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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
RWM
101
Revisor Wealth Management
Ohio
$8.14M +$7.29M +141,850 +925%
R
102
Rebalance
California
$7.83M +$499K +9,710 +7%
KAS
103
Kestra Advisory Services
Texas
$7.76M +$560K +10,896 +8%
CWM
104
Concentric Wealth Management
California
$7.64M +$485K +9,436 +7%
DC
105
Davenport & Co
Virginia
$7.64M +$439K +8,547 +6%
GFG
106
Goldstone Financial Group
Illinois
$7.63M +$626K +12,177 +9%
B
107
Bailard
California
$7.59M +$294K +5,712 +4%
MA
108
Mutual Advisors
Nebraska
$7.56M +$784K +15,248 +12%
TF
109
Theory Financial
Colorado
$7.54M -$421K -8,195 -5%
Creative Planning
110
Creative Planning
Kansas
$7.41M +$2.81M +54,721 +62%
IDBONY
111
Israel Discount Bank of New York
New York
$7.28M -$909K -17,684 -11%
Comerica Bank
112
Comerica Bank
Texas
$7.27M -$112K -2,175 -2%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$7.1M -$1.09M -21,236 -13%
SPIA
114
Steward Partners Investment Advisory
New York
$7.03M +$6.66M +129,561 +1,956%
PAG
115
Private Advisor Group
New Jersey
$6.92M +$2.54M +49,455 +58%
SF
116
SWP Financial
California
$6.91M +$506K +9,855 +8%
DC
117
Destiny Capital
Colorado
$6.88M +$269K +5,236 +4%
CCA
118
Checchi Capital Advisers
California
$6.83M -$157K -3,054 -2%
NA
119
NewEdge Advisors
Louisiana
$6.77M +$3.94M +76,746 +141%
MWAM
120
Manhattan West Asset Management
California
$6.75M +$1.11M +21,668 +20%
FIM
121
Freedom Investment Management
Connecticut
$6.7M -$759K -14,763 -10%
DAS
122
Diversify Advisory Services
Utah
$6.62M +$6.66M +129,644 New
PF
123
Phoenix Financial
Israel
$6.57M +$76.5K +1,488 +1%
First Trust Advisors
124
First Trust Advisors
Illinois
$6.55M +$669K +13,011 +11%
BCWM
125
Bartlett & Co Wealth Management
Ohio
$6.52M -$403K -7,850 -6%

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.