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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
SSG
576
Summit Securities Group
New York
-$128K -2,499 -100%
AC
577
AlphaCore Capital
California
-$110K -2,111 Closed
NRC
578
New Republic Capital
North Carolina
-$77.4K -1,488 Closed
KA
579
Kozak & Associates
Colorado
-$67K -1,300 Closed
RFA
580
Resurgent Financial Advisors
Georgia
-$43K -826 Closed
FA
581
Faithward Advisors
Pennsylvania
-$42.3K -824 Closed
GWANC
582
Guardian Wealth Advisors (North Carolina)
North Carolina
-$33.2K -638 Closed
MSWM
583
McGlone Suttner Wealth Management
Wisconsin
-$31.2K -600 Closed
MFT
584
Moisand Fitzgerald Tamayo
Florida
-$26.1K -501 Closed
TVAMP
585
Tennessee Valley Asset Management Partners
Tennessee
-$20.9K -402 Closed
MBFW
586
Morton Brown Family Wealth
Pennsylvania
-$16K -308 Closed
CAM
587
Costello Asset Management
Pennsylvania
-$9.98K -192 Closed
FCAS
588
First Command Advisory Services
Texas
-$7.33K -141 Closed
GWMIA
589
Global Wealth Management Investment Advisory
Florida
-$7.28K -140 Closed
BCM
590
Bourgeon Capital Management
Connecticut
-$6.76K -130 Closed
CAM
591
Chesapeake Asset Management
New York
-$5.3K -102 Closed
TRCT
592
Tower Research Capital (TRC)
New York
-$4.73K -91 Closed
FIM
593
FWL Investment Management
Texas
-$3.9K -75 Closed
ODG
594
O'Dell Group
Ohio
-$3.02K -58 Closed
TFG
595
Team Financial Group
California
-$3.02K -58 Closed
ASBI
596
American State Bank (Iowa)
Iowa
-$2.91K -56 Closed
DAM
597
Delta Asset Management
Tennessee
-$2.6K -50 Closed
CI
598
Cordant Inc
Oregon
-$2.44K -47 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.