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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
APIM
176
Agate Pass Investment Management
Washington
$3.18M +$305K +5,926 +11%
CTA
177
Chesley Taft & Associates
Illinois
$3.18M +$169K +3,285 +6%
Cambridge Investment Research Advisors
178
Cambridge Investment Research Advisors
Iowa
$3.13M -$281K -5,469 -8%
ACA
179
Ackerman Capital Advisors
Texas
$3.11M +$66K +1,284 +2%
ANTB
180
AMG National Trust Bank
Colorado
$3.04M -$6.42K -125 -0.2%
KPWS
181
Kestra Private Wealth Services
Texas
$3M +$233K +4,532 +8%
PFM
182
Phillips Financial Management
Indiana
$2.99M -$131K -2,553 -4%
NRI
183
NFP Retirement Inc
California
$2.94M +$491K +9,556 +20%
PPC
184
Park Place Capital
Alabama
$2.89M +$19K +370 +0.7%
FPFS
185
First Personal Financial Services
North Carolina
$2.87M -$224K -4,363 -7%
FWM
186
Forza Wealth Management
Florida
$2.69M -$101K -1,970 -4%
CWM
187
Calamos Wealth Management
Illinois
$2.64M -$10M -195,244 -79%
RB
188
Renasant Bank
Mississippi
$2.62M +$19K +370 +0.7%
SWA
189
Stratos Wealth Advisors
Ohio
$2.61M -$1.23M -23,889 -32%
SP
190
SWS Partners
Ohio
$2.59M +$48.3K +939 +2%
DG
191
DMC Group
Alabama
$2.55M +$475K +9,239 +23%
ACM
192
Absolute Capital Management
Pennsylvania
$2.53M -$19.7K -383 -0.8%
EDRH
193
Edmond de Rothschild Holding
Switzerland
$2.5M +$767K +14,928 +45%
SGI
194
Summit Global Investments
Utah
$2.37M +$2.72K +53 +0.1%
IFA
195
Interactive Financial Advisors
Illinois
$2.36M +$938K +18,257 +66%
CMP
196
Courage Miller Partners
Virginia
$2.36M
FTS
197
Fifth Third Securities
Ohio
$2.31M -$45.5K -885 -2%
MSWMA
198
Market Street Wealth Management Advisors
Indiana
$2.28M -$54K -1,051 -2%
NGA
199
Naples Global Advisors
Florida
$2.28M +$338K +6,585 +17%
COCM
200
Charter Oak Capital Management
New Hampshire
$2.26M +$2.25M +43,852 New

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.