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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
ASN
201
Advisory Services Network
Georgia
$2.26M +$512K +9,957 +29%
ZIM
202
Zacks Investment Management
Illinois
$2.25M -$2.65M -51,510 -54%
CA
203
CoreCap Advisors
Michigan
$2.24M +$1.52M +29,641 +215%
VT
204
Vise Technologies
New York
$2.2M -$64.4K -1,254 -3%
RJT
205
Raymond James Trust
Florida
$2.14M -$9.97K -194 -0.5%
CSB
206
City State Bank
Iowa
$2.13M +$705K +13,711 +50%
Lido Advisors
207
Lido Advisors
California
$2.02M +$1.54M +30,005 +327%
WT
208
Whittier Trust
California
$2.01M -$762K -14,817 -28%
LNC
209
Lincoln National Corp
Pennsylvania
$1.99M +$431K +8,395 +28%
Lazard Asset Management
210
Lazard Asset Management
New York
$1.95M
QWP
211
Quotient Wealth Partners
Texas
$1.88M -$9.87M -192,110 -84%
AFG
212
Atomi Financial Group
New York
$1.84M +$1.55M +30,155 +549%
EGA
213
Eagle Global Advisors
Texas
$1.84M +$9.25K +180 +0.5%
BP
214
Ballentine Partners
Massachusetts
$1.83M -$107K -2,087 -6%
VFA
215
Voya Financial Advisors
Connecticut
$1.83M -$411K -8,001 -18%
National Bank of Canada
216
National Bank of Canada
Quebec, Canada
$1.82M -$766K -14,900 -29%
TC
217
TAGStone Capital
North Carolina
$1.82M -$99.6K -1,938 -5%
AR
218
Advisory Research
Illinois
$1.73M
Cerity Partners
219
Cerity Partners
New York
$1.72M +$66.9K +1,301 +4%
BS
220
Banco Santander
Spain
$1.68M +$195K +3,800 +13%
KWM
221
Kingsview Wealth Management
Oregon
$1.66M -$460K -8,942 -22%
SAS
222
Sage Advisory Services
Texas
$1.59M -$200K -3,884 -11%
Corient Private Wealth
223
Corient Private Wealth
Florida
$1.58M +$806K +15,680 +105%
TA
224
TFB Advisors
Kansas
$1.54M +$133K +2,587 +9%
GVAG
225
Great Valley Advisor Group
Delaware
$1.53M +$18.5K +359 +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.