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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
LWANC
501
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.3K
TCOV
502
Trust Company of Vermont
Vermont
$10.3K +$10.3K +200 New
RFS
503
Richardson Financial Services
Massachusetts
$9.6K +$9.56K +186 New
CHC
504
City Holding Co
West Virginia
$8.77K
RF
505
Robinswood Financial
Washington
$8.63K
IPW
506
Impact Partnership Wealth
Georgia
$7.89K -$16.8K -327 -68%
SWM
507
Sugarloaf Wealth Management
Georgia
$7.56K +$51 +1 +0.7%
VCM
508
Viewpoint Capital Management
Washington
$7.33K
MLA
509
MB, Levis & Associates
Pennsylvania
$6.81K
PP
510
Pingora Partners
Wyoming
$6.81K +$6.78K +132 New
BBHC
511
Brown Brothers Harriman & Co
New York
$6.19K
IRC
512
Investors Research Corp
Georgia
$6.19K +$1.23K +24 +25%
RG
513
Retirement Group
California
$6.04K
HB
514
Horizon Bancorp
Indiana
$6K -$2.06K -40 -27%
MIA
515
MeadowBrook Investment Advisors
Michigan
$5.68K
BCMLT
516
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.62K
SC
517
Stephens Consulting
Michigan
$4.95K +$4.93K +96 New
GEA
518
Glen Eagle Advisors
New Jersey
$4.9K
CIAS
519
Capital Investment Advisory Services
North Carolina
$4.44K
SN
520
Sittner & Nelson
Oregon
$4.13K +$4.11K +80 New
CT
521
Cambridge Trust
Massachusetts
$3.51K
TAM
522
Tucker Asset Management
Colorado
$3.35K
MHR
523
Matthew Hamilton Rosenberg
$2.91K
PO
524
Private Ocean
California
$2.53K
ACM
525
Anfield Capital Management
California
$2.17K +$2.16K +42 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.