Advisors
North Carolina
$43.5M +$763K +14,852 +2%
Truist Financial
38
Truist Financial
North Carolina
$40.5M -$4.29M -83,443 -10%
AFIMH
39
American Family Insurance Mutual Holding
Wisconsin
$38.8M
State Farm Mutual Automobile Insurance
40
State Farm Mutual Automobile Insurance
Illinois
$35.1M
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$34.5M +$7.71M +149,931 +29%
TPCW
42
TD Private Client Wealth
New York
$34M +$6.96M +135,350 +26%
DW
43
Dodds Wealth
Colorado
$34M +$4.56M +88,721 +16%
ST
44
Sabal Trust
Florida
$33.1M +$337K +6,553 +1%
BB
45
Busey Bank
Illinois
$27.4M -$1.9M -36,972 -7%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$26.3M +$1M +19,487 +4%
PG
47
Proffitt & Goodson
Tennessee
$24.8M -$42.2K -822 -0.2%
PJSIMP
48
P.J. Schmidt Investment Management (PJS)
Wisconsin
$24.4M +$1.55M +30,152 +7%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$24.3M -$991K -19,281 -4%
AFG
50
Albion Financial Group
Utah
$24M +$978K +19,037 +4%

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.