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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
GIM
151
Goelzer Investment Management
Indiana
$4.77M +$167K +3,244 +4%
BCA
152
Bray Capital Advisors
Florida
$4.71M +$1.41M +27,340 +43%
PBO
153
Peoples Bank (Ohio)
Ohio
$4.71M +$589K +11,465 +14%
VHAM
154
Van Hulzen Asset Management
California
$4.65M +$40.7K +792 +0.9%
HWAM
155
Hennion & Walsh Asset Management
New Jersey
$4.6M +$227K +4,413 +5%
BFC
156
Blue Fin Capital
Rhode Island
$4.57M +$1.34M +26,128 +42%
DC
157
Darrow Company
Massachusetts
$4.52M +$4.28M +83,301 +1,930%
HCP
158
Holt Capital Partners
Texas
$4.41M +$145K +2,814 +3%
AWA
159
Adapt Wealth Advisors
Georgia
$4.4M +$4.39M +85,364 New
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$4.31M +$4.1M +79,779 +1,763%
LFASL
161
Lugano Financial Advisors SA (LFA)
Switzerland
$4.15M +$2.11K +41 +0.1%
FAM
162
Forte Asset Management
New York
$4.11M +$437K +8,507 +12%
JC
163
JB Capital
Connecticut
$4.1M +$459K +8,940 +13%
RFS
164
Retirement Financial Solutions
Tennessee
$4.06M +$120K +2,343 +3%
OAM
165
Oppenheimer Asset Management
New York
$4.06M +$228K +4,444 +6%
CAN
166
Cetera Advisor Networks
California
$4.02M -$247K -4,802 -6%
MPM
167
Meritage Portfolio Management
Kansas
$4.01M -$246K -4,789 -6%
FA
168
FDx Advisors
Illinois
$3.94M -$77.2K -1,503 -2%
WCWM
169
Wooster Corthell Wealth Management
Connecticut
$3.84M -$5.24K -102 -0.1%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$3.79M +$667K +12,975 +21%
RIA
171
Regal Investment Advisors
Michigan
$3.75M +$274K +5,329 +8%
MCM
172
MV Capital Management
Maryland
$3.49M +$3.48M +67,653 New
RMDI
173
R.M. Davis Inc
Maine
$3.36M -$856K -16,659 -20%
CA
174
Cetera Advisors
Colorado
$3.31M +$1.62M +31,616 +97%
SAM
175
Smartleaf Asset Management
Massachusetts
$3.28M -$3.29K -64 -0.1%

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.