We are live on ! Find out more
IGIB icon

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
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.61B +$126M +2,445,413 +5%
PP
2
Prudential plc
United Kingdom
$487M +$77.9M +1,515,925 +19%
Northern Trust
3
Northern Trust
Illinois
$397M +$43.3M +842,804 +12%
JSTA
4
Japan Science & Technology Agency
Japan
$373M
Charles Schwab
5
Charles Schwab
California
$371M +$3.97M +77,308 +1%
US Bancorp
6
US Bancorp
Minnesota
$307M +$116M +2,257,440 +61%
Goldman Sachs
7
Goldman Sachs
New York
$271M -$203M -3,956,589 -43%
AC
8
Allstate Corporation
Illinois
$267M -$15.6M -304,239 -6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$251M +$836K +16,258 +0.3%
Bank of America
10
Bank of America
North Carolina
$236M -$1.24M -24,135 -0.5%
Morgan Stanley
11
Morgan Stanley
New York
$228M -$148M -2,877,408 -39%
AssetMark Inc
12
AssetMark Inc
California
$200M -$5.29M -102,845 -3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$179M -$6.39M -124,258 -3%
OCM
14
One Capital Management
California
$172M +$20.9M +405,844 +14%
Ameriprise
15
Ameriprise
Minnesota
$169M -$6.63M -129,015 -4%
MMI
16
Matson Money Inc
Ohio
$169M -$436K -8,484 -0.3%
GI
17
Gradient Investments
Minnesota
$163M +$46.9M +912,750 +41%
Wells Fargo
18
Wells Fargo
California
$162M +$17.5M +339,754 +12%
UBS Group
19
UBS Group
Switzerland
$156M +$13.4M +261,427 +9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$138M +$482K +9,369 +0.4%
RJA
21
Raymond James & Associates
Florida
$105M +$16.5M +320,367 +19%
UCFA
22
United Capital Financial Advisors
Texas
$102M -$3.96M -77,118 -4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$100M +$10.4M +202,629 +12%
BlackRock
24
BlackRock
New York
$98.8M -$25.5M -495,375 -21%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$97.7M +$3.87M +75,248 +4%

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.