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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
CFD
526
Creative Financial Designs
Indiana
$2.16K
CCMI
527
Creative Capital Management Investments
California
$1.45K +$1.44K +28 New
HI
528
Horizon Investments
North Carolina
$1.28K
CPG
529
Cornerstone Planning Group
New Jersey
$1.18K +$1.23K +24 New
FWP
530
FAS Wealth Partners
Kansas
$1.11K -$6.42K -125 -85%
CAM
531
Clarity Asset Management
Iowa
$1.03K
TFA
532
Transamerica Financial Advisors
Florida
$1K
HFS
533
Hantz Financial Services
Michigan
$1K +$1.39K +27 New
MG
534
Mather Group
Illinois
$780 +$771 +15 New
LFG
535
Larson Financial Group
Missouri
$722 -$32.5K -633 -98%
CWA
536
Carolina Wealth Advisors
South Carolina
$567
KFI
537
Key Financial Inc
Pennsylvania
$429
CAM
538
Creekmur Asset Management
Illinois
$258 +$257 +5 New
RS
539
Rakuten Securities
Japan
$52 +$51 +1 New
AWM
540
Atticus Wealth Management
Florida
$1
CMA
541
Cedar Mountain Advisors
Oregon
$1
SA
542
Scarborough Advisors
Maryland
-$28.7M -551,341 Closed
Citadel Advisors
543
Citadel Advisors
Florida
-$17M -327,510 Closed
CW
544
Connectus Wealth
Ohio
-$17M -326,859 Closed
IWA
545
Invera Wealth Advisors
Oregon
-$4.41M -84,826 Closed
FTUS
546
Flow Traders U.S.
New York
-$3.49M -67,173 Closed
Bank Julius Baer & Co
547
Bank Julius Baer & Co
Switzerland
-$2M -38,433 Closed
AI
548
Atria Investments
North Carolina
-$1.02M -19,620 Closed
DIA
549
Dana Investment Advisors
Wisconsin
-$937K -18,014 Closed
AWA
550
Arete Wealth Advisors
Illinois
-$819K -15,743 Closed

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.