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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
WAS
126
WESPAC Advisors SoCal
California
$6.49M +$53.2K +1,035 +0.8%
1WM
127
1900 Wealth Management
Texas
$6.34M -$783K -15,234 -11%
CT
128
Caldwell Trust
Florida
$6.24M +$148K +2,884 +2%
CPIG
129
Chicago Partners Investment Group
Illinois
$6.2M +$966K +18,797 +18%
HighTower Advisors
130
HighTower Advisors
Illinois
$6.18M -$856K -16,661 -12%
JIR
131
James Investment Research
Ohio
$6.09M -$418K -8,125 -6%
WA
132
Wealthstar Advisors
Texas
$5.9M +$1.22M +23,835 +26%
MOS
133
MGO One Seven
Ohio
$5.87M +$5.84M +113,665 New
Citigroup
134
Citigroup
New York
$5.86M +$211K +4,110 +4%
HSBC Holdings
135
HSBC Holdings
United Kingdom
$5.85M +$41.4K +806 +0.7%
JE
136
JMAC Enterprises
Pennsylvania
$5.84M +$1.19M +23,210 +26%
AWS
137
Atria Wealth Solutions
New York
$5.8M -$645K -12,555 -10%
BCM
138
Becker Capital Management
Oregon
$5.8M +$184K +3,577 +3%
AIM
139
Aspen Investment Management
Michigan
$5.66M +$619K +12,051 +12%
EPP
140
ETF Portfolio Partners
Kansas
$5.64M -$11.5M -223,986 -67%
FAIM
141
Financial Advocates Investment Management
Washington
$5.63M +$1.45M +28,262 +35%
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$5.54M +$3.48M +67,679 +170%
DWM
143
Destination Wealth Management
California
$5.28M +$486K +9,462 +10%
BCG
144
Breakwater Capital Group
New Jersey
$5.24M -$429K -8,348 -8%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$5.18M +$868K +16,885 +20%
SMI
146
Shelter Mutual Insurance
Missouri
$5.02M
UB
147
UMB Bank
Missouri
$4.9M -$229K -4,464 -4%
HHRDM
148
H&H Retirement Design & Management
Nevada
$4.89M -$1.18M -23,016 -19%
PIMG
149
Patriot Investment Management Group
Tennessee
$4.78M +$206K +4,014 +5%
Fisher Asset Management
150
Fisher Asset Management
Washington
$4.78M +$435K +8,468 +10%

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.