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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
AWE
76
Avidian Wealth Enterprises
Texas
$13.3M +$10.7M +208,559 +428%
BP
77
BNP Paribas
France
$13M +$13M +252,563 New
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$13M +$995K +19,363 +8%
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$12.6M +$12.7M +246,741 New
MML Investors Services
80
MML Investors Services
Massachusetts
$12.5M +$2.82M +54,855 +29%
HW
81
Hancock Whitney
Mississippi
$12.5M +$1.26M +24,461 +11%
SWP
82
Summit Wealth Partners
Florida
$12.2M +$445K +8,668 +4%
GGS
83
Galvin Gaustad & Stein
Arizona
$11.8M -$205K -3,997 -2%
DIP
84
DT Investment Partners
Pennsylvania
$11.4M +$184K +3,586 +2%
DWM
85
Dakota Wealth Management
Florida
$11.2M +$4.32M +84,092 +63%
MFG
86
Mendota Financial Group
Wisconsin
$10.9M +$7.11M +138,328 +188%
Osaic Holdings
87
Osaic Holdings
Arizona
$10.9M -$18.8M -365,789 -63%
RWP
88
RWA Wealth Partners
Massachusetts
$10.8M +$10.7M +208,903 New
SPC
89
Sigma Planning Corp
Michigan
$10.5M +$6.5M +126,546 +164%
Jones Financial Companies
90
Jones Financial Companies
Missouri
$10.4M +$2.47M +48,031 +31%
AC
91
Asio Capital
Kentucky
$10.2M +$622K +12,099 +7%
AWM
92
Ameliora Wealth Management
Switzerland
$9.87M +$872K +16,970 +10%
MWM
93
Mittelman Wealth Management
Massachusetts
$9.22M +$9.18M +178,653 New
CIP
94
Capital Insight Partners
Arizona
$9.08M +$446K +8,682 +5%
DADC
95
D.A. Davidson & Co
Montana
$9.03M +$451K +8,776 +5%
Balyasny Asset Management
96
Balyasny Asset Management
Illinois
$8.91M +$1.9M +37,065 +27%
LSIA
97
LaSalle St. Investment Advisors
Illinois
$8.91M +$8.88M +172,725 New
FFM
98
Forum Financial Management
Illinois
$8.88M +$8.84M +172,084 New
Millennium Management
99
Millennium Management
New York
$8.8M +$8.77M +170,573 New
SI
100
Stephens Inc
Arkansas
$8.24M -$1.06M -20,544 -11%

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.