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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
MIH
551
Meitav Investment House
Israel
-$802K -15,422 Closed
BHPW
552
Beverly Hills Private Wealth
California
-$659K -12,678 Closed
Pictet Asset Management
553
Pictet Asset Management
Switzerland
-$624K -12,000 Closed
TD Asset Management
554
TD Asset Management
Ontario, Canada
-$624K -12,000 Closed
GWP
555
Gateway Wealth Partners
Wisconsin
-$582K -11,191 Closed
RA
556
RFG Advisory
Alabama
-$520K -9,993 Closed
CIR
557
Clear Investment Research
Georgia
-$419K -8,052 Closed
CA
558
Continuum Advisory
Idaho
-$407K -7,816 Closed
SG
559
StoneX Group
New York
-$349K -6,713 Closed
SFP
560
Shepherd Financial Partners
Massachusetts
-$320K -6,156 Closed
MFG
561
Merit Financial Group
Georgia
-$292K -5,617 Closed
WIA
562
World Investment Advisors
California
-$289K -5,561 Closed
CIBC World Market
563
CIBC World Market
Ontario, Canada
-$276K -5,304 Closed
RFO
564
RiverGlades Family Offices
Florida
-$267K -5,200 Closed
LAM
565
LifePro Asset Management
California
-$266K -5,120 Closed
SCG
566
Sonata Capital Group
Washington
-$265K -5,100 Closed
Tudor Investment Corp
567
Tudor Investment Corp
Connecticut
-$264K -5,076 Closed
CCP
568
Clarity Capital Partners
California
-$250K -4,811 Closed
ACM
569
Advisors Capital Management
New Jersey
-$237K -4,567 Closed
CBFP
570
Cedar Brook Financial Partners
Ohio
-$233K -4,494 Closed
SW
571
Simplicity Wealth
New Jersey
-$229K -4,405 Closed
IP
572
Ignite Planners
California
-$224K -4,338 Closed
BWCS
573
Beirne Wealth Consulting Services
Connecticut
-$214K -4,121 Closed
CFG
574
Citizens Financial Group
Rhode Island
-$210K -4,047 Closed
HFS
575
Heritage Financial Services
Massachusetts
-$209K -4,015 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.