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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
JAM
476
JCIC Asset Management
Ontario, Canada
$32K
SOS
477
Silver Oak Securities
Tennessee
$31.3K -$30K -584 -49%
HIIFS
478
Harel Insurance Investments & Financial Services
Israel
$30K -$442K -8,598 -94%
CPA
479
Cardiff Park Advisors
California
$29.4K
William Blair & Company
480
William Blair & Company
Illinois
$27.5K
CB
481
Community Bank
New York
$25.6K
HCA
482
Heck Capital Advisors
Wisconsin
$24.5K +$206 +4 +0.8%
SWA
483
SOA Wealth Advisors
New York
$24.3K +$154 +3 +0.6%
USB
484
Union Savings Bank
Connecticut
$23.2K
CSC
485
Caldwell Sutter Capital
California
$22.4K -$14.9K -290 -40%
WA
486
WestEnd Advisors
North Carolina
$22.1K +$206 +4 +0.9%
MAM
487
MMA Asset Management
Pennsylvania
$19.6K +$19.5K +379 New
NL
488
NEPC LLC
Massachusetts
$19.5K
PA
489
Parallel Advisors
California
$17.9K -$24.2K -470 -58%
ACA
490
Aptus Capital Advisors
Alabama
$17.3K -$15.5K -302 -47%
CTA
491
Colonial Trust Advisors
South Carolina
$17K
FF
492
Friedenthal Financial
New Jersey
$17K
IA
493
IFP Advisors
Florida
$16.2K -$1.65K -32 -9%
OSAM
494
O'Shaughnessy Asset Management
Connecticut
$15.7K +$15.6K +304 New
POIA
495
Pin Oak Investment Advisors
Texas
$15K
FWM
496
FSA Wealth Management
Massachusetts
$13.3K
AIC
497
Archer Investment Corporation
Indiana
$11.4K +$51 +1 +0.5%
SIS
498
Sound Income Strategies
Florida
$11.4K -$32.1K -625 -74%
VWM
499
Venturi Wealth Management
Texas
$11.2K -$32K -622 -74%
TCA
500
Trifecta Capital Advisors
Illinois
$11K +$11K +214 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.