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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
PMG
51
ProVise Management Group
Florida
$22.1M +$2.12M +41,236 +11%
AFG
52
Arkansas Financial Group
Arkansas
$22.1M -$902K -17,559 -4%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$22M +$21.6M +420,972 +7,287%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$20.8M +$860K +16,726 +4%
PCIA
55
Prime Capital Investment Advisors
Kansas
$20.7M +$7.37M +143,374 +56%
LG
56
Leuthold Group
Minnesota
$20.2M +$6.53M +127,127 +48%
BP
57
BCK Partners
New York
$19.1M +$730K +14,213 +4%
AAS
58
Avantax Advisory Services
Texas
$18.7M +$8.49M +165,259 +84%
FFM
59
Flagstone Financial Management
Nebraska
$18.6M +$18.5M +360,579 New
FPGK
60
Financial Partners Group (Kansas)
Kansas
$18.1M +$3.08M +59,967 +21%
GL
61
Graypoint LLC
New York
$17.6M +$4.94M +96,140 +39%
Mitsubishi UFJ Trust & Banking
62
Mitsubishi UFJ Trust & Banking
Japan
$17.4M
Capstone Investment Advisors
63
Capstone Investment Advisors
New York
$16.3M +$1.43M +27,900 +10%
Legacy Financial Group (Iowa)
64
Legacy Financial Group (Iowa)
Iowa
$16.2M +$15M +291,277 +1,321%
B
65
Birchbrook
Maine
$16M +$2.73M +53,096 +21%
Deutsche Bank
66
Deutsche Bank
Germany
$16M
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$15.7M +$4.65M +90,431 +42%
BHWM
68
Bar Harbor Wealth Management
New Hampshire
$15.7M -$1.66M -32,270 -10%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$15.6M -$1.67M -32,411 -10%
CPSC
70
Carl P. Sherr & Co
Massachusetts
$15.3M +$250K +4,869 +2%
ACA
71
Anchor Capital Advisors
Massachusetts
$15.2M +$4.61M +89,775 +44%
NC
72
NewSquare Capital
Pennsylvania
$15.1M -$168K -3,260 -1%
Mariner
73
Mariner
Kansas
$15M +$2.13M +41,458 +17%
RC
74
Roundview Capital
New Jersey
$14.9M +$2.36M +45,941 +19%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$13.7M +$8.12M +158,062 +147%

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.