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iShares 5-10 Year Investment Grade Corporate Bond ETF

628 hedge funds and large institutions have $11.8B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 270 increasing their positions, 164 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $299K

151% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 37

65% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 164

7% more funds holding

Funds holding: 585628 (+43)

2% more funds holding in top 10

Funds holding in top 10: 5152 (+1)

1.33% more ownership

Funds ownership: 78.68%80.02% (+1.3%)

3% more capital invested

Capital invested by funds: $11.5B → $11.8B (+$290M)

Holders
628
Holders Change
+43
Holders Change %
+7.35%
% of All Funds
8.27%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.68%
New
93
Increased
270
Reduced
164
Closed
37
Calls
$1.24M
Puts
$299K
Net Calls
+$942K
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Strive Asset Management
Ohio
$2.54M +$2.58M +49,220 New
BA
227
Bridgewater Advisors
New York
$2.53M +$2.61M +49,799 New
RWM
228
Revisor Wealth Management
Ohio
$2.52M -$1.16M -22,213 -31%
BB
229
Busey Bank
Illinois
$2.51M -$22.5M -429,088 -90%
GDP
230
Great Diamond Partners
Maine
$2.49M +$2.53M +48,378 New
ACM
231
Absolute Capital Management
Pennsylvania
$2.46M +$15K +287 +0.6%
SAM
232
Smartleaf Asset Management
Massachusetts
$2.43M -$116K -2,223 -5%
Kayne Anderson Rudnick Investment Management
233
Kayne Anderson Rudnick Investment Management
California
$2.39M +$671K +12,822 +38%
FWM
234
Forza Wealth Management
Florida
$2.38M -$69.1K -1,320 -3%
CMP
235
Courage Miller Partners
Virginia
$2.35M -$105 -2 -0%
SGI
236
Summit Global Investments
Utah
$2.29M +$52 +1 +0%
IFA
237
Interactive Financial Advisors
Illinois
$2.27M +$23K +439 +1%
RSF
238
Rik Saylor Financial
Ohio
$2.19M +$2.23M +42,590 New
JFL
239
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.19M
MSWMA
240
Market Street Wealth Management Advisors
Indiana
$2.16M
SA
241
Sanctuary Advisors
Indiana
$2.16M +$24.8K +474 +1%
KPWS
242
Kestra Private Wealth Services
Texas
$2.13M -$67.8K -1,295 -3%
BP
243
Ballentine Partners
Massachusetts
$2.07M +$66.5K +1,269 +3%
Lazard Asset Management
244
Lazard Asset Management
New York
$1.95M
PPC
245
Park Place Capital
Alabama
$1.92M -$706K -13,485 -27%
IWM
246
IHT Wealth Management
Illinois
$1.91M -$106K -2,031 -5%
MMA
247
Miracle Mile Advisors
California
$1.91M +$1.94M +36,989 New
MBT
248
Montecito Bank & Trust
California
$1.9M -$15.2K -290 -0.8%
SIA
249
Strategic Investment Advisors
Michigan
$1.89M +$209K +3,997 +12%
RL
250
Retireful LLC
Michigan
$1.87M +$1.9M +36,274 New

IGIB Hedge Fund Activity: Q4 2024 in Review

628 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q4 2024, worth a combined $11.8B — up 2.5% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new IGIB positions and 37 closed out — a net gain of 56 holders — while 270 added to existing stakes and 164 trimmed.

The largest buyer was BlackRock, adding an estimated $232M. The largest seller was Prudential plc, cutting an estimated $152M.

  • 628 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q4 2024, up from 585 in Q3 2024.
  • Funds reported $11.8B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q4 2024, up 2.5% quarter-over-quarter.
  • 93 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q4 2024 and 37 closed out, a net change of +56 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q4 2024 was BlackRock, an estimated $232M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q4 2024 was Prudential plc, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2024.